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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 MORTGAGESIMPLIFY?

Optimize your loan process from the very first interaction to the ultimate approval by integrating seamlessly with existing LOS platforms like Encompass and CALYX. Boost your operational efficiency by conserving valuable time and gaining immediate access to essential information in real-time. Strengthen your competitive position in the market by leveraging unique tools that distinguish you from others. Remain ahead of your competitors with accessible marketing resources tailored for your needs. Obtain a clear view of all your key performance indicators at various levels, including loan officers, branches, and the company as a whole, through customizable daily, weekly, or monthly reports. Experience an easy setup and configuration process that allows for the smooth synchronization of lead, loan, and partner data across systems such as Encompass. Streamline lead distribution based on specific business rules or current workload capacity. Manage partner information, communications, and marketing campaigns with ease. Launch and oversee campaigns using user-friendly templates and group functionalities that simplify the process. Monitor leads effectively by tracking their activities and updates within a single, centralized dashboard. Automate notifications for borrowers, realtors, and loan officers at every stage of the loan process through a variety of triggers, keeping all parties informed and engaged throughout. By adopting these innovative strategies, you can transform your loan processing journey and achieve superior outcomes for your business, ensuring that you not only meet but exceed client expectations.

Media

Media

Integrations Supported

Calyx Point
Encompass

Integrations Supported

Calyx Point
Encompass

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

Techniecode

Company Location

United States

Company Website

www.techniecode.com/mortgage-simplify

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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