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PORTFOLIO PRODUCER
Live/Registered
REGISTERED

on 15 Jan 2019

Last Applicant/ Owned by

3240 El Camino Real #220

Irvine

CA

92602

Serial Number

87509827 filed on 28th Jun 2017

Registration Number

5656774 registered on 15th Jan 2019

in the Principal Register

Correspondent Address

Thomas W. Cook

THOMAS COOK INTELLECTUAL PROPERTY ATTORN

P.O. BOX 1989, 3030 BRIDGEWAY, SUITE 425

SAUSALITO,CA 94965

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"PORTFOLIO"

PORTFOLIO PRODUCER

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 plaRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


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; 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


First Use Date in General

30th Oct 2017

First Use Date in Commerce

30th Oct 2017

Mark Details


Serial Number

No 87509827

Mark Type

No Service Mark

Attorney Docket Number

No CIA/PORTFOLI

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


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Status DateAction Taken
15th Jan 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
25th Jul 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
25th Jul 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
25th Jul 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
25th Jul 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
25th Jul 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
15th Jan 2019REGISTERED-PRINCIPAL REGISTER
08th Dec 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07th Dec 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
30th Nov 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL