Name: Polly/Product & Pricing Engine
Author: PollyEx dba Polly

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Polly's Product & Pricing Engine (PPE) is a tool designed to transform product and pricing in the mortgage industry. According to the vendor, it caters to banks, credit unions, and lenders of all sizes nationwide, providing a solution for mortgage lenders, loan officers, secondary marketing teams, capital market teams, and mortgage operations professionals.

## Key Features

**Rule Configuration**: According to the vendor, the platform offers native and sophisticated logic management tools that eliminate the need for complex hierarchies, potentially improving operational efficiency by allowing users to configure rules without cumbersome tree- or folder-type structures.

**Version Control**: The vendor claims that users can easily access and retrieve historical versions of rules, enabling them to review, reactivate, or price on any old version with ease.

**Historical Data**: According to the vendor, the platform offers re-price automation and worst-case pricing analysis, empowering users to run scenarios against prior days' pricing and configuration, leveraging historical data to make informed pricing decisions.

**Best Execution**: The vendor states that users can run multiple loan types simultaneously for completely customizable, blended best execution, thanks to the platform's support for flexible best execution strategies.

**Mobile UI**: The vendor claims that users can access accurate pricing and robust PPE functionality on the go, from any device, enabling them to run scenarios and perform pricing tasks from anywhere.

**No-Code Deploy**: According to the vendor, users can configure and test new products, pricing, and rules without coding, reducing reliance on external resources and enabling them to set and test new configurations within the app itself.

**Price Accurately with Confidence**: The vendor asserts that the platform's intuitive logic management tools create operational transparency and streamline workflows, while the native test and audit capabilities enable users to test and interact with PPE updates in advance, ensuring accurate pricing with confidence.

**Dynamic, Highly Configurable Margin Management**: According to the vendor, the platform allows for the creation of custom margin management rules with infinite dimensions, offering unmatched granularity by investor, channel, branch, broker, product, loan type, loan term, and loan-level parameters.

**Investor and HFA Support**: The vendor claims that Polly's PPE includes a wide variety of mortgage loan product types from leading industry investors, supporting Conforming, Construction, Government, Housing Finance Authority (HFA), Non-conforming, Non-QM, Portfolio products, and more.

**Custom Parameters**: The vendor states that the platform allows for streamlined configuration of any custom parameter, allowing for unlimited flexibility and scalability, with the ability to easily map standard and custom fields directly into any LOS, reducing manual workload.

Polly supports the mortgage industry with data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. The vendor states their mission is to help capital markets and secondary teams operate more efficiently with technology that is configured for each customers’ unique workflows and business needs. Users can configure rules, dynamically manage margin strategies, and distribute pricing across all channels.

Bidsketch is a sales proposal automation software solution offered by Bidsketch.

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Ignition is a platform for professional services that automates and optimizes proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin.

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Polly/Product & Pricing Engine

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

PollyEx dba Polly

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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Polly/Product & Pricing Engine
Formerly PollyEx

Overview

What is Polly/Product & Pricing Engine?