| Serial Number | 87509827 |
| Word Mark | PORTFOLIO PRODUCER |
| Filing Date | Wednesday, June 28, 2017 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, May 28, 2025 |
| Registration Number | 5656774 |
| Registration Date | Tuesday, January 15, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 22, 2018 |
| NOT AVAILABLE | "PORTFOLIO" |
| Goods and 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 |
| 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 | Friday, July 7, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, October 30, 2017 |
| First Use In Commerce Date | Monday, October 30, 2017 |
| Party Name | Ciao, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92602 |
| Party Name | Ciao, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95120 |
| Party Name | Ciao, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95120 |
| Event Date | Event Description |
| Monday, September 25, 2017 | ASSIGNED TO EXAMINER |
| Friday, July 7, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 6, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, October 6, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, October 6, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 2, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 2, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 3, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, April 13, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 2, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 22, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 22, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 17, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 13, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, November 13, 2018 | USE AMENDMENT FILED |
| Friday, November 30, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, November 30, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, December 7, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, December 8, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 15, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 25, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, July 25, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, January 15, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 25, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 25, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 25, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 15, 2025 | TEAS SECTION 8 RECEIVED |
| Wednesday, May 28, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 28, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, May 28, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |