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New Tools Empower Loan Officers

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.


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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.


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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. 


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“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.”  


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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).