Skip to content

Volly Integrates Digital Verification Solution

shutterstock 280357817 scaled

Finicity’s asset verification is available in the Point of Sale platform and Loan Officer portal.

Woburn, Mass. and Salt Lake, UtahJanuary 13, 2020Volly, an industry-leading provider of SaaS-based Marketing Automation, CRM and POS solutions for banks and mortgage companies, 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. Finicity’s solution enables borrowers to rapidly share bank and brokerage asset data and eliminates the overly manual process of locating, downloading and uploading bank statements. It also provides a more secure process for asset verification.

“This integration brings our industry one step closer to a completely digital mortgage experience,” said Jerry Halbrook, CEO of Volly. “It also enables mortgage lenders to reduce originating costs, makes loan officers more productive, and enhances the customer journey.”

“Today’s consumers expect a painless mortgage process powered by modern technology,” said Steve Smith, CEO of Finicity. “Our asset verification on Volly’s technology platform improves operational efficiency and the borrower experience.”

Finicity delivers asset verification through consumer-permissioned data, providing borrowers more control and insight over data used in the decisioning process. Finicity is known for high-quality data, which is accessed directly from financial institutions to verify asset balances, transaction data and account details.

Finicity is an authorized, integrated provider of asset verification reports for Fannie Mae’s Day 1 Certainty™ initiative and is a Freddie Mac Asset and Income Modeler (AIM) service provider.

Finicity’s verification solution is also delivered under the CRA framework, which allows borrowers to directly obtain information on reports or resolve discrepancies. Finicity’s status as a registered CRA is a symbol of its consumer-centric model as well as its dedication to the requirements of the lending space.

About Finicity

Finicity’s mission is to help individuals, families and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. The company, which launched its first financial product in 2000 and has since grown to provide financial data APIs, credit decisioning tools and financial wellness solutions, partners with influential financial institutions and disruptive FinTech providers alike to give consumers a leg up in a complicated financial world. Finicity was awarded API World’s 2016 Finance API of the Year and is a 2018, 2019 HousingWire Tech100 winner. To learn more or test drive its API, visit

About New Capital Partners


New Capital Partners (NCP) is a private equity firm headquartered in Birmingham, Alabama. NCP partners with niche, tech-enabled services companies in the healthcare, financial and business services industries. Leveraging its extensive operational experience, NCP helps create significant value in portfolio companies by focusing on one core goal: building great companies. For more information, please visit

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 or call (866) 435-7050. 

About Volly


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.


shutterstock 1694685346 scaled