Generated by All in One SEO v4.9.10, this is an llms.txt file, used by LLMs to index the site. # Volly Capture, Convert, Retain - Volly Marketing Automation Suite ## Sitemaps - [XML Sitemap](https://myvolly.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [From the Hardcourt to the C-Suite: The Leadership Lessons I Learned from Team Sports](https://myvolly.com/from-the-hardcourt-to-the-c-suite-the-leadership-lessons-i-learned-from-team-sports/) - Check out Volly CEO Katharine Loveland’s guest column for HousingWire. Katharine discusses the leaderships lessons she learned from her days playing college and professional basketball. She also delves into the connections between a competitive edge, a strong marketing approach, and a good customer experience. - [Mid-Year Check-In: Did the 2026 Housing Predictions Hold Up?](https://myvolly.com/mid-year-check-in-did-the-2026-housing-predictions-hold-up/) - Back in January, the housing market’s top forecasters were all about cautious optimism. The National Association of REALTORS® (NAR), Fannie Mae, Zillow, and the Mortgage Bankers Association all made the same broad prediction: This year would bring a “gradual thaw.” So how did the forecasts hold up? Let’s grade each one, category by category, and detail what it means for how you approach the rest of the year. - [Why Spring Buyers Think Differently: Homebuyer Psychology Explained](https://myvolly.com/its-not-just-the-market-its-the-season-understanding-the-psychology-of-buyers/) - Spring doesn’t just deliver warmer weather. It changes how buyers think, feel, and decide. Buying a home is not just a financial transaction. It’s also one of the most emotionally charged decisions a person will ever make. And spring, of all seasons, is the time when those emotions are running highest. And housing and mortgage professionals, understanding this psychology can deliver a significant competitive advantage. - [Housing Market Outlooks & What They Mean for Your Business](https://myvolly.com/market-outlook-what-they-mean-for-business/) - Almost one month into 2026, a clear consensus has emerged among housing market forecasters: This year is expected to be one of gradual normalization, rather than a dramatic rebound. For those of us in the industry, this means opportunity—but only for businesses that adapt their strategies and adjust their goals for a market moving toward more balanced, rate-sensitive demand. Detailed here are outlooks for mortgage interest rates, housing inventory, and home prices and sales as well as tips to help you achieve success in the coming year. - [Tips for Buyers & Sellers in Today’s Shifting Housing Market](https://myvolly.com/tips-for-buyers-sellers-in-todays-shifting-housing-market/) - The U.S. housing market achieved a historic milestone back in the spring. According to a Redfin report,1 there were an estimated 1.9 million home sellers and approximately 1.5 million homebuyers. This difference—of 490,041 more sellers, to be exact—was the largest imbalance on record. Whether your customers are looking to purchase a new home, sell their current one—or both!—we have the insights they need to navigate today’s dramatically shifting housing market. - [Volly Recognized by PROGRESS in Lending as a 2025 Connections Award Winner](https://myvolly.com/volly-recognized-by-progress-in-lending-as-a-2025-connections-award-winner/) - Volly, a provider of industry-leading marketing and customer engagement strategies and cutting-edge lending technologies, is proud to announce that it was recognized by PROGRESS in Lending as a 2025 Connections Award winner. The Connections Award honors those companies that embark on groundbreaking partnerships, integrations, and acquisitions to improve the mortgage lending space. This is the second consecutive year in which Volly was presented with the award. - [Volly Launches Network Connections™ to Strengthen Lender-Realtor Partnerships](https://myvolly.com/volly-launches-network-connections-to-strengthen-and-maximize-loan-officer-and-real-estate-agent-partnerships/) - Irvine, CA – June 17, 2025 – Williston Financial Group® (WFG®), a national provider of title insurance and real estate settlement services, announced today that its subsidiary Volly has launched Network Connections, a powerful new component within its marketing suite that empowers mortgage loan officers to seamlessly and proactively collaborate with and support their real estate agent network on each new listing. - [Maximizing Mortgage Technology: Mission Provides Volly with Big Savings and Peace of Mind](https://myvolly.com/maximizing-mortgage-technology-mission-provides-volly-with-big-savings-and-peace-of-mind/) - Volly, a SaaS provider in the mortgage industry, partnered with Mission to transform their AWS infrastructure following a significant business restructuring. Through Mission’s guidance, Volly achieved substantial cost savings, reducing their monthly AWS spend by 25%, and freed up their DevOps resources to get out of infrastructure management and focus on strategy, innovation, and product development. - [How to Build Stronger, More Strategic Industry Partnerships](https://myvolly.com/how-to-build-stronger-more-strategic-industry-partnerships/) - Strong, strategic partnerships are what help ensure the home financing process is being managed and monitored and—perhaps most important of all!—moving along smoothly. And the partnership between a loan officer and a real estate professional is one of the most essential. We compiled the top reasons you should work on reinforcing the essential connections in your sphere of influence. - [Buckle Up! Housing Market Conditions Are About to Get a Tad Bumpy](https://myvolly.com/buckle-up-housing-market-conditions-are-about-to-get-a-tad-bumpy/) - For those of us working in the mortgage industry, we have accepted that month-to-month unpredictability comes with the territory. However, it’s fair to state that the housing market has not seen this level of uncertainty since the Great Recession of 2007–2009. In the latest Volly Insights post, we explore the recent developments and changes that are impacting our industry. - [Volly Launches New Marketing Automation Suite for Real Estate Professionals](https://myvolly.com/volly-launches-new-marketing-automation-suite-for-real-estate-professionals/) - In our industry, it seems there is never a perfect time for a vacation. There are always relationships to nurture, loan transactions to manage, and marketing strategies to implement. But the truth is, everyone needs time away. Regularly taking vacations and fully understanding their benefits is essential. Whether you lounge by a pool sipping a fruity cocktail, do activities that are a bit more active or adventurous, or hang at home for a “staycation,” taking time off benefits the body and the mind. - [Wanna Get Away? Here’s How! Follow Our Vacation Tips for Busy Industry Professionals](https://myvolly.com/wanna-get-away-heres-how-follow-our-vacation-tips-for-busy-industry-professionals/) - In our industry, it seems there is never a perfect time for a vacation. There are always relationships to nurture, loan transactions to manage, and marketing strategies to implement. But the truth is, everyone needs time away. Regularly taking vacations and fully understanding their benefits is essential. Whether you lounge by a pool sipping a fruity cocktail, do activities that are a bit more active or adventurous, or hang at home for a “staycation,” taking time off benefits the body and the mind. - [Buyers Go Back in Time—And Share What They Would Have Done Differently](https://myvolly.com/buyers-go-back-in-time-and-share-what-they-would-have-done-differently/) - There is no shortage of buyer advice from our industry’s leading publications and trade organizations. And all of it is extremely helpful. But what if we went straight to the source—the very buyers themselves? A recent thread on Reddit, titled “If you could go back in time and start your homebuying process again,” asked recent buyers to detail what they would have done differently. - [Summer Slow Season? Not For Us in the Real Estate Industry!](https://myvolly.com/summer-slow-season-not-for-us-in-the-real-estate-industry/) - As you are certainly aware, the “summer slow season” does not exist in the real estate industry. In fact, according to the National Association of REALTORS®, 40% of the nation’s home sales take place between May and August. To help you make the most of the traditionally busy summer season, we compiled a list of essential marketing strategies. Check it out! - [Volly named a HousingWire 2024 Tech100 Mortgage winner!](https://myvolly.com/volly-named-a-housingwire-2024-tech100-mortgage-winner/) - Irvine, CA, December 21, 2023 – Williston Financial Group® (WFG®), a Portland-based, full-service provider of title insurance and real estate settlement services for commercial and residential transactions nationwide, announced today that its marketing and technology subsidiary, MyHome, a Williston Financial Group Company™ (MyHome) has completed the acquisition of Volly, a leading national provider of dynamic technology and marketing services for banks, credit unions, and mortgage lenders. - [A Day in the Life of a Successful Loan Officer](https://myvolly.com/a-day-in-the-life-of-a-successful-loan-officer/) - Spiral-bound daily planners, wall calendars, high-tech smartphone apps, good ol’ fashioned sticky notes—whatever your preferred format may be, keeping a daily to-do list is essential for staying organized and focused as you work towards achieving professional and personal goals. A daily loan officer to-do list is the life raft that will keep you from drowning in work-related tasks. Our sample list will help you craft a successful to-do list of your own! - [The Top Five Homebuying Demographics for 2024](https://myvolly.com/the-top-five-homebuying-demographics-for-2024/) - Looking to better position your business for success in today’s ever-challenging housing market? One impactful strategy is to target a specific homebuying demographic. The more clearly this demographic is defined, the better you can understand how and where to reach these potential customers. Here is information on what we believe are the top five homebuying demographics for 2024. Check it out! - [How to Build Loyalty & Boost Retention in Today’s Ever-Challenging Market](https://myvolly.com/how-to-build-loyalty-boost-retention-in-todays-ever-challenging-market/) - “Customers for life. “Lifelong borrowers.” “Clients that are eternally yours.” We all have different terms for them—some are a bit more lighthearted than others—but the meaning is always the same: A customer who turns to you no matter what their needs may be, whether it’s another home purchase, a mortgage refinance, or an additional service that you provide. Put simply, loyal and returning customers are the lifeblood of a loan officer’s business. - [MyHome, A Williston Financial Group Company™, acquires lender marketing automation provider Volly](https://myvolly.com/wfg-volly-press-release/) - Irvine, CA, December 21, 2023 – Williston Financial Group® (WFG®), a Portland-based, full-service provider of title insurance and real estate settlement services for commercial and residential transactions nationwide, announced today that its marketing and technology subsidiary, MyHome, a Williston Financial Group Company™ (MyHome) has completed the acquisition of Volly, a leading national provider of dynamic technology and marketing services for banks, credit unions, and mortgage lenders. - [How to Stay Connected with Your Customers](https://myvolly.com/how-to-stay-connected-with-your-customers/) - According to First American, less homeowners feel “locked-in” to their current interest rates—which means increases in both home sales and housing inventory could be on the way. Keeping your brand in front of your existing customer base is more important than ever—that way when buyers and sellers do enter the market, they are ready to work with you. We share strategies for staying connected with the individuals who mean the most to your business. - [Strategies for Boosting Your Marketing ROI](https://myvolly.com/strategies-for-boosting-your-marketing-roi/) - Before your workload becomes too heavy this summer, why don’t you take a moment to calculate your marketing return on investment (or MROI). MROI is exactly what it sounds like: a formula for measuring the return on investment from the amount you spend on marketing, whether it’s for a specific marketing program or your entire marketing plan. In the latest Volly Insights post, we share strategies to help you boost your MROI. - [Tips and Ideas For Your First-Time Homebuyer Campaigns](https://myvolly.com/time-to-focus-on-first-time-buyer-campaigns/) - The rapidly shrinking share of first-time homebuyers means finding and converting leads from this important segment of the market is more essential than ever. The latest post on the Volly Insights blog provides content tips and ideas for your first-time buyer campaigns—whether they are done through social media, over email, or with direct mail. - [Impactful Marketing Strategies for Today’s Competitive Housing Market](https://myvolly.com/impactful-marketing-strategies-for-todays-competitive-housing-market/) - Rising mortgage interest rates have forced many would-be homebuyers to put their purchase plans on hold. Meanwhile, prospective sellers feel trapped in their current residences due to being “locked in” with low mortgage rates. As you know, a shrinking potential customer pool means your job of connecting with and converting leads will become increasingly difficult. So, we compiled a list of marketing strategies for loan officers looking to gain an edge in the housing market. - [Volly Names Tom Rice as Senior Vice President of Sales and Account Management](https://myvolly.com/volly-names-tom-rice-senior-vice-president-sales-account-management/) - Volly, an industry-leading provider of dynamic technology and marketing services for banks, credit unions, and mortgage companies, is pleased to announce the appointment of Tom Rice as Senior Vice President of Sales and Account Management. - [Volly Unveils New Brand Identity Reflecting Its Commitment to Greater Growth & Success](https://myvolly.com/volly-unveils-new-brand-identity-reflecting-its-commitment-to-greater-growth-success/) - Volly completed an extensive rebranding effort in response to accelerated company growth and a renewal of its corporate mission, vision, and values. Volly’s new brand represents the company’s commitment to its customers, its dedication to greater growth and success, and its passion for creativity and teamwork. - [Volly: Forward Thinking & Moving Forward](https://myvolly.com/volly-forward-thinking-moving-forward/) - Our industry is continually changing. New technologies, new policies, and new market conditions force us to endlessly adapt. But change delivers the opportunity to start exciting, new journeys. - [A Helpful Guide to Choosing the Right Point of Sale Solution](https://myvolly.com/choosing-the-right-point-of-sale-solution/) - According to a recent report, the global cloud-based POS market size is expected to reach $9.9 billion by 2027. All this growth means there has been an upsurge in POS providers, especially in our space: the mortgage market. To help you determine the right POS platform for your business, we compiled this helpful list of factors that need to be considered. Check it out! - [A Guide to Customer Retention in The Current Mortgage Industry](https://myvolly.com/customer-retention-in-the-current-mortgage-industry/) - Prioritizing customer retention directs the business focus toward maintaining a long-term relationship with a customer and going beyond the transactional value of each sale. In a mature industry where competition is fierce, and the rivals are always ready and eager to steal your market share, customer loyalty and trust are earned and not given. - [The Impacts, Benefits & Challenges Associated with Marketing Automation](https://myvolly.com/impacts-benefits-challenges-of-marketing-automation/) - In today’s digital age, more and more companies are embracing marketing automation solutions and tools. But are these tools and solutions delivering results? Are adopters satisfied with their marketing automation platforms? And what do adopters say are the biggest challenges associated with marketing automation? We tracked down the answers to these questions and more. - [Creative Marketing Strategies to Jumpstart Your 2022](https://myvolly.com/creative-marketing-strategies-to-jumpstart-your-2022/) - A new year means new goals to be achieved and new challenges to be faced. The changing of the calendar is also an ideal time to assess existing marketing plans and make necessary changes. Detailed here are effective marketing strategies for loan officers in today’s ever-competitive housing market. Check them out! - [Marketing Essentials for the Modern-Day Loan Officer](https://myvolly.com/marketing-essentials-for-the-modern-day-loan-officer/) - Building industry partnerships, generating and converting leads, maintaining a database of prospects—the marketing tasks never end for the modern-day loan officer. Our list of essential tips will help you get the most out of your marketing efforts in 2021! - [Helpful Tips for Building Connections With Real Estate Pros](https://myvolly.com/helpful-tips-for-building-connections-with-real-estate-pros/) - The predictions are rolling in for 2022 and a consensus is emerging: A purchase market is coming. This shift means a loan officer’s partnerships with real estate professionals are more important than ever. Here are helpful tips for forging connections and building relationships with these critical business referral partners. - [Are You Ready for Another Competitive Spring Housing Market?](https://myvolly.com/are-you-ready-for-another-competitive-spring-housing-market/) - The spring 2022 market is not expected to be as hot as last year’s, but competition will remain fierce. With the holiday season now in our rearview mirrors, it is time to prepare. Here is how you can get ready for what is certain to be competitive buying and selling seasons! - [What Today’s Borrowers Want](https://myvolly.com/what-todays-borrowers-want/) - In this period of industry change—as websites, mobile apps, and videoconferencing platforms make transactions faster and more convenient; as the frequency of showings, appraisals, and closings occurring online increases—today’s borrowers have made this clear: They do not want the mortgage and real estate processes to take place entirely online. Stated simply, customers still crave that human touch. - [Millennial Marketing 101: How to Connect With This Unique Generation](https://myvolly.com/millennial-marketing-101/) - Call it a generational hand-off. In 2014, the National Association of REALTORS® reported that Millennials overtook Generation X as the largest share of homebuyers. And ever since, Millennials have been the dominant buying force in the housing market. In the latest Volly Insights post, we will examine what makes Millennials so unique as well as share creative marketing techniques for better connecting with this influential generation. - [Seven Tips for Video Marketing Success](https://myvolly.com/seven-tips-for-video-marketing-success/) - Video has come to dominate today’s marketing landscape. Still, despite its growing popularity as a content-delivery solution, many video marketers utilizing this medium are not seeing the results they desire. We pulled together a list of helpful video marketing tips. Check it out! - [Busting the Most Commons Myths About Direct Mail Marketing](https://myvolly.com/busting-the-most-commons-myths-about-direct-mail-marketing/) - Mass communication has changed dramatically during the Internet age, but direct mail’s potency has proven to be remarkably enduring. In the latest Volly Insights blog post, we debunk the five common myths associated with direct mail marketing while demonstrating just how appealing and persuasive this form of communication can be. - [The Five Factors Standing Between You and Customers for Life](https://myvolly.com/the-five-factors-standing-between-you-and-customers-for-life/) - As anyone in our industry can attest, connecting with prospects and transforming these leads into customers for life may be the most challenging aspect of a loan officer’s job. In the latest Volly Insights blog post, we examine the five biggest factors that are standing between loan officers and lifelong customers. We also detail how loan officers can build stronger relationships that ensure borrowers work with them again and again. - [How to Succeed in Our Current Rising Rate Environment](https://myvolly.com/how-to-succeed-in-our-current-rising-rate-environment/) - How to Succeed in Our Current Rising Rate Environment Surely your customers have seen the panic-inducing headlines: “Up, up, and away! Mortgage interest rates continue to rise!” “Increasing rates take a big bite out of buyers’ wallets!” “Act now before interest rates skyrocket too high!” So what exactly does it mean for today’s borrowers? To properly answer that question, let’s first take a quick refresher course in Federal Reserve policy. Away we go … - [How to Use Direct Mail to Inspire a Home Loan](https://myvolly.com/how-to-use-direct-mail-to-inspire-a-home-loan/) - Plummeting mortgage application volume, stubbornly high interest rates, surging inflation—these trends have grabbed the top headlines on leading industry websites during the first eight months of 2022. Yes, the current housing market is one of the most challenging in recent memory. Which, of course, means that finding and implementing strategies to convert leads into closed loans is more crucial than ever. - [Signs Your Brand May Need a Facelift](https://myvolly.com/signs-your-brand-may-need-a-facelift/) - Much like a home, brands—even the strongest and most successful—can fall into disrepair and need a little TLC, whether it is a simple redecorating project, a more involved renovation, or a full teardown. Here are possible signs it may be time to give your brand a facelift. - [Is the Housing Market Heading for a Crash? Don’t Bet on It](https://myvolly.com/is-the-housing-market-heading-for-a-crash-dont-bet-on-it/) - The signs are certainly there for a housing crash. Inflation is running high while housing affordability is plummeting. But tell your clients not to worry. We compiled a list of six reasons why a crash is not imminent. - [Tips for Creating the Most Impactful Landing Pages](https://myvolly.com/tips-for-creating-the-most-impactful-landing-pages/) - If you have ever stayed at a hotel, you are familiar with the helpful staff members known as concierges. Long a mainstay of the hotel experience, concierges assist guests with restaurant reservations, recommend local activities and attractions, and arrange for transportation. Here at Volly, we like to think the best landing pages are like a top-quality concierge. Read on to discover the guidelines that should be followed to ensure your visitors are given an engaging and educational landing page experience! - [Ready to Plug the Hole in Your Retention Bucket?](https://myvolly.com/ready-to-plug-the-hole-in-your-retention-bucket/) - Marketing experts have created dozens of analogies to explain the importance of customer retention, but the one we feel is most accurate is this: Building a successful mortgage business with a poor retention program is like trying to fill a bucket with a hole. You can keep the water running, but the bucket will never be full. With this mind, we compiled a list of the retention strategies that will plug the hole in your bucket and ensure it overflows with repeat customers. - [Find Your Niche Market—and Distance Yourself from the Competition](https://myvolly.com/find-your-niche-market-and-distance-yourself-from-the-competition/) - Today’s housing market is as competitive as ever for loan officers. So, how do you gain an advantage in a crowded market? One impactful way is to find a niche! Simply put, finding the right niche can mean the difference between success and failure. Read on to learn how! - [The Four Rs of Purchasing a Home](https://myvolly.com/the-four-rs-of-homeownership/) - Even though the current market conditions are a bit alarming, buyers should not be deterred—this is still a great time to purchase a home. To prepare your clients—especially those first-time buyers—for today’s market, we compiled the four Rs of purchasing a home. Share them with your clients as they take those first steps on their buying journeys. - [The Secrets to Success in a Rising Rate Environment](https://myvolly.com/the-secrets-to-success-in-a-rising-rate-environment/) - Our current rate environment has very likely made you anxious. Before panicking, understand there are steps you can take to ensure your business remains successful. We compiled a few best practices to help you gain an edge in our current rising rate environment. - [Volly Welcomes Industry Veteran Katharine Loveland as Chief Executive Officer](https://myvolly.com/volly-welcomes-industry-veteran-katharine-loveland-as-chief-executive-officer/) - WOBURN, MASS.— August 16, 2022—Volly, an industry-leading provider of dynamic technology and marketing services for banks and mortgage companies, is proud to announce the appointment of Katharine Loveland as Chief Executive Officer. Jerry Halbrook, who has been Chief Executive Officer for the past three plus years will transition to Executive Chairman. - [Volly Announces the Launch of its Broker Access Marketing Portal](https://myvolly.com/volly-announces-the-launch-of-its-broker-access-marketing-portal/) - WOBURN, MASS.— July 7, 2022—Volly, a provider of industry-leading marketing and customer engagement strategies and cutting-edge lending technologies, is excited to announce the launch of its Broker Access Marketing (BAM) Portal. - [Volly Partners with Progressive Insurance® to Integrate Insurance Quoting into Digital Mortgage Process](https://myvolly.com/volly-partners-with-progressive-insurance-to-integrate-insurance-quoting-into-digital-mortgage-process/) - WOBURN, MASS.—5/10/22—Volly, a provider of industry-leading marketing and customer engagement strategies and cutting-edge lending technologies, is excited to announce an integration with Progressive Insurance, one of the top 15 homeowners insurance carriers in the country. - [Volly Named to HousingWire 2020 and 2021 Tech100](https://myvolly.com/volly-named-to-housingwire-2020-and-2021-tech100/) - Woburn, Mass., March 10, 2020 — Volly has been named a HousingWire 2020 and 2021 HW Tech100 Mortgage company. Now in its eighth year, the HW Tech100 is the only program highlighting the tech innovation that’s revolutionizing the entire U.S. housing economy, from real estate to mortgage lending, servicing and investments. - [Volly Named a 2022 HW Tech100 Mortgage Company](https://myvolly.com/volly-named-a-2022-hw-tech100-mortgage-company/) - Woburn, Mass., April 6, 2022 — Volly is proud to announce that it was recognized by HousingWire as a 2022 HW TECH100 Mortgage company. Now in its 10th year, the TECH100 Mortgage list honors the industry innovators that are making the housing sector better and more sustainable. The organizations were measured on key technologies, quantifiable metrics, and client impacts. - [Volly Integrates Digital Verification Solution](https://myvolly.com/volly-integrates-digital-verification-solution/) - Woburn, Mass. and Salt Lake, Utah, January 13, 2020 — Volly announced that it has integrated Finicity’s Digital Verification of Assets solution into its Point Of Sale platform and Loan Officer portal. The partnership dramatically improves loan officer productivity, streamlines back-office processes, improves employee and partner experiences, enhances accuracy, and reduces funding times. - [Get Better Mortgage Marketing From Within Salesforce With The Volly For Salesforce Managed Package](https://myvolly.com/the-volly-for-salesforce-managed-package/) - 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. - [Marketing Strategies To Think About](https://myvolly.com/marketing-strategies-to-think-about/) - Volly can provide you with a fully branded white label digital experience, all the tools you need to manage your customer engagement needs, deliver a high-quality customer experience (print & digital), and help you close more loans and increase your customer satisfaction. - [The ‘Play’ Button: The Most Compelling Call to Action on the Internet](https://myvolly.com/the-play-button-the-most-compelling-call-to-action/) - With a compelling, informative online video, you can more clearly and more thoroughly explain the mortgage process to a customer. Video marketing is a powerful way to form relationships with your customers. Sharing helpful information about a process as complex as securing a mortgage shows that you care about their financial well-being. - [Volly Partners With Educational Video Provider](https://myvolly.com/volly-partners-with-educational-video-provider/) - Woburn, Mass., February 27, 2020 — Volly is proud to announce an integration partnership with Fast Forward Stories, a premier provider of branded educational videos for key business verticals. Thanks to this strategic partnership, loan officers can offer customers full access to hundreds of fully hosted educational videos through Volly’s platform. - [Credit Plus, Inc. Announces Integration with Volly](https://myvolly.com/credit-plus-inc-announces-integration-with-volly-2/) - Salisbury, MD., December 12, 2019 — Credit Plus, a provider of reliable data and verifications, announced today that has integrated with Volly. The integration allows loan officers to simplify their mortgage process by submitting a loan application on-demand directly through the Volly POS and, in turn, receiving a borrower’s credit report from Credit Plus automatically. - [CEO Jerry Halbrook Receives Vanguard Award](https://myvolly.com/ceo-jerry-halbrook-receives-vanguard-award/) - Woburn, Mass., December 2, 2019 — Volly is proud to announce that Chief Executive Officer Jerry Halbrook is a 2019 HousingWire Vanguard Award winner. The Vanguard Awards recognize C-level industry professionals and business leaders contributing to the growth of the housing economy and its various sectors. - [Volly CRM Recognized by Leading Tech Publication](https://myvolly.com/volly-crm-recognized-by-leading-tech-publication/) - Woburn, Mass., November 7, 2019—Volly was recognized by MyTechMag as one of the most promising CRM solution providers for 2019. MyTechMag’s top-10 list identifies the CRM providers “who have the capability to transform organizations with their best-of-breed solutions.” The technology-focused publication targets the business world’s leading decision-makers and influential executives. - [Volly’s New Integration Partnership](https://myvolly.com/vollys-new-integration-partnership/) - Woburn, Mass., October 28, 2019 — Volly announced that it has entered an integration partnership with Mortgage Builder®, a provider of award-winning mortgage loan origination and servicing software systems. Mortgage Builder provides comprehensive lending solutions that manage the complete lending cycle, from loan origination through servicing. - [Volly and Docutech Team Up](https://myvolly.com/volly-and-docutech-team-up/) - Woburn, Mass., October 23, 2019 — Volly and Docutech, the leading provider of document eSign, eClose and print fulfillment technology, announced they are making a joint donation of $35,000 to Mobile Loaves & Fishes (MLF) to help provide housing to people leaving chronic homeless in the Austin region. MLF is an Austin, Texas-based nonprofit that serves that city’s homeless community. - [Volly Bolsters Marketing Automation Platform](https://myvolly.com/volly-bolsters-marketing-automation-platform/) - Denver, CO., September 22, 2019 — Volly is excited to announce the addition of a new client to its Marketing Automation platform: Covered Insurance Solutions. Covered is a digital insurance marketplace that gives homebuyers the ability to purchase and renew homeowners insurance in a simple, streamlined interface. - [Volly, Botsplash Announce Strategic Partnership](https://myvolly.com/volly-botsplash-announce-strategic-partnership/) - Woburn, Mass., July 31, 2019 — Botsplash, an omnichannel digital conversation platform is now available on the Volly Platform suite of solutions. The strategic partnership allows for borrowers and lending agents (loan officers, processors, underwriters) to converse across multiple messaging channels and platforms, providing unified access to all engagements. - [Ellie Mae Extends Deeper Integration Capabilities to CRM Vendors](https://myvolly.com/ellie-mae-extends-integration-capabilities-to-crm-vendors/) - Pleasanton, Calif., July 9, 2019 – Ellie Mae®, the leading cloud-based platform provider for the mortgage finance industry, today announced the addition of the industry’s leading customer relationship management (CRM) vendors to the Ellie Mae Integrated Partner Program. The Integrated Partner Program was first announced in October 2018. - [Mortgage Orb: Lenders Must Focus on the Borrower Journey](https://myvolly.com/lenders-must-focus-on-the-borrower-journey/) - Mortgage Orb, June 28, 2019 – “Mortgage technology firm Volly aims to reshape the future of mortgage lending…Volly’s corporate tagline, “Power the Journey,” refers to how the firm’s solutions help lenders support their borrowers during the long mortgage “journey” – and identify opportunities for repeat business along the way”. - [Volly Announces New Integration Partnership with FundingShield](https://myvolly.com/new-integration-partnership-with-fundingshield/) - Woburn, Mass., March 23, 2020 — Volly announced that it has entered an integration partnership with FundingShield, a market-leading provider of wire fraud prevention, mortgage compliance and risk management fintech solutions. This seamless integration allows lenders to utilize FundingShield’s wire fraud and settlement risk management technology through Volly POS. - [#MIC21: “Thank You for Calling”](https://myvolly.com/mic21-thank-you-for-calling/) - #MIC21, May 4, 2021 – Join Sales Boomerang CEO Alex Kutsishin and Volly CEO Jerry Halbrook on May 4 at 1:00 p.m. ET as they discuss how technology enhancing the customer journey is evolving the mortgage industry. - [Sales Boomerang Integration With Volly Enables Lightning-fast Lead Response](https://myvolly.com/sales-boomerang-integration-with-volly/) - Washington, D.C, May 12, 2021 — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Volly. The combination of Sales Boomerang and Volly positions lenders to take immediate action when a customer or prospect is ready for a loan, enabling higher borrower retention and increased loan volume. - [Volly Announces The Acquisition Of Home Captain](https://myvolly.com/volly-announces-the-acquisition-of-home-captain/) - Boston, Mass., June 2, 2021 — Volly announced today that it has acquired Home Captain, a market-leading technology enabled real estate platform that shepherds homebuyers through the home buying journey. The acquisition of Home Captain will extend Volly’s capabilities into the real estate market, providing seamless interactions between borrowers, loan officers and real estate agents. - [Webinar: Support VA Borrowers In A Dynamic Housing Market](https://myvolly.com/support-va-borrowers-in-a-dynamic-housing-market/) - Join us on August 24, 1 PM EST for a live discussion on Tools, Tricks & Pointers for VA Borrowers, Presented by our panel of Military and Lending Veterans. Grant Moon, CRO of Volly | Home Captain; Bryan Bergjans, SVP, National Director of Military Lending of Caliber Home Loans and Alex Lange, CEO of Forbes Global Properties. - [Tackling Management Challenges & Increasing Efficiency With Volly CRM](https://myvolly.com/increasing-efficiency-with-volly-crm/) - This white paper presents a list of common challenges that mortgage professionals often encounter while trying to achieve operational and managerial efficiency and an answer to these problems. - [Homeownership Summit: How to Use the Latest Technology to Search for Your Next Home](https://myvolly.com/home-ownership-summit-use-technology-to-search-for-your-home/) - July 28, 2021 – The Homeownership Summit, a half-day virtual event, focused on educating consumers on important aspects of searching for and buying a house, as well as tips on how to make decisions around remodeling and refinancing. - [Improving Loan Officer Effectiveness in a Purchase Driven Market](https://myvolly.com/improving-loan-officer-effectiveness-in-a-purchase-market/) - July 7, 2021 – Join Jerry Halbrook, Volly; Alex Kutsishin, Sales Boomerang; and Robin Clayton, PRMG; along with moderator, Julian Hebron as they break down the customer journey and reveal what a lender should focus on improving in this purchase driven environment. - [Wells Fargo, CoreLogic and Volly Sponsor #HousingDC21 Virtual Housing Summit](https://myvolly.com/volly-sponsor-housingdc21-virtual-housing-summit/) - WASHINGTON, D.C., April 27, 2021 — Housing Finance Strategies President Faith Schwartz today announced three new sponsors have joined #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021. The new sponsors are Wells Fargo, Platinum, CoreLogic, Gold and Volly, Silver. - [Volly Named The Top 10 Martech Solution Providers in 2021](https://myvolly.com/volly-named-the-top-10-martech-solution-providers-2021/) - Woburn, MA, May 18, 2021 — As the industry advanced, so too did the need to work with lead providers and develop email strategies for competing against larger audiences. Twenty lenders were emailing borrowers at once, and clients desired a way to stand out from the pack. This need has inspired the development of Volly’s Digital Engagement platform. - [Volly Announces Promotional Incentives for its Point of Sale Platform](https://myvolly.com/promotional-incentives-for-volly-point-of-sale-platform/) - Woburn, Mass., November 16, 2021 — Volly is proud to announce it is offering a promotional incentive for new client implementations on its Point of Sale platform. Through this promotional incentive, Volly will reduce the per closed loan transaction fee to $45 and waive the implementation fee for a client who enrolls in the platform before the close of the year. - [The Mortgage Journey: Meeting Complex Challenges with Leading-Edge Solutions](https://myvolly.com/mortgage-journey-meeting-complex-challenges/) - For today’s borrowers, lenders are no longer simply the mortgage business—they are also in the “journey” business. This white paper details the most common demands among today’s mortgage journey-takers and the innovative approaches being employed to overcome them. - [Volly Launches Point-of-Sale Mobile App and Rebrands CRM Mobile App](https://myvolly.com/volly-launches-point-of-sale-mobile-app/) - Woburn, Mass., June 10, 2019 – Volly announced the launch of a new POS mobile app and a rebranding of the existing CRM mobile app. Volly POS and Volly CRM applications are white labeled solutions now available on Google Play (Android) and the Apple App Store (iOS). - [Adapting To The New Normal](https://myvolly.com/adapting-to-the-new-normal/) - The challenges caused by the COVID-19 pandemic have undoubtedly caused major disruptions in the mortgage brokerage industry: increasing debt burdens, growing housing shortage, and daunting economic uncertainty. During the downturn of the global economy, real estate brokers struggle to make a profit, secure new transactions, and stay in business. - [Expanding Loan Officer Capacity With A Modern Tech Stack](https://myvolly.com/expanding-loan-officer-capacity/) - Join us for a live discussion on how to Expand Loan Officer Capacity with a Modern Tech Stack. Hear from Grant Moon, CEO of Home Captain & Jerry Halbrook CEO of Volly on this topic and how their partnership is revolutionizing the Mortgage Industry! - [Create a Safe, Secure, Seamless Customer Journey](https://myvolly.com/create-a-seamless-customer-journey/) - Join us on September 24th at 3 PM EST for a live discussion on how top minds in the industry provide borrowers a safe, secure, and seamless homebuying experience. Hear from Selim Aissi, SVP & CISO of Ellie Mae; Jerry Halbrook, CEO of Volly; and Ike Suri, CEO & Chairman of FundingShield on this topic and how their partnership is revolutionizing the mortgage industry! - [Volly Announces #summit11 Conference​](https://myvolly.com/volly-announces-summit11-conference/) - Woburn, Mass., May 23, 2019 – Volly announces its #summit11 conference that is being held June 10-12 at the Museum Hotel in Kansas City, Mo. This year’s conference theme – Engage, Evolve – will create a dynamic environment that enables clients, partners, and industry participants to network with others, share concerns, and learn about new technology. - [Dawn Douglass Joins Volly as Chief Information Officer​](https://myvolly.com/dawn-douglass-joins-volly/) - Woburn, Mass., March 22, 2019 (GLOBE NEWSWIRE) — Volly is pleased to announce the hiring of Dawn Douglass as its Chief Information Officer. Douglass will lead product development, technology management, and the development of strategic partnership programs. - [Announcing Volly Platform as LoyaltyExpress Rebrands the Company​](https://myvolly.com/announcing-the-volly-platform/) - Woburn, Mass., March 22, 2019 (GLOBE NEWSWIRE) — LoyaltyExpress, a leading provider of SaaS-based lending and marketing automation solutions, today announced it has renamed the company to Volly. The new platform and name represent the powerful combination of innovative technology and extensive marketing services. ## Pages - [Marketing Automation Suite](https://myvolly.com/) - Volly’s Marketing Automation Suite empowers mortgage lenders to capture leads, convert prospects & retain customers efficiently. - [Portfolio Retention](https://myvolly.com/portfolio-retention/) - Turn past clients into your next opportunity. Your database is one of your most valuable assets—but only if you stay connected. Portfolio retention helps you engage borrowers long after closing with timely, relevant outreach that drives repeat business and referrals. With just a few simple steps, you can launch a fully managed retention program and - [Newsroom](https://myvolly.com/newsroom/) - Volly Newsroom Integration partnerships, award announcements, trade show events, company acquisitions—it’s all here in our newsroom. Stay up-to-date on the latest Volly headlines! Video Multimedia & Conversations Explore Volly in action — watch thought-leadership videos, listen to podcasts, and engage with industry leaders driving innovation. IN THE NEWS Press Releases Whether you are a media - [Who Is Volly?](https://myvolly.com/who-is-volly/) - Volly: One solution, endless possibilities Mortgage brokers and lenders rely on Volly’s Marketing Automation Suite to generate new business faster at a lower cost to create customers for life. Only Volly combines easy-to-use software with creative services and mortgage expertise to get your marketing programs to market faster. 20 20 YEARS working with leaders in the mortgage industry - [Volly and WFG Enterprise Solutions](https://myvolly.com/volly-and-wfg/) - Request A Meeting Ditch the chaos. Keep the closings. WFG Enterprise Solutions brings together the people, technology, and services lenders rely on to to streamline workflows, reduce cost, and get deals done. Title & Settlement Simplified – Efficient, compliant nationwide title and closing services with WFG Lender Services. Valuation & Vendor Management – Access Valutrust’s nationwide appraisal panel and - [Why Choose Volly](https://myvolly.com/why-choose-volly/) - Why Choose Volly One integrated solution built for mortgage growth Volly’s all-in-one Marketing Automation Suite combines CRM, email and direct‑mail automation, lead management, loan officer websites, fulfillment services, and creative support to help lenders capture, convert, and retain customers faster and more efficiently. We generate results ... Generated $5.5B in repeat business for lenders since - [Volly Network Connections](https://myvolly.com/volly-network-connections/) - Revolutionize Co-Marketing with Volly Network Connections In a market where speed and strategic engagement matter more than ever, Volly Network Connections helps loan officers deliver value that sets them apart. Whether you’re nurturing new partners or doubling down on your best relationships, Volly makes it easy. Real-Time Listing Alerts, Automated Marketing Tools, and Unmatched Visibility - [Solutions](https://myvolly.com/solutions/) - Volly Software Platform, Portfolio Retention, Mortgage Marketing Automation, Mortgage CRM, LO Websites, Email Automation, Mortgage Customer Engagement, digital mortgage solutions - [Features](https://myvolly.com/features/) - All-in-One Marketing Automation Platform. Real Results. Smarter Marketing Starts Here Volly gives mortgage lenders and real estate professionals everything they need to market smarter, move faster, and grow their business—without the manual grind. From building your brand to generating leads to retaining clients, Volly’s full-service platform helps you do it all—easily, efficiently, and at scale. Mortgage CRM, LO Websites, EMail Automation, Mortgage Collateral - [Volly Network Portal](https://myvolly.com/volly-network-portal/) - Take Your Industry Partnerships to the Next Level In today’s fast-paced real estate market, success isn’t just about listings and closings—it’s about building strong, lasting partnerships. And one of the most crucial relationships is the one between real estate professionals and loan officers. That’s why Volly’s latest integration is a game-changer for you. Introducing the - [Market Pulse - Agency](https://myvolly.com/market-pulse-agency/) - High-Impact Content—Delivered Right to Your Inbox!​ Timely interest rate updates, key housing market reports, essential economic data … Volly’s MarketPulse delivers all this and more. Enter your information below to subscribe. Hit submit—and you will soon receive all the most relevant stories and trends that are impacting today’s mortgage industry! Your free market-driven content awaits! - [Request a Demo](https://myvolly.com/try/) - See Volly in Action… And discover what one-third of the country’s top 30 lenders already know: Volly is the industry’s premier marketing technology partner! With Volly’s Marketing Automation Suite, you can: Secure more qualified prospects. Volly clients have seen as much as a 25% boost in profits. Increase conversion rates. Automate the process, allowing your - [Market Pulse](https://myvolly.com/market-pulse/) - High-Impact Content—Delivered Right to Your Inbox!​ Timely interest rate updates, key housing market reports, essential economic data … Volly’s MarketPulse delivers all this and more. Enter your information below to subscribe. Hit submit—and you will soon receive all the most relevant stories and trends that are impacting today’s mortgage industry! Your free market-driven content awaits! - [Volly Insights](https://myvolly.com/volly-insights/) - Volly Insights The Volly Insights blog dives into the mortgage and real estate industries’ top headlines, latest trends, and newest technologies. Plus, check out white papers that explore the challenges facing today’s lenders. Subscribe to Our Newsletter! Score FREE content to engage your prospects, customers, and partners, plus stay up-to-date on the latest marketing news - [Privacy Policy](https://myvolly.com/privacy-policy/) - Privacy Policy We h­­­ope that your visit to our site is both informative and useful. As a market leader in mortga­­ge marketing, we deal with extensive customer information and, as a result, we feel that privacy and security are two cornerstones of doing business over the Internet. 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