GS0091: Downloadable computer software for the purpose of providing a finance platform to connect loan originators with bond investors, providing participation recommendations based on risk preferences, providing users ability to create whole loan participation pools and allocate loans to pools, providing financial reporting on loan servicing and whole loan participation settlements, providing financial analytics and surveillance data on portfolio and financial performance, providing whole loan participation pools based on bond investor's historic preferences and risk preferences, providing loan purchase services, providing loan servicing and settlement tracking and related financial reporting and analysis, and providing access to loan originator information, pricing and documents; all of the foregoing excluding investment management, investment services and asset management services
DS0000: "DIGITAL ASSET PLATFORM"
GS0421: Providing a website featuring technology that enables users to connect loan originators with bond investors, providing participation recommendations based on risk preferences, providing users ability to create whole loan participation pools and allocate loans to pools, providing financial reporting on loan servicing and whole loan participation settlements, providing financial analytics and surveillance data on portfolio and financial performance, providing whole loan participation pools based on bond investor's historic preferences and risk preferences, providing loan purchase services, providing loan servicing and settlement tracking and related financial reporting and analysis, and providing access to loan originator information, pricing and documents; providing temporary use of non-downloadable computer software for the purpose of connecting loan originators with bond investors, providing participation recommendations based on risk preferences, providing users ability to create whole loan participation pools and allocate loans to pools, providing financial reporting on loan servicing and whole loan participation settlements, providing financial analytics and surveillance data on portfolio and financial performance, providing whole loan participation pools based on bond investor's historic preferences and risk preferences, providing loan purchase services, providing loan servicing and settlement tracking and related financial reporting and analysis, and providing access to loan originator information, pricing and documents; all of the foregoing excluding investment management, investment services and asset management services
Case File Event Statements
3/26/2020 - 4 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
3/26/2020 - 4 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
6/14/2020 - 4 years ago
3 - ASSIGNED TO EXAMINERType:DOCK
6/20/2020 - 4 years ago
4 - NON-FINAL ACTION WRITTENType:CNRT
6/20/2020 - 4 years ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
6/20/2020 - 4 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
12/18/2020 - 4 years ago
7 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
12/18/2020 - 4 years ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
12/19/2020 - 4 years ago
9 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
1/14/2021 - 3 years ago
11 - NON-FINAL ACTION E-MAILEDType:GNRT
1/14/2021 - 3 years ago
10 - NON-FINAL ACTION WRITTENType:CNRT
1/14/2021 - 3 years ago
12 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
7/14/2021 - 3 years ago
14 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
7/15/2021 - 3 years ago
15 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
9/1/2021 - 3 years ago
17 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
7/14/2021 - 3 years ago
13 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
8/13/2021 - 3 years ago
16 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
9/21/2021 - 3 years ago
18 - PUBLISHED FOR OPPOSITIONType:PUBO
9/21/2021 - 3 years ago
19 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB