List of Polly Customers
San Francisco, 94104, CA,
United States
Since 2010, our global team of researchers has been studying Polly customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Polly for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Polly for Loan Management include: Movement Mortgage, a United States based Banking and Financial Services organisation with 4000 employees and revenues of $1.20 billion, New American Funding, a United States based Banking and Financial Services organisation with 4800 employees and revenues of $1.00 billion, Mountain West Financial, a United States based Banking and Financial Services organisation with 510 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using Polly, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Polly customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Mountain West Financial | Banking and Financial Services | 510 | $100M | United States | Polly | Polly | Loan Management | 2023 | n/a | In 2023 Mountain West Financial implemented Polly in its Loan Management environment. The deployment was integrated with Total Expert to establish a modern customer engagement and lending foundation for the company in the U.S. market. The implementation centered on Polly's Product & Pricing Engine (PPE). PPE was configured to deliver real time, scenario specific mortgage offers, pricing and rate lock functionality, and to enable rapid creation of MLS and non MLS rate flyers to support loan officer workflows. Integration with Total Expert allowed mortgage offers and marketing assets generated by Polly to be orchestrated into customer engagement workflows, aligning pricing decisions with outbound communications and flyer distribution. Operational coverage emphasized retail mortgage origination and loan officer productivity across Mountain West Financial's U.S. operations. Governance focused on pricing rules, scenario templates, and standardized flyer generation workflows to operationalize offer consistency and speed. The deployment resulted in faster pricing and flyer generation and improved loan officer engagement and deal flow. | |
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Movement Mortgage | Banking and Financial Services | 4000 | $1.2B | United States | Polly | Polly | Loan Management | 2023 | n/a | In 2023, Movement Mortgage implemented Polly as a core component of its Loan Management environment to improve loan pricing and origination workflows for national retail origination teams in the United States. The implementation leverages Polly's cloud-native Product & Pricing Engine to centralize price generation and lock workflow orchestration. Polly's Product & Pricing Engine was accessed through Fiserv's Mortgage Director, enabling tighter integration between pricing logic and the front-line loan officer experience. Functional capabilities emphasized in the deployment include dynamic rate and fee calculation, configurable pricing rules, and lock commitment workflow orchestration to support faster, more accurate loan pricing. Operational scope targeted Movement Mortgage's retail loan origination channels across the United States, with configuration focused on loan officer usability and pricing governance. The rollout centered on pricing and loan-origination process improvements and delivered greater speed and configurability for loan officers using Polly for Loan Management and day to day pricing decisions. | |
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New American Funding | Banking and Financial Services | 4800 | $1.0B | United States | Polly | Polly | Loan Management | 2023 | n/a | In 2023, New American Funding implemented Polly's cloud native Product & Pricing Engine PPE within its Loan Management environment to centralize product availability and accelerate time-to-market for mortgage products. Polly serves as the central pricing and eligibility decisioning layer, aligning New American Funding, Polly, Loan Management with mortgage pricing and eligibility business functions for loan officers across the United States. The implementation configured Product & Pricing Engine PPE capabilities including a centralized product catalog, automated pricing decisioning, and eligibility checks used by loan officers. Polly was deployed to provide real-time pricing and eligibility responses and to standardize rate sheet generation and product qualification workflows within the Loan Management domain. According to the vendor announcement, PPE usage is explicit for pricing and eligibility, and Polly has embedded AI capabilities with New American Funding as part of beta and test programs. Operational coverage focuses on mortgage origination pricing, product availability, and related pricing workflows supporting loan officers and downstream underwriting functions in the United States. Governance changes emphasized centralizing product availability and standardizing pricing workflows to tighten control over product rollout and pricing accuracy for loan officers. The announcement cites improved pricing accuracy, accelerated time-to-market for new mortgage products, and centralized product availability as outcomes of the Polly Product & Pricing Engine implementation. |
Buyer Intent: Companies Evaluating Polly
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