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Get Better Mortgage Marketing From Within Salesforce With The Volly For Salesforce Managed Package

Better Mortgage Marketing With Volly For Salesforce

Did you know that that you can handle your digital and physical marketing collateral needs with Volly’s in-house printing and fulfillment center from within your own Salesforce instance?  The Volly for Salesforce Managed Package seamlessly integrates with the Salesforce UI and leverages existing Salesforce contact, user, and partner objects to deliver a Salesforce experience with Volly’s rich online marketing store content.  

Set up is simple and does not require you to log into our system separately so there is no need to maintain multiple logins. It’s seamless. Our team of marketing experts, with extensive marketing and mortgage industry expertise, can provide you with world-class support in developing marketing content and template designs that meet your needs and provide you with an integrated email & print direct fulfillment engine.

Let us help you be smarter with your marketing needs.  

  • Create fully branded and compliant templates for your sales teams. Help you maintain your brand by ensuring your branding matches; whether it is digital or print materials that you’re ordering. Provide uniform and consistent branding to everyone in your sales team; building trust, credibility, and confidence in your organization with customers.  
  • Groups Functionality and custom marketing content such as open house flyers, rate sheets, product flyers, brochures, and much more. A wide variety of marketing collateral available – branded to your company provides a wealth of choices for collateral on demand. Use a combination of digital and print to keep your customers engaged. Leverage your ability to provide co-branded materials with your key realtor partners. 
  • On-demand fulfillment means you carry no inventory and can quickly reorder materials when you need them. Self Service ordering for your sales teams allows them to order what they want; when they need it and personalized with their contact information and photo and without ever leaving their Salesforce instance. Real-time proofing is also available – what you see is what you get! 
  • Deliverable as PDF downloads or print. 
  • Split billing is available for co-branded flyers, including support for centralized billing and expense management. 

Contact Sales@myvolly.com or 866.435.7050 

About Volly

Volly is powering the dream of homeownership through industry-leading technology and dynamic marketing that drives the customer journey. The Volly Portal Platform is a fully integrated, cloud-based Software-as-a-Service platform that combines Customer Relationship Management (CRM), Marketing Collateral, Borrower Journey Campaign Management, Portfolio Retention, Point of Sale (POS) application and transaction management and Custom Websites, all integrated with digital and print marketing capabilities and industry-leading creative marketing services. Volly was named a HousingWire 2020 and 2021 HW Tech100 Mortgage company. For more information, visit www.MyVolly.com or call (866) 435-7050. 

About Volly

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Whether you are ready to power your full operation with Volly’s complete platform or just want to see how Volly can help your business, our team is ready to assist. Simply provide us with a few details below and we will contact you as soon as possible to schedule a demo.

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