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.
Built for Mortgage Teams – Purpose-driven solutions designed specifically for loan officers, branches, and enterprise lenders, supporting real-world workflows without unnecessary complexity.
Teams stay focused on originating loans and strengthening relationships instead of managing technology.Fast Adoption at Scale – Quick to launch and easy to use, helping teams drive consistent adoption without heavy training or disruption.
Leadership sees faster time to value while loan officers stay productive from day one.Automated, Consistent Engagement – Always-on outreach to prospects, past clients, and referral partners that supports relationship building without adding to loan officer workload.
Meaningful touchpoints happen consistently in the background while loan officers focus on high-impact conversations.Customer Intelligence & Local Credibility – Actionable customer intelligence reveals borrower behavior, engagement signals, and key life moments, guiding loan officers on who to contact, when to reach out, and why it matters.
Combined with localized market insights, every interaction feels timely, relevant, and advisor-led.Enterprise-Grade Support & Connectivity – Seamless alignment with existing systems, backed by hands-on, human support enterprises can rely on.
Teams get responsive guidance from people who understand mortgage and move at the speed of the business.
Volly
Customer reviews
Volly
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