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Live / Applied — New application — not yet assigned to an examiner (as of 11 Mar 2026)

What this means for you

Not registered yet, but its 11 Mar 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
99696809
Mark type
Stylized text
Filed
11 Mar 2026
Attorney of record
David E. Heisey

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable virtual assistant software using artificial intelligence and natural language processing for replying to questions from customers and providing solutions to customers in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation; Downloadable machine learning-based language and speech processing software in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation; Downloadable chatbot software for simulating conversations in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation; Downloadable software in the nature of an artificial intelligence model for performing generative text artificial intelligence (AI) tasks and natural language processing artificial intelligence (AI) tasks in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation
  • Class 036 — Insurance and financial services: Financial services, namely, mortgage planning and lending; Banking services; Loan financing; Providing financial information; Financial information and advisory services, namely, advisory services for inquiries from customers in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation, provided via voice, text and video chat through a virtual assistant software using artificial intelligence and natural language processing
  • Class 042 — Scientific and technological services: Providing online non-downloadable virtual assistant software using artificial intelligence and natural language processing for replying to questions from customers and providing solutions to customers in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation; Providing online non-downloadable chatbot software for simulating conversations in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation; Providing temporary use of online non-downloadable software in the nature of an artificial intelligence model for performing generative text artificial intelligence (AI) tasks and natural language processing artificial intelligence (AI) tasks in the field of mortgage financing, mortgage refinancing, reverse mortgages, home equity, credit improvement, and financial consultation

Owner

Prosecution history

  • 11 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 11 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 11 Mar 2026 — NEW APPLICATION ENTERED

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