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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 Loansifter?

Mortgage brokers can significantly improve their opportunities by utilizing the Loansifter PPE, a platform that connects them to a wide range of investors and lending products. What sets this system apart is its ability to perform best execution searches across more than 120 wholesale investors, allowing elite brokers to stay ahead in a competitive market while effectively applying successful lending tactics. Users can swiftly check rates within minutes through a straightforward self-service setup, eliminating the need for a demonstration. The Loansifter PPE quickly assesses BESTX™ eligibility and pricing for diverse financing scenarios, accessing over a hundred investors and thousands of options in just seconds. With a simple click, users can view a detailed pricing grid and guidelines from more than 120 wholesale investors, making it easier to find the best deals. You can also streamline your workflow further by setting up default search criteria or linking directly to your LOS through Calyx Point®. The advanced capabilities of the Loansifter PPE significantly bolster operational efficiency, ensuring that brokers can reliably provide the most advantageous quotes. Ultimately, by integrating the Loansifter PPE into their processes, brokers not only simplify their operations but also enhance their ability to fulfill client demands with precision and assurance, thereby fostering stronger client relationships.

Media

Media

Integrations Supported

Integrations Supported

Calyx Point
LendingPad
MortgageHippo
Zillow
Zillow Rental Manager

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

Polly

Date Founded

2019

Company Location

United States

Company Website

polly.io

Company Facts

Organization Name

Optimal Blue

Date Founded

2002

Company Location

United States

Company Website

www2.optimalblue.com/product-and-pricing-for-mortgage-brokers/

Categories and Features

Mortgage and Loans

Not specified

Categories and Features

Executive Search

Not specified

Financial Data APIs

Not specified

Loan Servicing

Application Management
Auto Loans
Business Loans
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

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

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