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What is Polly?

Polly offers an innovative and all-encompassing ecosystem for capital markets, which lenders depend on to optimize their performance from the initial rate lock all the way to the eventual sale and delivery of loans. By utilizing a suite of advanced tools, users can enhance loan sale execution through informed, data-driven choices. Effortlessly establish rules, oversee margin strategies in real-time, and rapidly disseminate pricing across multiple channels to maintain a competitive advantage and capture more business opportunities. Ensure that your business logic is applied accurately to prevent loans from being sold to the wrong investor, while also boosting investor hit rates through our sophisticated rule system. Take advantage of our intuitive, code-free rule editor to customize investor eligibility according to your specific needs. With a single click, you can distribute loans to all your investors utilizing automatically filtered bid tapes that match their eligibility criteria, ensuring that no loan is sold to an investor who cannot purchase it. This robust platform streamlines the entire process, enabling smarter and more efficient transactions in capital markets, ultimately leading to increased profitability and growth potential for lenders. As a result, Polly not only simplifies operations but also empowers users to make informed strategic decisions that drive success.

What is Factual Data?

Involve consumers in your sales funnel without showcasing trigger products, while concurrently assessing product alternatives via a soft inquiry credit report. This strategy enables you to preemptively identify if a consumer fulfills the required credit standards, allowing you to initiate the application process only when it is advantageous, thus conserving valuable time and resources over time. By leveraging merged credit reports, you acquire an up-to-date overview of a borrower's credit history, presented in an easily digestible format. Reports can be conveniently ordered from our secure website or through various integrated loan origination (LOS) and point of sale (POS) systems. Additionally, with a direct link to Fannie Mae® and Freddie Mac®, Factual Data runs its proprietary technology platform, which boosts our responsiveness and agility. Automating workflows by defining your business rules can further optimize the consumer application process, promoting efficiency and uniformity. This comprehensive method not only elevates the consumer experience but also enhances the overall efficacy of your operations, ultimately contributing to a more streamlined workflow within your organization. The result is a more satisfied customer base and improved operational performance.

Media

Media

Integrations Supported

ASTRAD DSP
Partoo
nCino Cloud Banking Platform

Integrations Supported

ASTRAD DSP
Partoo
nCino Cloud Banking Platform

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Polly

Date Founded

2019

Company Location

United States

Company Website

polly.io

Company Facts

Organization Name

Factual Data

Date Founded

1948

Company Location

United States

Company Website

www.factualdata.com

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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