AI REFI

Live / Applied — New application — not yet assigned to an examiner (as of 12 Jan 2026)

What this means for you

Not registered yet, but its 12 Jan 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99589641
Mark type
Stylized text
Filed
12 Jan 2026
Attorney of record
Scott M. Sisun, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Financing services; Financing and loan services; Credit and loan services; Loan financing; Loan origination services; Internet banking services; Mortgage refinancing; Mortgage lending; Mortgage financing services; Mortgage banking; Mortgage brokerage; Real estate lending services; Real estate escrow services; Real estate financing services; Real estate appraisal; Real estate acquisition services; Real estate agency services; Insurance brokerage services; Real estate insurance underwriting services; Providing home insurance rate quotes; Insurance agencies in the field of home insurance; Real estate title insurance underwriting services
  • Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for use in the origination and financing of loans and mortgages, and for accessing banking, mortgage, lending, real estate, and insurance services; Providing on-line non-downloadable software using artificial intelligence (AI) for use in the origination and financing of loans and mortgages, and for accessing banking, mortgage, lending, real estate, and insurance services; Providing on-line non-downloadable software using artificial intelligence (AI) for answering calls, emails, website inquiries and other communications in the fields of lending and mortgage, and related loan services; Providing on-line non-downloadable software using artificial intelligence (AI) for routing calls, emails, website inquiries and other communications for information in the fields of lending, mortgage, and related loan services; Providing on-line non-downloadable software using artificial intelligence (AI) for routing and answering customer inquiries to loan officers in the fields of lending, mortgage, and related loan services; Providing on-line non-downloadable software using artificial intelligence (AI) for decision-making support for determining loan approval in the fields of lending, mortgage, and related loan services; Providing on-line non-downloadable software using artificial intelligence (AI) for interacting with users through natural language processing to answer inquiries, guide users through the mortgage application process, and make preliminary determinations regarding eligibility and routing applicants to state-licensed home loan officers based on their location, to facilitate decision-making in the fields of lending, mortgage, and related loan services; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for for routing and answering customer inquiries to loan officers in the fields of lending, mortgage, and related loan services; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling the warm transfer of leads to live employees in the fields of lending and mortgage, and related loan services; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for enabling warm transfer of leads to live employees in the fields of lending and mortgage, and related loan services

Owner

Prosecution history

  • 17 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 12 Jan 2026 — APPLICATION FILING RECEIPT MAILED
  • 12 Jan 2026 — NEW APPLICATION ENTERED

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