US 11,704,693 B2
System and method of generating existing customer leads
Bruce Cook, Venice, CA (US); Vincent Lewis, San Pedro, CA (US); and Anson Lee, Los Angeles, CA (US)
Assigned to LMB MORTGAGE SERVICES, INC., Playa Vista, CA (US)
Filed by LMB MORTGAGE SERVICES, INC., Playa Vista, CA (US)
Filed on Dec. 12, 2019, as Appl. No. 16/712,633.
Application 16/712,633 is a continuation of application No. 16/440,671, filed on Jun. 13, 2019, granted, now 10,565,617.
Application 16/440,671 is a continuation of application No. 14/819,344, filed on Aug. 5, 2015, granted, now 10,373,198, issued on Aug. 6, 2019.
Application 14/819,344 is a continuation of application No. 12/139,285, filed on Jun. 13, 2008, abandoned.
Prior Publication US 2020/0167822 A1, May 28, 2020
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 30/0251 (2023.01); G06Q 30/0601 (2023.01); G06Q 40/03 (2023.01)
CPC G06Q 30/0255 (2013.01) [G06Q 30/0251 (2013.01); G06Q 30/0609 (2013.01); G06Q 40/03 (2023.01)] 20 Claims
OG exemplary drawing
 
1. A system comprising:
one or more computer readable storage devices configured to store:
a plurality of computer-executable instructions;
vendor criteria that specifies, for each vendor, criteria for determining leads of interest to the vendor, including existing customer criteria and potential customer criteria;
a web server configured to receive user characteristics and characteristics of a product or service; and
one or more hardware computer processors in communication with the one or more computer readable storage devices to execute the plurality of computer-executable instructions to cause the system to:
automatically generate display instructions comprising a web-based form configured to be presented on a web page, the web-based form configured to prompt a user to input a first set of user characteristics associated with the user;
electronically receive a request to match the user with one or more vendors, wherein the request includes the first set of user characteristics;
electronically receive, from a third party server, a second set of user characteristics comprising user characteristics associated with the user;
transmit, to a vendor, at least a portion of both the first set of user characteristics and the second set of user characteristics, including enough information to determine whether the user is an existing customer of the vendor while maintaining security and privacy of the user's sensitive personal information due to the portion including not enough information to allow the vendor to directly contact the user;
receive, from the vendor, an indication of whether the user is an existing customer of the vendor;
if the user is an existing customer of the vendor:
based on a first comparison indicating a match to an existing customer, perform a first update to the web page to include the vendor, wherein the first comparison is based at least in part on the existing customer criteria and the first set of user characteristics; or
if the user is not an existing customer of the vendor:
based on a second comparison indicating a match to a potential customer, perform a second update to the web page to include the vendor, wherein the second comparison is based at least in part on the potential customer criteria and the first set of user characteristics; and
in response to receiving an indication of selection of the vendor by the user, transmit personally identifying user information associated with the user to the vendor.