Press Release

Volly Hires Theresa Sloan as Senior Vice President of Client Services

Former Ellie Mae, Black Knight executive joins growing fintech company

Woburn, Mass., July 2, 2019 — Volly, a leading provider of SaaS-based marketing automation, CRM, and POS solutions for banks and mortgage companies, announced the appointment of Theresa Sloan to Senior Vice President of Client Services.  As a member of Volly’s executive leadership team, Sloan will manage Volly’s enterprise-wide client services teams and client relationships.

Sloan brings over 25 years of experience in the mortgage banking and financial services industries to Volly. Previously, Theresa served as Director of Engagement Services & Professional Services at Ellie Mae, a leading cloud-based platform provider for the mortgage industry.  As Senior Vice President and Client Delivery Director at Black Knight, Theresa was responsible for executive relationship management and services delivery.  She also held various leadership roles at loan origination system providers, banks, and loan servicing firms.

 “Our innovation and aggressive roadmap go hand-in-hand with recruiting top talent to deliver the world-class technology and marketing services the mortgage lenders need,” said Jerry Halbrook, Volly’s CEO.  “Theresa’s track record, experience, and passion for client services and technology leadership make her an outstanding addition to the Volly team and corporate culture.”

“Volly is steadily striving for and reaching monumental milestones in our technology development and growth initiatives,” Halbrook added.  “Our industry, clients, partners, and employees can look forward to exceptional advancements as we introduce and deliver swift technology and services in the coming months.”

About Volly

Volly simplifies CRM and marketing automation for banks and mortgage companies, including one of the top three retail lenders in the nation.  Volly eliminates the need to share sensitive customer data with multiple vendors and has a team of world-class marketing and branding experts with extensive experience in the mortgage industry.  Its flagship solution, Volly CRM, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer’s customers, partners and prospects. Volly MarketingCentral delivers a web-based, sales collateral store powered by custom content creation and integrated print fulfillment. Volly POS delivers world-class, flexible point-of-sale solutions, including custom mortgage websites. Volly Marketing Automation is an industry leader in the deployment of marketing automation to assist clients with lead conversion.  Volly’s Marketing Automation technology platform, campaign strategies, email and text deliverability and reporting allow for a steady stream of analytics required to maximize customer capture rates.  For more information, visit or call 866.435.7050. is coming soon.

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


Ronald Anderson

Vice President, Public Relations

(770) 882.9217