Command Center
Connecting…
📥
Inbox
emails received
📎
Attachments
rate sheet files
🔍
Parsed
sheets in DB
Active
serving pricing
🚨
Quarantined
needs review
Active Sheets
Published & live
Quarantined
Awaiting review
Needs Review
Low confidence
Investors
Active sources
Total Rows
Base pricing extracted

✨ What's New

📭
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Total Loans
Pre-Approved
Locked
Funded
Fell Out
Pull-Through
Loan Pipeline
BorrowerLOScenarioInvestor Locked PriceStatusLock ExpiresActions
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📊 Pull-Through by Investor

How often locked loans actually fund per investor — the closed-loop KPI that reveals operational quality beyond just quoted price.

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💬 Consumer Rate Quotes

Anonymous quotes generated by website/embed lead-gen. Conversion = quote linked to a loan row.

Quotes (30d)
Converted
Conversion Rate
Top Source
CreatedBorrowerScenarioSourceTokenStatus
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📘 Mortgage Coach Reports

Borrower-facing TCO / side-by-side / refi / HELOC reports. Preview inline HTML or send by email.

CreatedTypeBorrowerStatusActions
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⚖️ QM Points & Fees Limits (CFPB)

Federal caps under 12 CFR 1026.43. Screen LLPA packages before publishing to consumers.

Loan Amount RangeMax %Flat CapNotes
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Investor Status Rows Investor Sent Arrived Aspire Fwd to Platform Parsed Age
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Investor Directory
NameTickerActive SheetsPricing Rows Last IngestedConfidenceStaleness
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Investor

🪜 Shop Rates

Scan rates in 1/8 increments across all investors. Click a cell → lock in one click.

Scenario

15
30
45
60
90
🪜
Enter scenario → Price

Selected Rate

Click any cell in the ladder to select a rate.
Keyboard: ↑↓ to navigate rates · ←→ to switch investors · Enter to lock
🔒 Lock This Rate

Borrower & Property

Lock Preview

Rate
Investor
Base Price
Points
Lock Period
Loan Amount
Lock Expires
Est. Monthly P&I
Submitting will create a lock request (status: submitted), fire lock.lock_submitted webhook, and start the approval timer.

AI Pricing Assistant NEW

Type or speak a loan scenario in plain English. Our AI parses it and finds the best execution across all investors.

Examples: jumbo second home · FHA streamline · investor cashout

Best-Execution Simulator

Or enter fields manually.

🆚 Scenario Comparison

Compare multiple scenarios side-by-side with deltas vs the base. Great for "what if we bumped LTV from 80 to 75?" analysis.

📋 Bulk Pricing (Pipeline)

Paste a CSV of scenarios (one per line) to price your entire pipeline in one call. Columns: label,fico,ltv,rate,lock,amount

🧰 Pricing Engine Tools

Polly-equivalent primitives — dry-run rules, resolve derived fields, force-expire pricing, and run full scenario analysis.

Pricing Configurations

Per-lender / per-channel rule bundles — Polly-equivalent config system.

Select a config from the list, or create a new one.

MI Rate Cards & Configurations

7 mortgage insurance providers — toggle active, edit eligibility defaults, run live quotes.

MI Configurations

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Recent Quotes

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Active Rows
Investors
Freshest Data
Stalest Data
Price Spread (bps)

📊 Live Rate Matrix — Median Net Prices

Aggregate median price across all active investors. Color intensity shows spread (max-min). Green = tight spread (competitive), red = wide spread (opportunity).

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🔥 Biggest Movers (24h)

Investors ranked by absolute price change since their last superseded sheet.

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📈 Historical Rate Trend

Median price per investor at 30-day lock, from daily end-of-day snapshots.

📊 TBA Market

Favorite TBA benchmarks + recent bid snapshots.

🧩 EMBEDDABLE WIDGETS
Drop-in pricing on any broker site
4 widget kinds: rate table · scenario form · quick quote · AI chat. One line of JS.
NameKindStatusViews (30d)OriginsCreatedAction
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🔁 Writeback Health
LoanTargetStatusAttemptsLast Error
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🔀 Crossflow Queue
LoanFrom → ToReasonStatus
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🧾 Pricing Templates
NameScopeUpdated
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📦 Bulk Lock Updater
OperationRowsOk / FailStatusCreated
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🔔 Rate Alerts
Market-level alerts — fire when rates hit thresholds or on a schedule. Distinct from Scenario Watches.
New Rate Alert
Configured Alerts
Name Criteria Channel Schedule Last Fired Fires Active
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🤝 Partnerships
Formal trading relationships — eligibility rules, credentials, and 4-eyes change approvals.
Partner Type Status Primary Contact Rules Creds
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🔑 Access Requests
Review user-submitted requests for roles, permissions, partnerships, and feature flags.
Submitted Type Target Reason Status
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🎛️ Org Settings
Publish behavior, auto-expire pricing, compliance, sell-side defaults, servicing fees.
📤 Publish
⏱️ Auto-Expire Pricing
⚖️ Compliance
💱 Sell-Side Defaults
💰 Servicing Fees (per program, effective-dated)
ProgramFee (bps)EffectiveNotes
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Requests (24h)
API calls
Unique Consumers
Active API keys
Avg Response
milliseconds
Top API Keys
KeyNameRequests
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Top Endpoints
EndpointHits
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API Keys
PrefixNameRate LimitStatusCreatedLast UsedAction
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Queue Depth
Pending requests
Amber (15-60m)
Warning
SLA Breach
Over 60min
Green (<15m)
Healthy
Lock Desk Queue · Priority Sorted
TypeAgeRequesterLoan / Borrower ScenarioStatusActions
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🔍 Point-in-Time Reconstruction

CFPB/fair-lending exam ready. Enter a historical moment to see exactly what pricing loan officers would have seen.

📋 Immutable Event Log

Every state change to every rate sheet — ingestions, validations, supersessions, corrections.

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🧠 Ask About Investor Guidelines

Natural language Q&A over all ingested investor guideline documents. Every answer includes page-level citations to the source PDFs.

📄 Ingested Guideline Documents

No guidelines ingested yet. Upload a PDF to get started.
Total Loans
all statuses
Total UPB
unpaid principal
Avg Rate
note rate
Avg FICO
borrower credit

Tradeable Loans

Seller #AmountRateTermFICOLTVStateProgramPurposeStatus
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Post-Commitment
📦 Delivery
🟢 Ready Pool
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🚚 In Progress
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✅ Delivered
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📑 Reports Catalog

Available reports and dashboards. Click Run to execute.
Name Category Type Last Run Status
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🧾 Loan Manager

Select loans, bulk-edit, or export as CSV.
Ref Borrower Status Lock Days Rate Lock Expires
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🎯 Formatted Rates

Display-ready rate ladder pulled from current best-execution data.
Rate Points Payment / $100k APR (est) Lock Investor SLA
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Workflow Helpers
Tier-3 quick actions & introspection (power-user)
admin-only · 15 endpoints
Lock request helpers
  • Pending lock-request lookup (/tier3/lock-requests/if-pending)
  • Reprice quick (/tier3/lock-requests/{id}/reprice-quick)
  • Custom credit (/tier3/lock-requests/{id}/custom-credit)
  • Add note (/tier3/lock-requests/{id}/note)
  • LOS preload (/tier3/lock-requests/{id}/los-information/preload)
  • Pending product-change for loan (/tier3/loans/{id}/has-pending-product-change)
Introspection
  • Resource lock-status (/tier3/resources/{kind}/{id}/lock-status)
  • Dynamic-pricing drill-down (/tier3/pricing/dynamic-detail/{request_id})
  • Workflow-policy referenced-by (/tier3/lockdesk/workflow-policies/{id}/referenced-by)
  • Find usages of (/tier3/entities/{kind}/{id}/find-usages-of)
  • Config MBS usage (/tier3/pricing-configs/{id}/check-mbs-usage)
  • Config investor rates used (/tier3/pricing-configs/{id}/investor-rates-used)
  • Config name availability (/tier3/pricing-configs/check-name)
Documents & variants
  • GAIP variant (/tier3/rates/{id}/gaip)
  • Download lock confirmation (/tier3/lock-confirmation-documents/{id}/download)
Most of these are wired into existing UIs (e.g. the "Reprice" button on lock detail). This panel is a directory for admins.
Async Tasks
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KindStatusProgressCreatedActions
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Saved Queries
Dynamic filters over loans / sheets / investors / lock requests / bids / tradeable loans
Existing
NameEntityAction
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New Query

                    
Bulk Product Change
Group N product-change lock requests under one source to target swap
Existing Groupings
SourceTargetStatus#Action
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New Grouping
Configuration
Operational Status
Account Management
Accounts
Active
Pending
API Keys
TypeCompanyContactEmailStatusCreatedAction
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👥 Employees

All user accounts under this tenant. Send a broadcast invite link to onboard up to N loan officers at once.

NameEmailRoleStatusLast LoginNMLSAction
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🛡️ Roles & Permissions

Role-based access control: govern who can approve locks, submit exceptions, configure pricing, etc.

Roles
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Permission Matrix
Select a role on the left to view its permissions.

🧭 Exception Management · Sequences

Ordered approval chains (e.g. LO Mgr → Branch → CFO). Exceptions walk the sequence; each step has its own SLA and auto-skip threshold.

NameApplies ToStepsActiveActions
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🔗 Webhook Integrations

LOS / CRM / third-party systems subscribe to NachoCrunch events via HMAC-signed webhooks.

NameTarget URLEventsLast DeliveredFailuresActions
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🧩 Connected Systems

LOS, CRM, Slack, and inbound feeds. Credentials are encrypted at rest and never exposed.

KindNameStatusLast SyncLast ErrorActions
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🤖 AI Tools

AI-native features Polly doesn't have: pricing explainer, config optimizer, LO copilot, anomaly narratives.

💬 Pricing Explainer

Paste a scenario and see a plain-English "why did this price change?" narrative.

🛠️ Config Optimizer

Pick a pricing config, run AI analysis, review ranked suggestions.

🧭 LO Copilot

Persistent, loan-aware chat panel for loan officers (distinct from admin agent).

📉 Anomaly Narratives

Plain-English AI explanations for recent anomalies.

🏛️ MBS Benchmarks

Benchmark feeds, overrides, and transactions.
BenchmarkCouponPriceUpdated
🏛️
No MBS benchmarks yet
Run the MBS loader or configure a feed under Admin → Integrations.

🛡️ Hedging Positions

Open hedges, pair-offs, and net P&L.
PositionNotionalOpenedP&L
🛡️
No hedges on book
Open a new TBA / pair-off from the Trading view.

📚 Bulk Lock Jobs

Background jobs for bulk lock requests and updates.
JobStatusProgressStarted
📚
No bulk-lock jobs running
Kick one off from the Lock Desk.

📣 Pricing Channels

Audience-scoped channels (retail / wholesale / correspondent, or custom).
NameAudienceActive configs
📣
No channels yet
Channels gate which products show for each partner audience.

📋 Pricing Config Templates

Clone-to-start templates for new pricing configs.
TemplateChannelUses
📋
No templates saved
Save a config as a template from the Pricing Configs view.

💸 Funding Costs

Daily per-program funding costs used in margin calc.
ProgramCost (bps)EffectiveSource
💸
No funding costs loaded
Upload a daily cost file or configure an auto-feed.

🗺️ Margin Mapping

Per-category margin adjustments applied on top of base pricing.
CategoryScopeMargin (bps)Updated
🗺️
No margin rules configured
Add a category mapping to start applying margin rules.

👥 Accounts

User accounts across this tenant.
EmailRoleStatusLast Seen
👥
No accounts loaded
Invite teammates from the Invites panel.

🧷 Roles & Permissions

RBAC roles and their permission bundles.
RolePermissionsMembers
🧷
No custom roles
Built-in roles apply. Create a custom role to scope further.

🔌 Integrations

Connected systems: LOS, CRM, Slack, Mortgage Coach, EPC, PE docs.
SystemTypeStatusLast Sync
🔌
No integrations connected
Connect your LOS or CRM to start syncing.

🪝 Webhooks

Outbound event subscriptions.
URLEventsLast FireStatus
🪝
No webhooks registered
Register an outbound webhook to stream events.

🔔 Notification Preferences

Per-account opt-in settings for in-app, email, and SMS alerts.
🔔
Account-level preferences
Open your account menu to fine-tune alert channels.

🧪 Devtools

Seed data, scenario replay, and API playground.
🧪
Dev-only panels
Open the Seed Data Scenarios or API Playground from the admin console.

🦺 Tier-3 Helpers

Power-user workflow helpers (~15 endpoints).
🦺
See System Health → Workflow Helpers
Full list available in the System view's expandable panel.

⏱️ Async Tasks

Background job queue and history.
TaskKindStatusStarted
⏱️
No async tasks in flight
Background jobs will appear here as they run.

🔎 Saved Queries

Reusable, named queries across the platform.
NameEntityOwnerUpdated
🔎
No saved queries
Save a filter from any table to reuse it later.

📚 Product Catalog

NachoCrunch's foundational industry catalog — every tenant starts with the full 6,791-product Polly seed list.
Total Products
In seed catalog
Fannie
Agency products
Freddie
Agency products
Ginnie
FHA/VA/USDA
Non-QM
Specialty products
Code Name Agency Program Subtype Term Amort Flags
📚
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Sheet Details
Properties
Confirm Action
Are you sure?
Database
Redis
Temporal
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