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Polly announced on Wednesday its API integration with Total Expert, a customer engagement platform for financial institutions.

New API integration allows lenders to generate tailored marketing materials that include rate, monthly payment and APR based on unique borrower details.

Remember, not all math puns are terrible...just sum. Analyzing residential servicing is a combination of math and psychology. If you were an institution thinking of buying mortgage servicing rights (MSR), or a lender running the numbers on retaining servicing rather than selling it to an aggregator like AmeriHome or Penny Mac, you don’t like hearing the saying, “Marry the house, date the rate.” You’d prefer that the loan stay “on your books” well into the future because you want the monthly cash flow. In 2020 and 2021 origination income was dominant. B...

16.02.2023 - Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc. (NASDAQ: BRP) (“Guided”), has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable ...

As I type this piece on Friday morning, I am at the O’Hare aerodrome for a flight from Chicago to San Francisco. O’Hare is packed and humming… What economic slowdown? Does my opinion on the economy matter any more than yours, or… that of the guy running JPMorgan Chase? Last June CEO Jamie Dimon warned of an economic "hurricane" down the road. “Hurricane” is pretty sensationalist, especially when it hasn’t happened. This week he told Reuters that the U.S. economy was in “good shape.” It’s a safe bet that inf...