Patent ID: 8560411

Claim:
A computerized method for evaluating use of a real estate data sharing system comprising: a) generating, at a server computer, a business plan for each of a plurality of organizational units of a lender institution for a predetermined time period, wherein the business plan is comprised of revenue-generating portions and wherein the generating comprises: i) calculating a first estimated revenue portion of the business plan based on an estimated increase in revenue to a respective organization unit of the lender institution as a result of increased loan closings generated by existing and new real estate agents as a result of the real estate data sharing system being employed by the lender institution; ii) calculating a second estimated revenue portion based on an estimated number of new loan officers that will work with the respective organizational unit of the lender institution as the result of the real estate data sharing system being employed by the lender institution; iii) summing the first and second estimated revenue portions, wherein each of the first and second estimated revenue portions represents a goal of the respective organizational unit; b) tracking, at the server computer, actual revenue generated for each of the plurality of organizational units during the predetermined time period for each portion of the business plan; c) aggregating, at the server computer, the business plans and actual revenue generated for a set of organizational units according to a hierarchical structure of the lender institution, thereby generating an aggregated business plan and an aggregated actual revenue for the set of organizational units; and d) presenting, by the server computer, a manager interface displaying a comparison of the aggregated business plan and the aggregated actual revenue generated for the set of organizational units, wherein the comparison comprises at least a display of each portion of the aggregated business plan and the aggregated actual revenue.