USPTO serial 97827023
LENDER TOOLKIT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 26, 2024
- Examiner
- WATTS-FITZGERALD, CAITLIN C
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with LENDER TOOLKIT?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Owner
Cottonwood Heights, UT
Cottonwood Heights, UT
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua G. Gigger
Joshua G. Gigger STOEL RIVES LLP201 SOUTH MAIN STREET, SUITE 205SALT LAKE CITY, UT 84111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for project management in the field of loan origination; downloadable software for automating the process of loan origination and loan underwriting; downloadable application programming interface (API) software; downloadable software using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting, as well as for increasing the efficiency of loan origination by analyzing and validating loan data and automating income calculation, document review, risk assessment, and decision making steps; downloadable software development kits (SDK) | ACTIVE | Dec 31, 2015 |
| 042 | Customizing computer software for automating the process of loan origination and loan underwriting, as well as for increasing the efficiency of loan origination by analyzing and validating loan data and automating income calculation, document review, risk assessment, and decision making steps; testing of computer software in the field of loan origination; design and development of computer software for project management in the field of loan origination; design and development of computer software for automating the process of loan origination and loan underwriting; providing temporary use of on-line non-downloadable software development tools for project management in the field of loan origination; providing temporary use of on-line non-downloadable software development tools for automating the process of loan origination and loan underwriting; application service provider (ASP), namely, hosting, managing, developing, analyzing, and maintaining applications, software, and websites of others in the field of loan origination; application service provider (ASP) featuring software for project management in the field of loan origination; application service provider (ASP) featuring software for automating the process of loan origination and loan underwriting; software as a service (SAAS) featuring software for project management related to loan origination;, software as a service (SAAS) featuring software for loan origination and underwriting process automation; platform as a service (PAAS) featuring computer software platforms for project management in the field of loan origination; platform as a service (PAAS) featuring computer software platforms for automating the process of loan origination and loan underwriting; application service provider (ASP) featuring software using robotic process automation and artificial intelligence for project management in the field of loan origination; application service provider (ASP) featuring software using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting; software as a service (SAAS) featuring software using robotic process automation and artificial intelligence for project management in the field of loan origination; software as a service (SAAS) featuring software using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting; platform as a service (PAAS) services featuring computer software platforms using robotic process automation and artificial intelligence for project management in the field of loan origination; platform as a service (PAAS) services featuring computer software platforms using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting; providing temporary use of online, non-downloadable computer software for project management in the field of loan origination; providing temporary use of non-downloadable computer software for automating the process of loan origination and loan underwriting; consulting services in the fields of design, selection, implementation and use of computer hardware and software systems for others in the field of loan origination; maintenance of computer software; technical support services, namely, troubleshooting of computer software problems in the field of loan origination; consultancy in the field of software design in the field of loan origination; design and implementation of software and technology solutions for the purpose of project management, process automation, API development and SDK development in the field of loan origination; installation, maintenance, and repair of software in the field of loan origination; technical consulting in the fields of robotic process automation and artificial intelligence (AI) software customization in the field of loan origination; testing, analysis, and evaluation of computers and computer software in the field of loan origination | ACTIVE | Dec 31, 2015 |
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 |
|---|---|---|---|
| Nov 26, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 26, 2024 | 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 30, 2024 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Oct 30, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 30, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 30, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 30, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 31, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 31, 2024 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 31, 2024 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 18, 2024 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 7, 2024 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 7, 2024 | IUAF | USE AMENDMENT FILED | — |
| Jun 6, 2024 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jun 6, 2024 | 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. |
| Feb 26, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Feb 26, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Dec 6, 2023 | 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. |
| Dec 6, 2023 | 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. |
| Dec 6, 2023 | 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. |
| Dec 5, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 27, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 10, 2023 | NWAP | NEW APPLICATION ENTERED | — |