System and method for providing services to a client

A method for serving a lender, loaning money to a borrower, wherein the borrower is purchasing something from a seller, the method comprising:

• providing an internet, web-based calculation module for automatically determining an expense in addition to the sales price of an item being sold and associated with the purchase to enable the lender to secure an accurate lien including the sales price and the calculated expense, registration and/or recordation for the item being sold, wherein the lender can access and use the calculation module;
• prompting the lender to enter information including geographic information into the calculation module concerning the borrower's purchase;
• calculating the expense for the purchase using at least some of the information entered by the lender and providing the result to the lender;
• receiving a communication from the lender that the lender and the borrower have reached an agreement;
• and
• advising the lender concerning the agreement.

A method for providing service to a lender lending loan money to a borrower, wherein the borrower is purchasing a motor vehicle from a seller, the method comprising:

• providing a computerized calculation module for automatically determining an expense for the purchase, wherein the expense includes a tax or other cost for the purchase or registration of the motor vehicle, and wherein the lender can access and use the calculation module;
• prompting the lender to enter information including geographic information into the calculation module concerning the vehicle;
• calculating the expense for the purchase and providing the result to the lender;
• providing a tracking software module, wherein the lender can send communications to and receive communications from the tracking software module;
• receiving an agreement communication from the lender that the lender and the borrower have reached an agreement on a loan amount and terms for a loan, wherein the loan amount includes the expense;
• noting the agreement communication in the tracking software module;
• preparing borrower documents;
• providing the borrower documents to the borrower;
• preparing seller documents;
• providing the seller documents to the seller;
• receiving the borrower documents from the borrower, wherein the borrower documents have been executed by the borrower;
• receiving the seller documents from the seller, wherein the seller documents have been executed by the seller;
• auditing the executed borrower and seller documents for errors or omissions;
• and
• advising the lender as to whether to fund the loan to the borrower.

A system for providing services to a client, wherein the client has a customer and the customer has a transaction with the client, comprising:

• a first computerized module for providing information to the client, wherein the first computerized module includes a calculation module for automatically calculating an expense for a transaction between the client and the customer, wherein the expense varies with the transaction and its geographic location;
• a second computerized module for providing information to the customer, wherein the second computerized module is integrated with the first computerized module;
• a document management module for managing documents and/or printing forms, wherein the document management module is integrated with the second computerized module;
• a courier integration module adapted for integrating computerized data in a courier service entity's system with the document management module;
• a tracking module for tracking work-in-process, wherein the tracking module is integrated with the courier integration module and/or the document management module;
• and
• an automated data exchange module adapted for receiving data from a computerized system operated by the client and for exchanging information with the tracking module.

A method for providing services to a client, wherein the client has a customer, the client is contemplating a transaction with the customer, and the client and the customer have a need to provide information to a third party concerning the transaction, the method comprising:

• providing information to the client via a computerized system and/or through a network of computers, wherein the client requests the information through the computer system and/or through the network of computers, wherein the information includes automatically calculated information for an expense for the purchase which expense varies with the transaction and its geographic location;
• receiving client-customer information from the client concerning a proposed transaction between the client and the customer;
• providing service provider-customer information to the customer;
• receiving customer-service provider information from the customer concerning the service provider-customer information;
• advising the client to implement the transaction between the client and the customer;
• and
• providing service provider-third party information to the third party concerning the transaction between the client and the customer.