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.

Date of Patent:
May. 31, 2022

Filed:

Feb. 13, 2019
Applicant:

The Toronto-dominion Bank, Toronto, CA;

Inventors:

Patrick Gibbon, Ancaster, CA;

James Zachary Pryor, Toronto, CA;

Jonathan K. Barnett, Oakville, CA;

Roy D'souza, Oakville, CA;

William Stewart James Law, St. Catherines, CA;

Christopher Arthur Holland McAlpine, Grimsby, CA;

Ethan Christopher McAlpine, Grimsby, CA;

Maria Verna, Vaughan, CA;

Patrick Robert Goralski, London, CA;

Cathleen Ruth Carrel, Minesing, CA;

Rohan Anand, Toronto, CA;

Christy Ann Dyba, Markham, CA;

Dheeraj Jagtiani, Toronto, CA;

Ali Hafezi, Toronto, CA;

Ashkan Alavi-Harati, Markham, CA;

Assignee:
Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 30/06 (2012.01); G06Q 50/16 (2012.01);
U.S. Cl.
CPC ...
G06Q 50/167 (2013.01); G06Q 30/0613 (2013.01);
Abstract

A method and system are provided for interfacing entities engaged in property exchange activities. The method includes receiving a first signal including a request to engage in a property exchange activity by an acquiring entity, accessing first profile data for the acquiring entity, accessing second profile data for each of a plurality of advisor entities related to the property exchange activity, using the first profile data and the second profile data to generate at least one proposed match between a corresponding one or more of the plurality of advisor entities and the acquiring entity, sending a second signal including a recommendation, enabling the acquiring entity to respond to the recommendation and engage with advisor entities, providing a first advisor connection between the acquiring entity and the first advisor entity, and enabling at least one interaction in at least one advisor activity between the acquiring entity and the first advisor entity.


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