Switching technology providers is equal parts exciting and daunting. We understand this completely. Implementation challenges fall among the myriad of other obstacles that have beset the mortgage industry over the last 20+ years.

But as we always say, along came Polly.

When Polly introduced the industry’s first cloud-native, commercially scalable product and pricing engine (PPE), we made a commitment to ensure that lenders of any type or size could capitalize on its unparalleled value. We also made a commitment to rewriting narratives across the mortgage capital markets vertical. This focus and drive has never wavered. 

We aim to optimize revenue per loan and drive down operational costs, all while providing the most complete, transparent, and advanced platform. But where does this journey to optimization and ROI truly begin? We believe it starts with a stress-free, efficient implementation and onboarding process that examines all aspects of your business to craft a bespoke solution that fits your unique business needs.

As detailed in our latest blog, Polly has invested significant resources into perfecting our implementation and onboarding process in response to our sensational growth over the last year. By prioritizing and scaling these important functions, our dedicated team is able to maintain Polly's superior standards of service and an impeccable implementation track record.

But, don't just take our word for it...

Here's how Polly helped VanDyk Mortgage Corporation and iQ Credit Union achieve their goals.

VanDyk Mortgage Corporation: Empowering super users

VanDyk Mortgage Corporation sought Polly after facing significant challenges with their legacy PPE provider. The lack of flexibility in their old system left them frustrated as it required inefficient workarounds for their unique business processes.

Polly's bespoke solution was the perfect fit, from its simple yet intuitive user interface to its ability to scale with and accommodate VanDyk's evolving strategies. With our team of mortgage capital market experts at the helm, Polly quickly established a tailored implementation plan to get VanDyk up and running quickly.

"From our very first interaction, the process was detailed and thorough," said Brad Chatel, Vice President of Secondary and Capital Markets at VanDyk Mortgage Corporation. "Our professional services manager, Adam Nicholson, and his team proactively outlined every intricate detail of the implementation and onboarding process. Together, we developed an action plan that was tailored specifically to us. Polly's team set clear and defined expectations, and we always knew exactly what was coming or what was slated to be complete before our next meeting. He never once dropped the ball."  

Throughout the implementation and onboarding process, Adam's team provided extensive training to VanDyk so they could take full advantage of the platform's many benefits. In fact, the VanDyk team noted that after just three short months of using the Polly PPE, they felt more comfortable than they had with their legacy system — and that was after years of use! 

"It's not just the platform that was customized for our needs; it was the training as well," added Zuzana Kivakaite-Dowell, Lock Desk Supervisor. "Polly gave us the keys to the PPE engine and put us in the driver’s seat. Their hands-on approach made us the product experts, and we now feel fully confident in training our own staff thanks to the guidance of Adam and his team. We are definitely super users at this point."

VanDyk is now able to configure their platform in ways that their legacy engine could not support, from adding new branches to handling unique avenues of sourced leads and loan officer configurations.

"Flexibility is key in this industry, and Polly lets us adapt to changes instantly," said Chatel. “The platform is far less rigid. We can literally add a new field and be pricing to it that same day! Considering where the industry is headed with FHFA changes, that functionality is vital."

"From the start, Adam and the teams' awareness and positive attitude has been instrumental to achieving our goals. Out of all the implementations I have played an active role in throughout my career, I can say with complete confidence that Polly's was easily the quickest and most seamless. We were even ready for activation weeks ahead of our agreed-upon schedule."

iQ Credit Union: A partner for growth

At For iQ Credit Union, Polly's adaptability was key to their growing operations. As they expanded, they needed a PPE that could scale with them while allowing for near-infinite customization and control. 

Brad Abrams, secondary market specialist at iQ Credit Union, shared: "What I really loved about Polly's onboarding process was how it was designed in such a way that allowed me to go at my own pace. Adam and his team did this very effectively by creating a detailed yet flexible timeline, and proactive communication. It was extremely helpful and quickly put me at ease."

As the implementation process progressed, Polly's team took charge and Abrams quickly realized a multitude of time-saving benefits compared to their previous solution. 

One key pain-point iQ Credit Union needed to solve was their previous solution's inflexibility when it came to eligibility rules for portfolio products, a strategy that iQ Credit Union put in place to better serve their member base.

"The ability to set custom parameters for our unique rule configurations is a huge win for us," explained Abrams. "And everything syncs seamlessly across the platform, from the scenario UI to the loan officer UI. This capability is extremely beneficial since we previously had to go in and adjust these files manually. Any changes we need to make — from rates to repricing a product — can now be done on the fly right within the platform, which then notifies the rest of my team. Automating this process has saved us a considerable amount of time."

Post-implementation, Polly continues to ensure iQ Credit Union is fully supported.

"The transition from implementation to our account manager, Alex, was so smooth that we barely even noticed," Abrams said. "He is incredibly knowledgeable. He started to join our implementation calls while we were still onboarding, absorbing as much information as he could about our specific workflows and needs. Toward the end of implementation, Alex became even more and more involved. This created a seamless handoff and he has continued to take great care in making sure everything is, and continues to, run smoothly."

A commitment to excellence

Polly will stop at nothing to go the extra mile for our customer partners. We pride ourselves in open, transparent communication and proactive collaboration throughout the entire implementation and onboarding journey, and beyond.

"Everybody is scared of the unknown, especially when it comes to these big software implementations," shared Chatel. "But Polly delivered total peace of mind, staying 100% true to their word and launching well ahead of our desired go-live date."

"Polly has delivered a very customizable platform and the implementation team has been incredibly helpful throughout. They have provided fantastic support, walking us through everything we need to know about the platform in detail. I definitely recommend Polly over other pricing solutions on the market."

Are you ready to explore the ROI and value that can be attained by adopting Polly's next-generation PPE? Let's connect and talk through what your implementation journey could look like. No question is off the table.