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Official data from USPTO

PORTFOLIO UNDERWRITER

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PORTFOLIO UNDERWRITER

ST13

US500000087412986

Class

42

Filing

87412986

Registration

5342999

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

01/26/2024

Trademark type

Word

Nice classes

42

Filing date

04/16/2017

Registration date

11/21/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/26/2024

Last transaction

01/26/2024

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

First use anywhere

03/27/2017

First use in commerce

03/27/2017

Drawing code

4

Owner type

03

Owner location

Irvine, CA, US

Examiner

NGUYEN,NICOLE ASHLEY

Law office

L70

Current location

TMEG LAW OFFICE 107

Holders and representatives

Holders

Ciao, Inc.
Ciao, Inc.

Representatives

Thomas W. Cook THOMAS COOK INTELLECTUAL PROPERTY ATTORNEYS

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

Integrated automated distribution and decision-making solutions in the nature of providing temporary use of non-downloadable software for loan decisioninganalysis 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 applicationsmortgage loans for saleprocessing of data and documents in relation to loan servicing; cloud-based loan origination software servicesproviding temporary use of online non-downloadable cloud computing software for loan origination and for loan management for use by lendersavailable 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 originatorsmortgage lendersmortgage wholesalers and mortgage investorsfeaturing loan aggregator-specific products in the nature of non-downloadable software for automated underwritingloan pricingcreating loan aggregator-specific loan applications and credit reports; automated decision-making services for analyzing and evaluating mortgagesproviding software as a service (SaaS) in the financial services industryfeaturing software for evaluating residential mortgages to provide an assessment of credit riskprogram eligibilityloan pricingapproval requirements

Publications

History of USPTO decisions and trademark events.

28 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

01/26/2024

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

01/26/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

01/26/2024

ES8R

TEAS SECTION 8 RECEIVED

11/17/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/25/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/25/2023

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

07/25/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/25/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

07/25/2023

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

11/21/2022

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

11/21/2017

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

10/19/2017

ALIE

ASSIGNED TO LIE

10/15/2017

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

10/02/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/29/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/28/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/28/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/23/2017

GNRT

NON-FINAL ACTION E-MAILED

08/23/2017

CNRT

NON-FINAL ACTION WRITTEN

08/23/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

08/02/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/02/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

08/02/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/11/2017

GNRT

NON-FINAL ACTION E-MAILED

07/11/2017

CNRT

NON-FINAL ACTION WRITTEN

07/11/2017

DOCK

ASSIGNED TO EXAMINER

07/11/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/21/2017

Continuous trademark protection

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