TREA

87509827 - PORTFOLIO PRODUCER

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Information

  • Trademark
  • 87509827
  • Serial Number
    87509827
  • Registration Number
    5656774
  • Filing Date
    June 28, 2017
    9 years ago
  • Registration Date
    January 15, 2019
    7 years ago
  • Transaction Date
    May 29, 2025
    a year ago
  • Status Date
    May 28, 2025
    a year ago
  • Published for Opposition Date
    May 22, 2018
    8 years ago
  • Location Date
    May 28, 2025
    a year ago
  • First Use Anywhere Date
    October 30, 2017
    8 years ago
  • First Use In Commerce Date
    October 30, 2017
    8 years ago
  • Status Code
    701
  • Current Location
    Historical data usage
    Employee Name
    ADEMI, XHENETA
  • Attorney Docket Number
    CIA/PORTFOLI
    Attorney Name
    Thomas W. Cook
  • Owners
Information
Mark Drawing Code
4
Mark Identification
PORTFOLIO PRODUCER
Case File Statements
  • DS0000: "PORTFOLIO"
  • GS0421: 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
Case File Event Statements
  • 9/25/2017 - 9 years ago
    2 - ASSIGNED TO EXAMINER Type: DOCK
  • 7/7/2017 - 9 years ago
    1 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 10/6/2017 - 8 years ago
    3 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 10/6/2017 - 8 years ago
    4 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 10/6/2017 - 8 years ago
    5 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 4/2/2018 - 8 years ago
    6 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 4/2/2018 - 8 years ago
    7 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 4/3/2018 - 8 years ago
    8 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 4/13/2018 - 8 years ago
    9 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 5/2/2018 - 8 years ago
    10 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 5/22/2018 - 8 years ago
    11 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 5/22/2018 - 8 years ago
    12 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 7/17/2018 - 8 years ago
    13 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM
  • 11/13/2018 - 7 years ago
    14 - TEAS STATEMENT OF USE RECEIVED Type: EISU
  • 11/13/2018 - 7 years ago
    16 - USE AMENDMENT FILED Type: IUAF
  • 11/30/2018 - 7 years ago
    15 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU
  • 11/30/2018 - 7 years ago
    17 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC
  • 12/7/2018 - 7 years ago
    18 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR
  • 12/8/2018 - 7 years ago
    19 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA
  • 1/15/2019 - 7 years ago
    20 - REGISTERED-PRINCIPAL REGISTER Type: R.PR
  • 7/25/2023 - 3 years ago
    21 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR
  • 7/25/2023 - 3 years ago
    22 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN
  • 1/15/2024 - 2 years ago
    26 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Type: REM1
  • 7/25/2023 - 3 years ago
    23 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP
  • 7/25/2023 - 3 years ago
    24 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA
  • 7/25/2023 - 3 years ago
    25 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA
  • 1/15/2025 - a year ago
    27 - TEAS SECTION 8 RECEIVED Type: ES8R
  • 5/28/2025 - a year ago
    28 - CASE ASSIGNED TO POST REGISTRATION PARALEGAL Type: APRE
  • 5/28/2025 - a year ago
    29 - REGISTERED - SEC. 8 (6-YR) ACCEPTED Type: 8.OK
  • 5/28/2025 - a year ago
    30 - NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED Type: NAS8