In a statement, Uplist President Jeff Bell called the new integration a “game-changer” for client retention and refinance opportunities.
“With Polly’s innovative pricing technology embedded in Uplist, our users can seamlessly deliver critical rate updates within our suite of products, creating stronger, long-lasting client relationships,” Bell said.
Matt Clarke, the president and chief operating officer of Churchill Mortgage, highlighted the integration as a way to provide LOs with “the agility to respond with precise, up-to-the-minute rate insights and collateral.”
“This partnership enhances our loan officers’ ability to serve clients proactively and strategically, giving them a competitive edge in any mortgage market condition,” Clarke added.
The integration comes at a time of rising refinancing activity.
According to weekly data from the Mortgage Bankers Association (MBA), refinance applications jumped 37% for the week ending Feb. 28. That’s an 83% increase compared to the same time last year. The trend suggests that lower mortgage rates are prompting more homeowners to refinance and secure lower monthly payments.
Polly’s PPE platform is gaining industrywide adoption too. In January, mortgage lenders New American Funding (NAF) and ResiCentral implemented Polly’s technology to enhance productivity and streamline loan processing. With Polly’s tools, NAF reviewed more than 7,200 ineligible products and improved loan officer efficiency.
ResiCentral President Brian Permutt emphasized the role of artificial intelligence in balancing automation with human expertise.
“By automatically generating accurate prices and identifying the right loan product, we’re empowering mortgage brokers to focus on what matters most — providing a personal touch. The agent doesn’t replace the human connection; it enhances it,” Permutt said in a statement.
