The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 04, 2019
Filed:
Sep. 02, 2016
Wells Fargo Bank, N.a., San Francisco, CA (US);
Christina A. Trayers, San Francisco, CA (US);
Stuart Rehfuss, Mooresville, NC (US);
Julie A. Lane, Hamilton, NJ (US);
Sue Murphy, West Des Moines, IA (US);
Rodney E. O'Neal, Oakland, CA (US);
Ashwin Pinto, Tracy, CA (US);
WELLS FARGO BANK, N.A., San Francisco, CA (US);
Abstract
A system for generating rate and payment information for a customer receives an inquiry type from a customer relating to a loan or mortgage. The system also receives a value specific to the potential loan or mortgage. In combination with a product and policy database and a pricing/fee database, relevant financial products are determined and provided to the customer. The inquiry type can include buying a property, refinancing a mortgage, improving a property, and/or using funds from a property.