U.S. federal trademark · Serial No. 99037621
Software as a service (SAAS) services featuring software for customer onboarding, client management, deal pipeline management, deal document submission and management, developing and managing summaries of transactions, reviewing and downloading statements, chargeback and dispute-mediation and management services, managing the exchange of documents and other information with underwriters, sales-agent training, and providing sales brochures and other sales materials to sales agents
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.