Woburn, Mass., June 10, 2019 – Volly, a leading provider of SaaS-based CRM, Marketing Automation, Marketing Store and POS solutions for banks and mortgage companies, today announced the launch of a new POS mobile app and a rebranding of the existing CRM mobile app.
The Volly Point of Sale Mobile App gives loan officers the ability to invite borrowers to apply or get prequalified from anywhere, anytime, whether at an open house with a real estate agent partner sitting with prospective buyers or while out at the grocery store. With the mobile app, loan officers can also track loan status, and borrowers can upload documents and view statuses and tasks, and both can communicate directly within the app, making for a seamless experience that is accessible on any mobile device. Loan officers can invite their referral partners to download their lender branded mobile app to easily setup their own account to invite borrower referrals and track a referral’s status within minutes.
The Volly CRM Mobile App enables users to access customer databases, schedule meetings, and view marketing activities. The rebranded app will reflect Volly’s new corporate colors and include a name change from CustomerManager to Volly.
“In today’s ultracompetitive environment, borrowers demand immediacy and responsiveness,” said Jerry Halbrook, Volly’s CEO. “Our mobile apps allow loan officers to work more efficiently and dynamically to collaborate with customers and partners. We’re confident that this technology advancement will substantially improve the quality and satisfaction of the customer journey.”
Research shows that more than 34 percent of consumers are accustomed to using smartphones and computers for everything, including mortgages. “Lenders who don’t have a mobile strategy will find themselves falling behind the ultra-competitive technology curve,” added Halbrook.
Volly POS and Volly CRM applications are white labeled solutions now available on Google Play (Android) and the Apple App Store (iOS). For more information, call 866.435.7050 or visit www.myvolly.com.
Volly simplifies lending technology 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. The Volly Marketing Store delivers a web-based, sales collateral store powered by custom content creation and integrated print fulfillment. Volly POS delivers 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 customer journey management and advanced capabilities for campaign strategies, email and text deliverability and real-time reporting that allows for a steady stream of information and analytics required to maximize customer capture rates. For more information, visit MyVolly.com or call 866.435.7050.
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 www.newcapitalpartners.com.
Vice President, Public Relations