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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 Fiserv Mortgage Director?

Mortgage Director functions as the cutting-edge loan origination platform at the core of Fiserv's lending ecosystem. It streamlines lending operations and strengthens the relationship between lenders and their clients. In today's fiercely competitive lending environment, it is vital for lenders to adopt technology that enhances service quality, improves efficiency, and fulfills borrower demands. By bringing together all fundamental features within a single, integrated lending space, lenders can confidently move forward, assured that they have access to all necessary resources. Mortgage Director provides users with the tools they need to shape the future of lending while delivering a completely digital mortgage experience through a unified mortgage lending framework. This seamless integration not only simplifies workflows but also enables lenders to stay nimble and adaptable in response to changing market conditions. As a result, Mortgage Director positions lenders to thrive in an evolving industry landscape.

Media

Media

Integrations Supported

Charge-off Loan Tracker
CompenSafe
CustomFit.ai
Surefire CRM

Integrations Supported

Charge-off Loan Tracker
CompenSafe
CustomFit.ai
Surefire CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10000.00/one-time
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

Fiserv

Date Founded

1984

Company Location

United States

Company Website

fiserv.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

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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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