“At Volly, our mission statement is clear and forward-thinking: ‘To power the dream of homeownership through industry-leading technology and dynamic marketing to drive the customer journey.”
Customer Relationship Management (or CRM) has become an important component for banks which usually lack brand loyalty and have to pay more attention to engaging and retaining, alongside having the capability to foresee what their customers require. One of the biggest challenges for bank and mortgage executives is the inability to seamlessly manage end-to-end processes for digital and direct mail marketing, robust customer engagement and compliant lending requirements. As a result, enterprise-wide processes are cobbled together through multiple vendor technology platforms and service providers. Woburn, Massachusetts-based Volly is responding to these widespread inefficiencies by delivering a world-class, component-based platform that has the capability to seamlessly integrate marketing and customer engagement strategies with robust lending technologies to achieve an intelligent and consistent experience for each and every customer. The Volly Platform includes expansive technology and integrations that dynamically support marketing automation, CRM, point of sale (POS), portfolio retention and digital and direct mail marketing management.
Volly is the combination of three tenured SaaS-based technology companies with expertise in the banking and mortgage industries. The combined platforms and Volly name represent the powerful combination of innovative technology and extensive marketing services that substantially improve processes and deliver time-sensitive, high-impact communications and services to consumers. This combination of technology and services creates a unique amalgamation of capabilities coupled with market-leading content management and creative solutions. The company provides both platform capabilities and marketing content focused on a customized borrower experience through lead nurturing, customer acquisition, retention, referrals and engagement throughout the customer life cycle.
Volly is spearheaded by Jerry Halbrook, who has over 35 years of experience in the financial services industry. Jerry is guiding the company’s strategic initiatives and growth with his steadfast leadership and talent. His proven track record in mortgage-banking technology coupled with his remarkable success while leading Black Knight’s Origination Technology Division are exceptional achievements. Jerry’s experience in successfully growing companies and the strategic positioning of Volly in the market for banks and independent mortgage companies are propelling the company’s success. Jerry’s unparalleled levels of expertise and industry relationships are greatly benefitting the numerous clients and stakeholders of the company.
Simplifying Lending Technology & Marketing Automation
For Volly, it is all about enabling the clients to provide intelligent communications and lending services that are responsive to its consumers. That’s why Volly chose “Power the Journey” for its corporate tagline. In today’s ultra-competitive lending environment, borrowers demand and expect immediacy through the entire lending process—which requires organizations to have one view of each customer’s entire relationship throughout divisions and departments. The Volly Platform delivers this seamless experience and comprehensive profile so that each customer’s journey is unique and communicates the right message at the right time to optimize engagement and conversion, increasing loan volume, revenue and ROI.
The Volly Platform seamlessly integrates CRM, marketing automation and point of sale (POS) for banks and mortgage companies. Volly CRM combines lead management, email and direct mail campaigns with a complete view of each loan officer’s prospects, customers and referral partners. Volly Marketing Portal—which fully integrates with the Volly CRM and other CRMs as well as various pricing engines—is a Software-as-a-Service (SaaS) based marketing store for digital and print collateral fulfillment. Volly Marketing Automation is a high-impact, customized lead-conversion solution. Volly POS delivers world-class, flexible solutions that create a simplified digital loan experience for today’s technology-driven borrowers. Volly has SOC 2 Type II data security, the highest in the industry, and annually recertifies with third-party auditors and conducts pen-testing. Volly’s cloud providers deliver significant additional security tools. If a lender or technology provider is engaged with our cloud provider, they can be extremely confident in their security.
Volly also knows that owing to the dramatic rise in mobile device usage, today’s borrower has an “anytime, anywhere” mentality when it comes to communicating with their loan officer. The Volly CRM mobile app allows for ease-of-use functionality on any mobile device with straightforward access for entering leads, deploying emails, assigning drip campaigns, following up on system-driven alerts and accessing customer loan information. Thus, the Volly mobile app provides the constant connectedness that borrower’s desire.
A 360-Degree View
Volly’s full-suite solution provides an end-to-end experience for its clients. A loan originator can utilize the full suite of products to create a customized borrower journey from the initial lead through repeat customer-for-life campaigns and referral business. Volly’s unified platform provides lead nurture campaigns designed to increase prospect engagement and referral partners, a simplified application process that creates a symbiotic relationship between the loan originator and prospect, milestone assistance for the customer through the loan process and continuing customer messaging to incur referral and repeat business. Incorporated detailed reporting allows for a steady stream of analytics required to maximize customer capture rates and provide engagement statistics shared throughout the platform.
Volly is the only CRM provider that creates unique marketing content for every customer. Most CRMs utilize a replicated library of content with little change other than the company logo. The effect is a commoditizing of the client’s brand by repeatedly sending replicated, mass-produced generic marketing to customers, prospects and partners, creating the inability to differentiate the organization’s value proposition to prospects while also confusing borrowers. Volly’s world-class lending technology provides a tailored journey of engagement to prospects, delivering the right message at the right time and with a value that resonates with the need of each prospect.
It is pertinent to mention that Volly’s unique technology and market position are its greatest strengths. No other organization provides a seamless, integrated technology to simplify the borrower and loan originator experience with such powerful marketing and branding automated tools across so much of the entire customer experience. The unique technology is a fully integrated platform that includes CRM, POS, Marketing Automation, Custom Web Development and Custom Print—all provided by a single strategic vendor partner at a bundled cost that is unparalleled in the market. In addition, all of Volly’s products can be modulized and purchased individually. That way, no matter what a mortgage company or bank needs, Volly can fit it within their existing tech stack.
Additionally, the Volly Platform fully integrates with any existing technologies through open APIs. Volly optimizes borrower and loan officer experiences by providing automated marketing and leads nurture campaigns designed to increase loan acquisition and customer engagement. These campaigns feature unique, compliant marketing content that can be self-service for the loan officer or centrally deployed on their behalf.
The Future Ahead
The company has carefully thought about its name—Volly, which is reflective of the customer journey from initial inquiry to post-closing. According to Jerry Halbrook, a customer often is “volleyed” back and forth through different systems, processes, alerts and people. “As you know, there is a lot of interaction that needs to occur in order to get a mortgage transaction completed,” says the CEO. “The Volly platform provides a fully integrated end-to-end solution for the borrower and loan originator while ensuring all information, communication and documentation from the initial experience through post-close campaigns are all within a centralized platform.” Adding to the inception of the name, Jerry states, “This concept of volleying back and forth is the imagery we use internally around our mission statement. Can the loan officer and the borrower complete the transaction without the ball hitting the ground?”
Volly’s near-term road map includes offering enhanced integrations for even more seamless connectivity to other technology systems (including Salesforce integration capabilities) to ensure as technology continues to evolve, Volly will be at the forefront and a strategic partner in the whatever tech stack their customers choose. The road map also includes offering enhanced communication methodologies tailored to the preferences of the borrower. This means allowing for all stakeholders in the customer experience to fully communicate through an . Volly will also enhance the capabilities of its already high-quality lead generation and retention solutions as well as expanded strategic partnerships and a Digital Marketing Program. In addition, Volly will aggressively expand its market presence and customer base with stronger brand positioning messaging.
The company has carefully thought about its name—Volly, which is reflective of the journey from initial inquiry to post-closing, as a borrower is “volleyed” back and forth through different systems, processes, alerts, and people. “As you know, there is a lot of interaction that needs to occur in order to get a mortgage transaction completed. This concept of volleying back and forth is the imagery we use internally around our mission statement,” Jerry says. “Can the loan officer and the borrower complete the transaction without the ball hitting the ground?”
Says Jerry: “We provide a fully integrated end-to-end solution for the borrower and loan originator while ensuring all information, communication and documentation from the initial experience through post-close campaigns are all within a centralized platform.”
