Real estate business digital management method

By installing sensors, developing mobile applications and cloud platforms in real estate operations, and combining GIS and social media monitoring, a digital platform was built to implement customer relationship management, solving the problem of inaccurate customer demand collection, improving customer satisfaction and business process efficiency, and achieving data accuracy and personalized services.

CN121767014APending Publication Date: 2026-03-31HEFEI YUNKE EXCELLENCE TECHNOLOGY CO LTD
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-11-26
Publication Date
2026-03-31

AI Technical Summary

Technical Problem

In existing technologies, the collection of customer needs in the digital management of real estate business mainly relies on manual follow-up surveys, which leads to low accuracy of customer needs and reduces customer satisfaction and loyalty.

Method used

By installing sensors to collect real estate data, developing mobile applications, establishing cloud computing data platforms, utilizing GIS technology and social media monitoring, building a centralized digital platform, implementing a customer relationship management system, conducting data analysis to understand customer needs and provide personalized services, and optimizing business processes.

Benefits of technology

It improved the accurate grasp of customer needs, enhanced customer satisfaction and loyalty, simplified and optimized real estate business processes, improved work efficiency and data accuracy, and supported business decision-making and investment risk assessment.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention relates to the technical field of real estate digital management, and discloses a real estate business digital management method, which comprises the steps of collecting all data related to real estate, establishing a centralized management digital platform through the data in the step 1, and simplifying and optimizing a real estate business process by using the centralized management digital platform in the step 2. A customer relationship management system is used for tracking customer interaction, obtaining customer data, analyzing customer requirements through the data, providing personalized services, applying a data analysis tool, analyzing the data in the step 4, monitoring market trend through an analysis result, evaluating investment risks and supporting business decision making. By establishing a centralized management data platform, the process of the real industry is simplified and optimized, interaction of tracking customers can be realized through a customer relationship management system, and service optimization can be performed through analysis of customer demand data, so that control of customer demands can be improved, and customer satisfaction and loyalty are further improved.
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Description

Technical Field

[0001] This invention relates to the field of digital management technology for real estate, specifically a method for digital management of real estate business. Background Technology

[0002] Digital management of movable property refers to the use of modern information technology and digital tools to improve the operational efficiency and management level of the real estate industry. Current technologies for digital management of real estate encompass a variety of innovations and tools to help improve efficiency and management level, making digital management of real estate more intelligent.

[0003] Existing methods for digital management of real estate transactions primarily rely on follow-up surveys to collect customer needs, which are mostly conducted manually. This makes it impossible to optimize services, thereby reducing the accuracy of understanding customer needs and further decreasing customer satisfaction and loyalty. Summary of the Invention

[0004] To address the shortcomings of existing technologies, this invention provides a method for digital management of real estate business. This method solves the problem that existing technologies primarily rely on follow-up surveys to collect customer needs, which reduces the accuracy of understanding customer needs and further lowers customer satisfaction and loyalty.

[0005] To achieve the above objectives, the present invention provides the following technical solution: a method for digital management of real estate business, comprising;

[0006] Step 1: Collect all data related to the real estate;

[0007] Step Two: Establish a centralized digital platform using the data from Step One;

[0008] Step 3: Utilize the centralized digital platform from Step 2 to simplify and optimize real estate business processes;

[0009] Step 4: Use a customer relationship management system to track customer interactions, obtain customer data, analyze customer needs through data, and provide personalized services;

[0010] Step 5: Use data analysis tools to analyze the data from Step 4, monitor market trends, assess investment risks, and support business decisions based on the analysis results;

[0011] Step Six: Regularly conduct security assessments of the collected customer data to ensure data security.

[0012] Preferably, the method for collecting real estate-related data in step one is as follows:

[0013] Sensors are installed in real estate, including but not limited to temperature sensors, humidity sensors, and energy consumption monitoring sensors, to collect environmental data of houses or buildings in real time.

[0014] Develop a mobile application that allows users to submit real estate data, including but not limited to maintenance records, repair requests, and security checks.

[0015] Access land registration, cadastral information, and real estate transaction records from public databases;

[0016] Establish a cloud-based data storage and processing platform to support big data analysis and data mining;

[0017] Utilize GIS technology to analyze and manage geospatial data, including but not limited to land use planning and topographic analysis;

[0018] Monitor social media platforms and online forums to collect public comments and feedback on specific properties or areas.

[0019] Preferably, the mobile application development formula is as follows:

[0020] APPRealEstate = f(Requirements Analysis, Technology Selection, UI / UX Design, Data Collection, Feature Development, Security, Testing and Optimization, Release and Maintenance). This formula represents the process or project of developing a mobile application to collect real estate data. It describes the key steps and decision points involved in the development process. Each parameter represents a specific task or strategy that needs to be considered and executed when developing and maintaining such an application.

[0021] CloudpataPlatform = f(Requirements Analysis, Technology Selection, Architecture Design, Data Storage, Data Processing, Security Strategy, Performance Optimization, Monitoring and Management, Cost Control). In this formula, CloudpataPlatform represents the process or project of building a cloud computing data storage and processing platform, f represents the key steps and decision points involved in this process or project, and each parameter represents the specific tasks or strategies that need to be considered and executed when building and managing such a platform.

[0022] Preferably, the formula for establishing the centralized management digital platform in step two is:

[0023] [DigitalPlatformManagement = f(Requirements Analysis, Technology Selection, Architecture Design, Data Storage, Data Processing, Security Strategy, Performance Optimization, Monitoring and Management, Cost Control)];

[0024] In this formula, DigitalPlatformManagement represents the process or project of establishing and managing a centrally managed digital platform, f represents the key steps and decision points involved in this process or project, and each parameter represents the specific tasks or strategies that need to be considered and executed when establishing and managing such a platform.

[0025] Preferably, the method for simplifying and optimizing real estate business processes through the centralized management digital platform in step three is as follows:

[0026] By using effective data storage and processing solutions, such as cloud storage and big data processing technologies, we can integrate and manage large amounts of real estate data, thereby improving data access and processing efficiency.

[0027] Design and implement automated workflows, including but not limited to contract management, approval processes, and document processing, to reduce manual intervention and processing time, and improve work efficiency and accuracy;

[0028] Ensure the security and compliance of the digital platform by adopting measures such as data encryption and access control to protect the security of customer and business data, while complying with relevant laws and standards;

[0029] Establish a monitoring and management mechanism to monitor the platform's operational status, business indicators, and performance data in real time, promptly identify and resolve issues, and optimize business processes and service quality.

[0030] Preferably, the formula for establishing the customer relationship management system is:

[0031] Customer value assessment formula:

[0032] Customer Lifetime Value (CLV):

[0033] Customer Satisfaction Index:

[0034] Sales channel management formula:

[0035] Potential customer conversion rate:

[0036] Sales forecast accuracy:

[0037]

[0038] Marketing effectiveness evaluation formula:

[0039] Market Response Rate:

[0040] Return on investment:

[0041] Customer service and support efficiency formula:

[0042] Average Handling Time (AHT):

[0043]

[0044] Problem resolution rate:

[0045] Preferably, the data analysis tools in step five include, but are not limited to, Pandas: used for data manipulation and analysis, providing data structures and manipulation tools; NumPy: used for numerical computation, supporting array and matrix operations on large-scale data; and Matplotlib and Seaborn: used for data visualization, creating various types of charts and graphs.

[0046] Preferably, the formula for analyzing customer demand data in step four is:

[0047] Demand growth rate:

[0048] Calculation method:

[0049] Customer satisfaction:

[0050] Calculation method:

[0051] Preferably, the customer demand data analysis in step four also requires product demand distribution analysis. The analysis method is to use visualization tools such as histograms or pie charts to analyze the demand share of different products or services, in order to understand the popularity of different products or services in the market and guide production and marketing strategies.

[0052] Preferably, the customer demand data analysis in step four also requires market demand forecasting. It also requires combining historical data and market research, using regression analysis and time series analysis methods to predict future market demand, in order to help enterprises understand the driving forces behind market and customer behavior and provide a basis for making strategic decisions.

[0053] This invention provides a method for digital management of real estate transactions. It has the following beneficial effects:

[0054] 1. This invention enables the tracking of customer interactions through a customer relationship management system, thereby acquiring customer data. By analyzing customer demand data, services can be optimized, thereby improving the control over customer needs and further enhancing customer satisfaction and loyalty.

[0055] 2. This invention simplifies and optimizes real estate industry processes by establishing a centralized data management platform. Through process optimization, it simplifies the processes of real estate transactions, management, and maintenance, reduces redundant steps and human errors, and improves work efficiency. At the same time, through data collection and integration methods, it ensures that the real estate-related data obtained is accurate and can be updated in real time, helping managers make decisions based on the latest data. Detailed Implementation

[0056] The technical solutions of the present invention will be clearly and completely described below with reference to the embodiments of the present invention. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without creative effort are within the scope of protection of the present invention.

[0057] Example:

[0058] This invention provides a method for digital management of real estate transactions, including:

[0059] Step 1: Collect all data related to the real estate;

[0060] Step Two: Establish a centralized digital platform using the data from Step One;

[0061] Step 3: Utilize the centralized digital platform from Step 2 to simplify and optimize real estate business processes;

[0062] Step 4: Use a customer relationship management system to track customer interactions, obtain customer data, analyze customer needs through data, and provide personalized services;

[0063] Step 5: Use data analysis tools to analyze the data from Step 4, monitor market trends, assess investment risks, and support business decisions based on the analysis results;

[0064] Step Six: Regularly conduct security assessments of the collected customer data to ensure data security.

[0065] The method for collecting real estate-related data in step one is as follows:

[0066] Sensors are installed in real estate, including but not limited to temperature sensors, humidity sensors, and energy consumption monitoring sensors, to collect environmental data of houses or buildings in real time.

[0067] Develop a mobile application that allows users to submit real estate data, including but not limited to maintenance records, repair requests, and security checks.

[0068] Access land registration, cadastral information, and real estate transaction records from public databases;

[0069] Establish a cloud-based data storage and processing platform to support big data analysis and data mining;

[0070] Utilize GIS technology to analyze and manage geospatial data, including but not limited to land use planning and topographic analysis;

[0071] Monitor social media platforms and online forums to collect public comments and feedback on specific properties or areas.

[0072] The formula for mobile application development is:

[0073] APPRealEstate = f(Requirements Analysis, Technology Selection, UI / UX Design, Data Collection, Feature Development, Security, Testing and Optimization, Release and Maintenance). This formula represents the process or project of developing a mobile application to collect real estate data. It describes the key steps and decision points involved in the development process. Each parameter represents a specific task or strategy that needs to be considered and executed when developing and maintaining such an application.

[0074] CloudpataPlatform = f(Requirements Analysis, Technology Selection, Architecture Design, Data Storage, Data Processing, Security Strategy, Performance Optimization, Monitoring and Management, Cost Control). In this formula, CloudpataPlatform represents the process or project of building a cloud computing data storage and processing platform, f represents the key steps and decision points involved in this process or project, and each parameter represents the specific tasks or strategies that need to be considered and executed when building and managing such a platform. The formula for the centralized management of the digital platform in step two is:

[0075] [DigitalPlatformManagement = f(Requirements Analysis, Technology Selection, Architecture Design, Data Storage, Data Processing, Security Strategy, Performance Optimization, Monitoring and Management, Cost Control)];

[0076] In this formula, DigitalPlatformManagement represents the process or project of establishing and managing a centrally managed digital platform, f represents the key steps and decision points involved in this process or project, and each parameter represents the specific tasks or strategies that need to be considered and executed when establishing and managing such a platform.

[0077] The method for simplifying and optimizing real estate business processes through a centralized digital platform in step three is as follows:

[0078] By using effective data storage and processing solutions, such as cloud storage and big data processing technologies, we can integrate and manage large amounts of real estate data, thereby improving data access and processing efficiency.

[0079] Design and implement automated workflows, including but not limited to contract management, approval processes, and document processing, to reduce manual intervention and processing time, and improve work efficiency and accuracy;

[0080] Ensure the security and compliance of the digital platform by adopting measures such as data encryption and access control to protect the security of customer and business data, while complying with relevant laws and standards;

[0081] Establish a monitoring and management mechanism to monitor the platform's operational status, business indicators, and performance data in real time, promptly identify and resolve issues, and optimize business processes and service quality.

[0082] The formula for establishing a customer relationship management system is:

[0083] Customer value assessment formula:

[0084] Customer Lifetime Value (CLV):

[0085] Here, CLV stands for Customer Lifetime Value. This formula measures the total expected revenue minus the costs generated by each customer throughout their entire relationship with the company. Specifically, (Revenue) represents the total revenue generated from the customer, (Cost) represents the total cost associated with generating that revenue, and (Number of Customers) refers to the number of customers.

[0086] Customer Satisfaction Index:

[0087] Here, CSI stands for Customer Satisfaction Index. This formula measures the proportion of positive interactions among all interactions and is typically used to assess overall customer satisfaction with a product or service. Specifically, (Positive Interactions) represents the number or score of interactions considered positive, while (Total Interactions) refers to the total number or score of interactions.

[0088] Sales channel management formula:

[0089] Potential customer conversion rate:

[0090] The formula measures the percentage of qualified leads that convert into sales or make a purchase. Generally, the number of converted leads represents the number of potential customers who successfully convert into sales or take targeted action, while the number of qualified leads refers to potential customers who have demonstrated a certain level of interest and potential and have been identified as suitable for further sales activities.

[0091] Sales forecast accuracy:

[0092]

[0093] The formula measures the difference between actual sales and forecasted sales, calculating the percentage error based on actual sales. Specifically, Actual Sales represents actual sales revenue, and Forecasted Sales represents the projected sales revenue.

[0094] Marketing effectiveness evaluation formula:

[0095] Market Response Rate:

[0096] The formula measures the ratio between the number of responses received and the total number of contacts during a specific period or activity. Generally, (Number of Responses) represents the number of responses or replies received, while (Number of Contacts) refers to the total number of people or units contacted.

[0097] Return on investment:

[0098] The formula measures the ratio between the return on investment and the cost of investment. Specifically, (Gain from Investment) represents the return or profit generated by the investment, while (Cost of Investment) refers to the cost or capital required to make the investment.

[0099] Customer service and support efficiency formula:

[0100] Average Handling Time (AHT):

[0101]

[0102] The formula measures the average time required to complete a service request. Specifically, (TotalService Time) represents the total service time for each request, typically including processing time and waiting time, while (Number of Requests) represents the total number of requests or transactions processed.

[0103] Problem resolution rate:

[0104] The formula measures the ratio between the number of issues resolved within a given time period and the total number of issues. Specifically, (Number of Resolved Issues) represents the number of issues successfully resolved, while (Total Number of Issues) refers to the total number of all issues received within the same time period.

[0105] Step 5 includes data analysis tools including, but not limited to, Pandas: used for data manipulation and analysis, providing data structures and manipulation tools; NumPy: used for numerical computation, supporting array and matrix operations on large-scale data; and Matplotlib and Seaborn: used for data visualization, creating various types of charts and graphs.

[0106] The formula for analyzing customer demand data in step four is:

[0107] Demand growth rate:

[0108] Calculation method:

[0109] This formula measures how demand changes over different time periods, helping to predict future market trends.

[0110] Customer satisfaction:

[0111] Calculation method:

[0112] This formula is used to assess customer satisfaction with a product or service, as well as potential areas for improvement.

[0113] Step four of the customer demand data analysis also requires product demand distribution analysis. The analysis method involves using visualization tools such as histograms or pie charts to analyze the demand share of different products or services. This helps to understand the popularity of different products or services in the market and guide production and marketing strategies. Step four of the customer demand data analysis also requires market demand forecasting. It also requires combining historical data and market research, using regression analysis and time series analysis methods to predict future market demand. This helps companies understand the driving forces behind market and customer behavior and provides a basis for making strategic decisions.

[0114] Although embodiments of the invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made to these embodiments without departing from the principles and spirit of the invention, the scope of which is defined by the appended claims and their equivalents.

Claims

1. A method for digital management of real estate business, characterized in that, Comprise; Step one: Collect all data related to real estate; Step two: Establish a centralized digital platform based on the data from step one; Step three: Simplify and optimize real estate business processes using the centralized digital platform from step two; Step four: Use a customer relationship management system to track customer interactions, collect customer data, analyze customer needs through data analysis, and provide personalized services; Step five: Use data analysis tools to analyze the data from step four, monitor market trends through analysis results, assess investment risks, and support business decision-making; Step six: Regularly assess the security of collected customer data to ensure data security.

2. The method for digital management of real estate business according to claim 1, wherein, The method for collecting real estate-related data in step one is: Install sensors in real estate, including but not limited to temperature sensors, humidity sensors, and energy consumption monitoring sensors, to collect real-time environmental data of houses or buildings; Develop a mobile application that allows users to submit real estate data, including but not limited to maintenance records, repair requests, and safety inspections; Obtain land registration, cadastral information and real estate transaction records from public databases; Establish a cloud computing-based data storage and processing platform to support big data analysis and data mining; Use GIS technology to analyze and manage geographic spatial data, including but not limited to land use planning and terrain analysis; Monitor social media platforms and online forums to collect public comments and feedback on specific real estate or areas.

3. The method for digital management of real estate business according to claim 2, wherein, The formula for developing a mobile application is: APPRealEstate = f (demand analysis, technology selection, UI / UX design, data collection, function development, security, testing and optimization, release and maintenance); CloudpataPlatform = f (demand analysis, technology selection, architecture design, data storage, data processing, security policy, performance optimization, monitoring and management, cost control).

4. The method for digital management of real estate business according to claim 1, wherein, The formula for establishing a centralized digital platform in step two is: [DigitalPlatformManagement = f (demand analysis, technology selection, architecture design, data storage, data processing, security policy, performance optimization, monitoring and management, cost control)].

5. The method for digital management of real estate business according to claim 1, wherein, The method for simplifying and optimizing real estate business processes using the centralized digital platform in step three is: Through effective data storage and processing solutions, such as using cloud storage and big data processing technology, integrate and manage large amounts of real estate data, improve data access and processing efficiency; Design and implement automated workflows, including but not limited to contract management, approval processes, and document processing, to reduce manual intervention and processing time, improve work efficiency and accuracy; Ensure the security and compliance of the digital platform, use data encryption, access control and other measures to protect the security of customer and business data, and comply with relevant regulations and standards; Establish monitoring and management mechanisms to monitor platform operation status, business indicators and performance data in real time, and timely identify and solve problems to optimize business processes and service quality.

6. The method for digital management of real estate business according to claim 1, wherein, The formula for establishing a customer relationship management system is: Customer value evaluation formula: Customer lifetime value (CLV) Customer satisfaction index: Sales pipeline management formula: Potential customer conversion rate: Sales forecast accuracy: Marketing effectiveness evaluation formula: Market responsiveness: Return on investment: Customer service and support efficiency formula: Average Handling Time (AHT) Problem resolution rate:

7. The method for digital management of real estate business according to claim 1, wherein, The data analysis tools in step five include but are not limited to Pandas: for data manipulation and analysis, providing data structures and operation tools, NumPy: for numerical calculation, supporting large-scale data array and matrix operation, Matplotlib and Seaborn: for data visualization, creating various types of charts and graphs.

8. The method for digital management of real estate business according to claim 1, wherein, The customer demand data analysis formula in step four is: Demand growth rate: Computational Methods: Customer demand satisfaction: Computational Methods:

9. The method for digital management of real estate business according to claim 1, wherein, The customer demand data analysis in step four also needs to conduct product demand distribution analysis, the analysis method is to use histogram or pie chart and other visualization tools to analyze the demand proportion of different products or services, to understand the popularity of different products or services in the market, and guide production and marketing strategy.

10. The method for digital management of real estate business according to claim 1, wherein, The customer demand data analysis in step four also needs to conduct market demand prediction, which needs to combine historical data and market research, use regression analysis, time series analysis method to predict future market demand, to help enterprises understand the driving force behind market and customer behavior, and provide basis for strategic decision-making.