Volly
Trusted by top mortgage professionals, Volly’s Marketing Automation Suite supercharges the full customer journey—capturing leads, converting them into clients, and retaining them for life—with proven technology and creative services tailored to the industry.
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Volly’s Marketing Automation Suite combines powerful technology with award-winning creative to help lenders and real estate professionals build stronger customer relationships at every stage of the journey. From capturing new leads with co-branded property alerts and websites, to converting them through personalized campaigns, to retaining them with ongoing engagement programs, Volly delivers a seamless experience that drives measurable growth. Designed specifically for the mortgage and real estate industry, our platform gives you the tools, insights, and support needed to attract more business, close more loans, and keep clients for life.
Highlights
Volly can help you:
Acquire new business faster
Retain customers and drive repeat business
Increase marketing and loan officer capacities
Reduce the cost of acquiring new business
Gain peace of mind in meeting brand and regulatory requirements
Measurable results – Higher open rates, portfolio growth, and stronger customer relationships.
Details
Vendor Category
Customer Relationship Management (CRM)
Pricing Model
Per-User Pricing
Works well with
MortgageHalo
Usherpa
Overview
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Product comparison
Volly
MortgageHalo
Usherpa
Overview
Trusted by top mortgage professionals, Volly’s Marketing Automation Suite supercharges the full customer journey—capturing leads, converting them into clients, and retaining them for life—with proven technology and creative services tailored to the industry.
The most self-driving mortgage CRM
Where Mortgage Expertise Meets Smart Technology.
Highlights
Volly can help you:
Acquire new business faster
Retain customers and drive repeat business
Increase marketing and loan officer capacities
Reduce the cost of acquiring new business
Gain peace of mind in meeting brand and regulatory requirements
Measurable results – Higher open rates, portfolio growth, and stronger customer relationships.
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
- Mortgage-Specific SmartCRM – Designed exclusively for loan officers, branches, and enterprise lenders.
- Fast to Launch, Easy to Adopt – Simple setup and intuitive tools loan officers actually use.
- Done-For-You Marketing – Automated campaigns for prospects, past clients, and business partners.
- Best-in-Class Integrations – Seamlessly connects with Encompass, nCino, Blend, Optimal Blue, Homebot, MMI, and more.
- SmartScore™ Alerts – AI-powered engagement scoring helps you focus on your hottest opportunities.
- Local Housing Videos – Monthly market updates customized to your region, boosting your advisor credibility.
- Infinite Referral Machine™ – Keeps you top-of-mind to drive repeat and referral business without the burnout.
- Award-Winning Support – Human, hands-on service every step of the way.
Volly
Customer reviews
Volly
Firstline Compliance
