| Serial Number | 97827023 |
| Word Mark | LENDER TOOLKIT |
| Filing Date | Tuesday, March 7, 2023 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, November 5, 2024 |
| Registration Number | 0000000 |
| Registration Date | Tuesday, November 26, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Downloadable software for project management in the field of loan origination; downloadable software for automating the process of loan origination and loan underwriting; downloadable application programming interface (API) software; downloadable software using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting, as well as for increasing the efficiency of loan origination by analyzing and validating loan data and automating income calculation, document review, risk assessment, and decision making steps; downloadable software development kits (SDK) |
| Goods and Services | Customizing computer software for automating the process of loan origination and loan underwriting, as well as for increasing the efficiency of loan origination by analyzing and validating loan data and automating income calculation, document review, risk assessment, and decision making steps; testing of computer software in the field of loan origination; design and development of computer software for project management in the field of loan origination; design and development of computer software for automating the process of loan origination and loan underwriting; providing temporary use of on-line non-downloadable software development tools for project management in the field of loan origination; providing temporary use of on-line non-downloadable software development tools for automating the process of loan origination and loan underwriting; application service provider (ASP), namely, hosting, managing, developing, analyzing, and maintaining applications, software, and websites of others in the field of loan origination; application service provider (ASP) featuring software for project management in the field of loan origination; application service provider (ASP) featuring software for automating the process of loan origination and loan underwriting; software as a service (SAAS) featuring software for project management related to loan origination;, software as a service (SAAS) featuring software for loan origination and underwriting process automation; platform as a service (PAAS) featuring computer software platforms for project management in the field of loan origination; platform as a service (PAAS) featuring computer software platforms for automating the process of loan origination and loan underwriting; application service provider (ASP) featuring software using robotic process automation and artificial intelligence for project management in the field of loan origination; application service provider (ASP) featuring software using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting; software as a service (SAAS) featuring software using robotic process automation and artificial intelligence for project management in the field of loan origination; software as a service (SAAS) featuring software using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting; platform as a service (PAAS) services featuring computer software platforms using robotic process automation and artificial intelligence for project management in the field of loan origination; platform as a service (PAAS) services featuring computer software platforms using robotic process automation and artificial intelligence for automating the process of loan origination and loan underwriting; providing temporary use of online, non-downloadable computer software for project management in the field of loan origination; providing temporary use of non-downloadable computer software for automating the process of loan origination and loan underwriting; consulting services in the fields of design, selection, implementation and use of computer hardware and software systems for others in the field of loan origination; maintenance of computer software; technical support services, namely, troubleshooting of computer software problems in the field of loan origination; consultancy in the field of software design in the field of loan origination; design and implementation of software and technology solutions for the purpose of project management, process automation, API development and SDK development in the field of loan origination; installation, maintenance, and repair of software in the field of loan origination; technical consulting in the fields of robotic process automation and artificial intelligence (AI) software customization in the field of loan origination; testing, analysis, and evaluation of computers and computer software in the field of loan origination |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 27, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, December 31, 2015 |
| First Use In Commerce Date | Thursday, December 31, 2015 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 27, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, December 31, 2015 |
| First Use In Commerce Date | Thursday, December 31, 2015 |
| Party Name | Lender Toolkit, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cottonwood Heights, UT 84121 |
| Event Date | Event Description |
| Friday, March 10, 2023 | NEW APPLICATION ENTERED |
| Tuesday, December 5, 2023 | ASSIGNED TO EXAMINER |
| Monday, March 27, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 6, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 6, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 6, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 26, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, February 26, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, June 6, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, June 6, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 18, 2024 | USE AMENDMENT ACCEPTED |
| Friday, June 7, 2024 | USE AMENDMENT FILED |
| Friday, June 7, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, July 31, 2024 | FINAL REFUSAL WRITTEN |
| Wednesday, July 31, 2024 | FINAL REFUSAL E-MAILED |
| Wednesday, October 30, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 30, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 30, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 30, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 30, 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, July 31, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |