USPTO serial 99743699
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The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Deadline: November 18, 2026
The USPTO examiner found no conflicting marks but requires a formal disclaimer for the descriptive word 'FINANCIAL'.
SBA Fintech, Inc.
Indianapolis, IN, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Providing financial information in the field of small business financing; providing information relating to loan eligibility, lender requirements, and financing options; providing assistance in preparing and completing applications for commercial loans; providing referrals to third-party lenders; providing financial information and advisory services relating to cash flow management and financing readiness for small businesses | ACTIVE | Feb 15, 2026 |
| 042 | Software as a service (SaaS) featuring software for creating business plans and financial projections, small business financial management, cash flow forecasting, budgeting, financing readiness assessment, document collection and organization for lending transactions, customer pipeline management, customer acquisition workflow management, recruiting and talent acquisition workflow management, and automation of financial management, customer acquisition, and recruiting processes; providing temporary use of non-downloadable artificial intelligence software for financial analysis, financing readiness assessment, cash flow planning, customer acquisition workflow management, recruiting and talent acquisition workflow management, and automation of financial management, customer acquisition, and recruiting processes | ACTIVE | Feb 15, 2026 |
| Date | Code | Event |
|---|---|---|
| Aug 18, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 18, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 18, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Aug 13, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 3, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 3, 2026 | NWAP | NEW APPLICATION ENTERED |