PORTFOLIO PRODUCER

Live / Registered — Registered — Section 8 accepted (as of 28 May 2025)

What this means for you

Registered since 15 Jan 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87509827
Registration number
5656774
Mark type
Stylized text
Filed
28 Jun 2017
Published for opposition
22 May 2018
Registered
15 Jan 2019
Attorney of record
Thomas W. Cook

Goods and services

  • Class 042 — Scientific and technological services: Integrated automated distribution and decision-making solutions in the nature of providing temporary use of non-downloadable software for loan decisioning, analysis and evaluation for aggregators and wholesale lenders sourcing non-agency loans from third-party originators and correspondents; providing temporary use of online non-downloadable software for loan decisioning for use with financial planning applications for the mortgage lending industry; providing temporary use of online non-downloadable computer software that provides web-based access to applications and services for use in loan pricing in the mortgage industry; providing temporary use of online non-downloadable computer software for use in the preparation and processing of mortgage loan applications, mortgage loans for sale, and processing of data and documents in relation to loan servicing; cloud-based loan origination software services, namely, providing temporary use of online non-downloadable cloud computing software for loan origination and for loan management for use by lenders, available via website and mobile origination; automated underwriting system (AUS) in the nature of providing temporary use of non-downloadable software for loan decisioning for mortgage originators, mortgage lenders, mortgage wholesalers and mortgage investors, featuring loan aggregator-specific products in the nature of non-downloadable software for automated underwriting, loan pricing, and creating loan aggregator-specific loan applications and credit reports; automated decision-making services for analyzing and evaluating mortgages, namely, providing software as a service (SaaS) in the financial services industry, featuring software for evaluating residential mortgages to provide an assessment of credit risk, program eligibility, loan pricing, and approval requirements

Owner

Prosecution history

  • 28 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 28 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 28 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Jan 2025 — TEAS SECTION 8 RECEIVED
  • 15 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 25 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Jul 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Jul 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Jul 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Jan 2019 — REGISTERED-PRINCIPAL REGISTER
  • 08 Dec 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 07 Dec 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 30 Nov 2018 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 Nov 2018 — USE AMENDMENT FILED

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