System, method and apparatus for investment using a deed of...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

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C705S035000

Reexamination Certificate

active

07574392

ABSTRACT:
A system, method and apparatus are disclosed for investment using a deed of trust or mortgage instrument. The method disclosed includes access by a certified financial professional to financial and other data on loans secured by a real estate instrument of title, evaluation of the investments, and populating the fixed income portion of a client portfolio with selected secured investments. The apparatus disclosed comprises a signal bearing medium, an electronic user interface, a financial license verification module configured to verify a government issued credential of a financial professional, a data collection module configured to access and store investment data, a secured real estate loan data base comprising listings of available interest bearing loans secured by a real estate instrument of title, and a data evaluation module configured to compare and evaluate investment possibilities.

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