downloadable computer software and mobile applications for providing home and property owners with access to vendors for home improvement, maintenance, and repair services, real estate services, mortgage lending services, landscaping services, financial advisory services, and banking services; downloadable computer software and mobile applications for providing home and property owners with recommendations regarding upgrades and enhancements that will improve the value of the home or property; downloadable computer software and mobile applications for the purpose of networking home and property owners with mortgage coaches, certified financial advisors, local and regional banks, insurance companies, and retail partners; downloadable computer software and mobile applications for use in customer relationship management (crm); downloadable computer software and mobile applications for contact management, lead generation, communication between end-users and vendors, vendor management, tasks management, marketing, and customer service and support; downloadable computer software and mobile applications for use in creating a trusted ecosystem for clients that provides access to information regarding the homeownership journey; downloadable computer software and mobile applications for the management of regular home maintenance tasks by the homeowner; downloadable computer software and mobile applications for the management of personal tasks; downloadable computer software and mobile applications for the planning and management of major home maintenance tasks, remodels, upgrades, replacement or enhancement projects
Downloadable computer software and mobile applications for use in evaluating, understanding, researching, applying for, processing, obtaining, and tracking loans, loan pre-qualifications, and loan pre-approvals; downloadable computer software and mobile applications for assessing and managing loan risk and collecting data analytics for loan processing, approval and compliance; downloadable computer software and mobile applications for collaborating and communicating between borrowers, lenders, real estate agents, brokers, financial advisors, tax planners, insurance brokers, and others involved in financial planning and the loan process for sharing of documents and information between borrowers and lenders and others involved in financial planning and the loan process, and for storing data, documents and records for applying for, pre-approving, underwriting, processing, and obtaining loans, credit cards, and other consumer loan products for real estate and home purchase, lease, or rental,; downloadable computer software and mobile applications for enabling consumers and borrowers to obtain and store personal financial information, credit reports, loan pricing, loan rates, and loan information; downloadable computer software and mobile applications for enabling consumers and borrowers to calculate net worth, debt-to-income, and affordable market value; downloadable computer software and mobile applications for conducting consumer lending transactions; downloadable computer software and mobile applications for use in financial analysis, namely, financial planning, financial management, bill tracking and management, expense tracking and management, financial goal tracking, and financial risk awareness and management; downloadable computer software and mobile applications for use in personal financial management education; downloadable computer software and mobile applications for connecting and integrating with various third party products and services in the field of loan servicing; downloadable computer software and mobile applications for providing full-service financial management services; downloadable computer software and mobile applications for use in loan generation and lead generation based on customer personal financial data; all of the foregoing to assist the end-user in the home-ownership journey
software as a service (saas) services, namely, hosting software for use by others for use in personal financial planning and related services, namely, the origination and servicing of loans; software as a service (saas) services featuring software for use in evaluating, understanding, researching, applying for, processing, obtaining, and tracking loans, loan pre-qualifications, and loan pre-approvals; software as a service (saas) services featuring software for assessing and managing loan risk and collecting data analytics for loan processing, approval and compliance; software as a service (saas) services featuring software for collaborating and communicating between borrowers and lenders and others involved in personal financial planning and related services, namely, loan process, sharing of documents and information between borrowers and lenders and others involved in the loan process, and storing data, documents and records for applying for, pre-approving, underwriting, processing, and obtaining loans; software as a service (saas) services featuring software that enables borrowers to obtain personal financial information, credit reports, loan pricing, loan rates, and loan information; providing online non-downloadable software for consumer lending, financial analysis, financial planning, financial management, bill tracking and management, expense tracking and management, and financial goal tracking; software as a service (saas) services, featuring software for providing real time loan options, loan rates, calculators, loan approvals, loan underwriting without having to pull credit report; software as a service (saas) services featuring software for use in financial transactions sold to customers as white label software
