System and method for providing forms and disclosures advice
OwnerJoshua D.J. Sharfmaninventor
Life of this patent
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Abstract
A system and a method for providing advice on selecting and completing different forms and disclosures are provided. Applicable information is collected. Forms and disclosures are determined based on the information collected. The forms and disclosures are selected from collections of forms and disclosures provided by the federal government, state governments, local municipalities, and/or other sources. Various different types of advice associated with the selected forms and disclosures are also provided.
Claims20
A method for providing advice on selecting and completing forms and disclosures, comprising:
- collecting information from a user;
- selecting forms and disclosures based on a plurality of rules and the information collected;
- and
- providing advice on the selected forms and disclosures.
A method for providing advice on real estate forms and disclosures for a real estate transaction, comprising:
- obtaining information related to the real estate transaction from a multiple listing service, a public record database, an electronic forms system, an electronic transaction management system, or one or more third party sources;
- collecting information related to the real estate transaction from a user;
- processing a plurality of rules in accordance with the obtained and collected information to determine appropriate real estate forms and disclosures to select for the transaction from a plurality of real estate forms and disclosures from at least one of the federal government, state governments, local municipalities, brokers, or at least one of the one or more third party sources;
- providing a list of the selected real estate forms and disclosures for the real estate transaction;
- providing the selected real estate forms and disclosures for the real estate transaction for download;
- and
- automatically filling out portions of the downloadable real estate forms or disclosures in accordance with the obtained and collected information.
A system for providing advice on selecting and completing forms and disclosures, the system comprising a memory including program instructions and a processor, the processor configured by the program instructions to:
- collect information from a user;
- select forms and disclosures based on a plurality of rules and the information collected;
- and
- provide advice on the selected forms and disclosures.
Dependencies are inferred from the claim text.