Drawing for PORTFOLIO PRODUCER

USPTO serial 87509827

PORTFOLIO PRODUCER

Reviewed by CopyMark Law Group

Reg. 5656774Status 701Registered
Filing date
Status date
Registration date
Jan 15, 2019
Examiner
ADEMI, XHENETA
Law office
Historical data usage

What this means

Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.

Status 701: Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary.

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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 States

Goods and services

ClassDescriptionStatusFirst use
042Integrated 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 requirementsACTIVEOct 30, 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

DateCodeEventWhat it means
May 28, 2025NAS8NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED—
May 28, 20258.OKREGISTERED - SEC. 8 (6-YR) ACCEPTEDThe 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.
May 28, 2025APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Jan 15, 2025ES8RTEAS SECTION 8 RECEIVED—
Jan 15, 2024REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Jul 25, 2023TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jul 25, 2023ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2023REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jul 25, 2023CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jul 25, 2023COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Jan 15, 2019R.PRREGISTERED-PRINCIPAL REGISTERYour trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive.
Dec 8, 2018SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Dec 7, 2018CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Nov 30, 2018SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Nov 30, 2018AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Nov 13, 2018IUAFUSE AMENDMENT FILED—
Nov 13, 2018EISUTEAS STATEMENT OF USE RECEIVEDThe applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action.
Jul 17, 2018NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date.
May 22, 2018NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
May 22, 2018PUBOPUBLISHED FOR OPPOSITIONYour mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance.
May 2, 2018NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Apr 13, 2018CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Apr 3, 2018TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Apr 2, 2018CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Apr 2, 2018TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Oct 6, 2017GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
Oct 6, 2017GNRTNON-FINAL ACTION E-MAILEDA 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.
Oct 6, 2017CNRTNON-FINAL ACTION WRITTENA 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.
Sep 25, 2017DOCKASSIGNED TO EXAMINER—
Jul 7, 2017NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—

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