Patent ID: 8095457

Claim:
A computerized method for use of a computerized system comprising: using software programming instructions stored on a tangible computer readable medium and operating on at least one processor used by the computerized system to perform the following programmed steps: a) creating in an electronic database in the computerized system the following database records: i) agent records, ii) strategic business source records, iii) lender records, and iv) and at least one lender institution record, b) creating associations in the electronic database by creating database relationships linking: i) a plurality of agent records with one lender record, ii) a plurality of business source records with one lender record, and iii) a plurality of lender records with one lender institution record; c) assigning in the electronic database a hierarchy level to a first portion of lender records linked to the one lender institution record and not assigning the hierarchy level to a second portion lender records linked to the one lender institution record; d) receiving a business plan for the hierarchy level into the computerized system, the business plan including: i) a goal for new seller records that are linked to lender records assigned to the hierarchy level, and ii) a goal for new strategic business source records that are linked to lender records assigned to the hierarchy level; e) creating within the electronic database a plurality of new seller records and new strategic business source records, and creating database relationships linking the new seller and strategic business source records to lender records assigned to the hierarchy level; f) tracking within the electronic database the number of new seller records and new strategic business source records that are linked to lender records assigned to the hierarchy level; and g) indicating through the computerized system how the number of tracked new seller records and new strategic business source records compares with the business plan.