How to Setup Polly PPE

A step-by-step guide to setup Polly

System admins can go to settings
actions
pricing provider
contacts
check the box for Polly
Enter credentials (see below example)
Save.
Go back into the action and hit activate action
Click save.
- The Org Ticker from Polly is to be filled into the Code field in LendingPad
- The originator ID can be left blank
- If each user has their credentials, they must enter them in their profile. Be sure to set the source type for the user.
- At this time we do not support Audience IDs.

See this LINK for contact info for Polly sales
Currently, we do not support any exception status within Polly. Please have your secondary desk review any requests within Polly and sync back with Lendingpad to update the secondary section within each file.

Polly & LP Sync loan data update fields list

Loan Amount
HelocLineAmount
HelocDrawAmount
SecondAmount
Purchase Price
Appraisal Value
Loan Type
EscrowWaiver/Impound
Purpose-------Loan purpose
Occupancy
PropertyType----
Units---------Loan subject property units
CashOutAmount
MonthsOfReserves
FICO: if LendingPad loan FICO is estimated (No credit report yet)
IsMortgageInsurancePaidByBorrower;----------LPMI true or false
IsRelocationLoan
Aus----------------DU/LPA or null

Polly & LP Sync loan data comparison watch list ---------sys will generate an auto UW condition to show what are diff with Polly
PropertyType
IsNonOccupancyBuyer
IsSelfEmployed
PrePaymentPenaltyStructure--------Polly name, our end is using the PPP term
VaLoanHistory
Fico
Purpose
TemporaryBuydownType
Property County
LoanType
AmortizationType
LoanTerm
IsRelocationLoan