PORTFOLIO UNDERWRITER Trademark

Trademark Overview


On Sunday, April 16, 2017, a trademark application was filed for PORTFOLIO UNDERWRITER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO UNDERWRITER trademark a serial number of 87412986. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, January 26, 2024. This trademark is owned by Ciao, Inc.. The PORTFOLIO UNDERWRITER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

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 ...
portfolio underwriter

General Information


Serial Number87412986
Word MarkPORTFOLIO UNDERWRITER
Filing DateSunday, April 16, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, January 26, 2024
Registration Number5342999
Registration DateTuesday, November 21, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesIntegrated 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

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, April 21, 2017
Primary Code042
First Use Anywhere DateMonday, March 27, 2017
First Use In Commerce DateMonday, March 27, 2017

Trademark Owner History


Party NameCiao, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIrvine, CA 92602

Party NameCiao, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95120

Trademark Events


Event DateEvent Description
Friday, January 26, 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, January 26, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, January 26, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, November 17, 2023TEAS SECTION 8 RECEIVED
Tuesday, July 25, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 25, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, July 25, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 25, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, July 25, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 21, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 21, 2017REGISTERED-SUPPLEMENTAL REGISTER
Thursday, October 19, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Sunday, October 15, 2017ASSIGNED TO LIE
Monday, October 2, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, September 29, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 28, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 28, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 23, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, August 23, 2017NON-FINAL ACTION E-MAILED
Wednesday, August 23, 2017NON-FINAL ACTION WRITTEN
Wednesday, August 2, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 2, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 2, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 11, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 11, 2017NON-FINAL ACTION E-MAILED
Tuesday, July 11, 2017NON-FINAL ACTION WRITTEN
Tuesday, July 11, 2017ASSIGNED TO EXAMINER
Friday, April 21, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED