Volly

What Is Volly?

Volly is a marketing automation software designed specifically for mortgage lenders and organizations operating within the home lending ecosystem. It brings CRM, lead management, email and direct mail automation, loan officer websites, marketing fulfillment, customer retention, and creative support into an integrated suite.

Instead of loan officers manually following up with every prospect and previous borrower, Volly allows lenders to create automated customer journeys. Communications can be delivered according to lead status and borrower activity, helping sales teams stay connected with prospects without relying entirely on manual outreach.

The platform also supports post-closing engagement. Multi-year retention programs allow lenders to maintain relationships with previous borrowers, encourage referrals, and identify repeat lending opportunities.

What Is Volly Best For?

Volly is best known for its ‘Network Connections’ capability, which helps loan officers work more closely with realtor partners. It sends real-time alerts for new listings and automatically creates co-branded property websites and marketing materials. Each website also includes lead capture tools, helping lenders and agents turn property listings into new business opportunities.

How Much Does Volly Cost?

Volly pricing ranges from $100-$300/user/month, based on industry benchmarks for comparable mortgage CRM and marketing automation platforms. Actual costs may vary depending on the number of users, selected services, and implementation requirements.

In addition to the base subscription costs, organizations should account for the following estimated expenses:

• Implementation And Setup: $1,000–$5,000 one-time, covering system configuration, workflows, campaigns, user setup, and onboarding
• Integration Setup: $1,000–$5,000+ one-time, depending on connections with CRM and loan origination systems such as Salesforce, Velocify, Encompass, or Byte
• Data Migration: $500–$3,000+ one-time, based on the volume and complexity of borrower, prospect, partner, campaign, and CRM data being transferred 

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Volly Integrations

The software supports integration with multiple systems and platforms, such as:

• Salesforce
• Velocify
• Encompass
• Byte

How Does Volly Work?

Here's how mortgage teams can use Volly to manage their daily marketing and lending activities:

• Log in to Volly and access the main dashboard
• Add and manage leads, borrowers, and Realtor partners
• Set up automated marketing campaigns and customer communications
• Use CRM tools to track prospects and follow-up activities
• Send personalized email and direct mail campaigns
• Connect CRM and loan origination systems to keep customer information updated
• Use Network Connections to work with Realtor partners and receive new listing alerts
• Create co-branded property websites and marketing materials
• Track campaign activity, leads, and partner engagement
• Use retention programs to stay connected with borrowers after closing 

Who Is Volly For?

Volly software is specifically designed for the mortgage lending and real estate ecosystem and can be used by:

• Mortgage lenders
• Banks
• Credit unions
• Mortgage loan officers
• Mortgage marketing teams
• Sales teams
• Real estate professionals

Volly Use Cases

We have compiled a list of scenarios, based on user feedback and our analysis of Volly features and capabilities, where this platform can be a good match for specific operational buyers:

Banks And Credit Unions Maintaining Consistent Mortgage Branding

Banks and credit unions may find it difficult to keep mortgage marketing consistent across different loan officers and customer communications. Volly software allows organizations to customize marketing materials with their own logos and colors while using pre-designed postcards, flyers, and approved messaging. This helps lending teams maintain consistent branding while reaching more potential borrowers.

Mortgage Lender Losing Touch With Buyers During Market Changes

When mortgage rates and home prices keep changing, buyers may delay their plans and stop responding to loan officers. Volly's Marketing Automation Suite keeps these prospects engaged with timely, data-driven content based on market conditions. This helps loan officers keep their pipeline active and restart relevant conversations when buyers are ready to move forward.

Financial Services Businesses Struggling To Retain Past Customers

Customers may switch providers when they receive better rates, lower costs, or a smoother experience elsewhere. Volly's CRM helps businesses stay connected by scheduling personalized campaigns around events such as interest-rate changes or shifts in housing inventory. Regular, relevant communication keeps previous customers engaged and creates opportunities for repeat business when new financing needs arise.

Real Estate Businesses Managing Large Partner Networks

Real estate businesses can use Volly software to handle joint marketing with their lending partners. Network Connections gives teams access to co-branded property websites, open-house flyers, lead tracking, and other useful resources. They can also see campaign results, lead volume, and partner activity in real-time. This makes it easier to identify strong partnerships and connect with more potential homebuyers.

Is Volly Right For You?

If your mortgage team is manually following up with leads, maintaining separate marketing systems, or struggling to remain connected with borrowers after closing, Volly may be worth considering. The platform is built specifically around mortgage marketing and combines lead capture, CRM, marketing automation, retention, creative support, and fulfillment.

Volly works with existing technology investments by integrating with CRM platforms and loan origination systems, making it useful for lenders that want to connect their current systems with its marketing automation tools.

Its CRM is SOC 2 Type II certified, providing added assurance for organizations handling customer data. Companies like HSBC, PRMG, and Mutual of Omaha Mortgage rely on Volly for their mortgage marketing needs. The company has received industry recognition, including the HousingWire Tech100 and Progress in Lending awards.

Still unsure whether Volly software is the right fit? Call our expert staff at (661)-384-7070 for guidance.