PORTFOLIO PRODUCER
LIVE

Serial Number

87509827

Owner

CIAO, INC.

Attorney

Thomas W. Cook

First Use Date

Oct 30, 2017

Filing Date

Jun 28, 2017

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PORTFOLIO PRODUCER Trademark

Serial Number: 87509827 • Registration: 5656774

PORTFOLIO PRODUCER is a trademark filed by CIAO, INC. on June 28, 2017. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

CIAO, INC. (11 trademarks)

SUITE 220
HOUSTON, HARRIS COUNTY, TX 77063

Entity Type: 03

Trademark Details

Filing Date

June 28, 2017

Registration Date

January 15, 2019

First Use Anywhere

October 30, 2017

First Use in Commerce

October 30, 2017

Published for Opposition

May 22, 2018

Goods & 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 28, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 28, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 28, 2025 APRE
TEAS SECTION 8 RECEIVED
Jan 15, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 15, 2024 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 25, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 25, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 25, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 25, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 25, 2023 COAR
REGISTERED-PRINCIPAL REGISTER
Jan 15, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Dec 8, 2018 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Dec 7, 2018 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Nov 30, 2018 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Nov 30, 2018 AITU
USE AMENDMENT FILED
Nov 13, 2018 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 13, 2018 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 17, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 22, 2018 NPUB
PUBLISHED FOR OPPOSITION
May 22, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 2, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 13, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 3, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 2, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 2, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 6, 2017 GNRN
NON-FINAL ACTION E-MAILED
Oct 6, 2017 GNRT
NON-FINAL ACTION WRITTEN
Oct 6, 2017 CNRT
ASSIGNED TO EXAMINER
Sep 25, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 7, 2017 NWOS