USPTO serial 87412986
PORTFOLIO UNDERWRITER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 21, 2017
- Examiner
- NGUYEN, NICOLE ASHLEY
- Law office
- TMEG LAW OFFICE 107
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Thomas W. Cook
Thomas W. Cook THOMAS COOK INTELLECTUAL PROPERTY ATTORNEYSP.O. BOX 1989SAUSALITO, CA 94965United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | 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; providing an 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 | ACTIVE | Mar 27, 2017 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 26, 2024 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jan 26, 2024 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Jan 26, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 17, 2023 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jul 25, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 25, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 25, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 25, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 25, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 21, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 21, 2017 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Oct 19, 2017 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Oct 15, 2017 | ALIE | ASSIGNED TO LIE | — |
| Oct 2, 2017 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Sep 29, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 28, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 28, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 23, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 23, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 23, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 2, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 2, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 2, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 11, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 11, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 11, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 11, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 21, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |