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PORTFOLIO UNDERWRITER
Live/Registered
SECTION 8-ACCEPTED

accepted

on 26 Jan 2024

Last Applicant/ Owned by

3240 El Camino Real #220

Irvine

CA

92602

Serial Number

87412986 filed on 16th Apr 2017

Registration Number

5342999 registered on 21st Nov 2017

in the Supplemental Register

Correspondent Address

Thomas W. Cook

Thomas W. Cook

P.O. BOX 1989

SAUSALITO,CA 94965

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

PORTFOLIO UNDERWRITER

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 pla Read 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; providing an 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

27th Mar 2017

First Use Date in Commerce

27th Mar 2017

Specimens


PORTFOLIO UNDERWRITER specimenPORTFOLIO UNDERWRITER specimenPORTFOLIO UNDERWRITER specimenPORTFOLIO UNDERWRITER specimenPORTFOLIO UNDERWRITER specimen

Mark Details


Serial Number

No 87412986

Mark Type

No Service Mark

Attorney Docket Number

No CIAO-1/PORTF

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


Show more

Status DateAction Taken
26th Jan 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
26th Jan 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
26th Jan 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
17th Nov 2023TEAS SECTION 8 RECEIVED
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
21st Nov 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED