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What is Volly?

Volly simplifies the lending process while boosting marketing automation for banks and mortgage companies, including several of the nation's top 20 lenders. This innovative platform not only delivers advanced lending technology but also connects users with a dedicated team of marketing and branding experts who possess extensive experience in the mortgage industry. It effectively integrates with existing lead management systems and CRM software, ensuring a smooth transition. By implementing SPF, DKIM, DMARC, CAN-SPAM compliance, and reputation management, it guarantees peak email deliverability for users. A/B Testing allows for the evaluation of various emails, web pages, or applications to determine which strategies yield the highest engagement rates. Moreover, real-time notifications keep loan officers informed about how recipients respond to their emails. The platform also incorporates dynamic content for emails and landing pages, making certain that messaging resonates well and is easily accessible across multiple channels. In addition, Volly provides customized landing pages and email content that reflect the brand's identity, which significantly enhances customer interaction and engagement. This comprehensive approach not only improves the efficiency of lending processes but also strengthens the bond between lenders and their clients.

What is Unify CRM?

The comprehensive Unify mortgage platform equips you with everything necessary to expand your business effectively. Designed specifically for mortgage professionals, Unify supplies essential software that enables growth and success in the industry. You can oversee vital customer relationships, automate marketing efforts, and track leads seamlessly, all within a single user-friendly interface tailored for mortgage experts. With features like Mortgage Inquiry Alerts, you are notified when your contacts apply for loans with competitors, giving you an opportunity to engage with them and retain their business. The convenient Unify mobile application allows for easy management of contacts and leads, along with setting reminders and accessing important loan information. It also empowers you to create marketing materials, such as flyers and videos, to enhance your outreach. Everything you require for effective customer relationship management is conveniently available at your fingertips. Building a successful mortgage CRM business takes considerable time and effort, which is often challenging for busy mortgage professionals. Unify was specifically designed to support professionals like you in attracting new leads while maintaining strong client relationships, ensuring your business continues to thrive. By utilizing Unify, you can streamline your processes and focus more on what truly matters—serving your clients.

Media

Media

Integrations Supported

Finicity
Sales Boomerang
Salesforce

Integrations Supported

Calyx Point
Encompass
Facebook
LendingPad
LinkedIn
OSE
TrustEngine
X (Twitter)

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money.

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Volly

Date Founded

2019

Company Location

United States

Company Website

www.myvolly.com

Company Facts

Organization Name

Unify

Date Founded

2008

Company Location

United States

Company Website

unifycrm.com

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Dynamic Content
Lead Scoring

Categories and Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
Social Media Management
Video Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

eLearning Authoring Tools

Content Import / Export
Interactive Content
Template Management
Video Management

Email Marketing

Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Dynamic Content
Event Triggered Email
Landing Pages/Web Forms
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Origination

Compliance Management
Customer Database

Marketing Automation

Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing

Mortgage and Loans

Client Database
Contact Management
Pipeline Management
Refinance Management
Residential Mortgages

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