What Volly does

Volly is a cloud-based marketing automation SaaS platform purpose-built for the U.S. mortgage industry, serving banks, credit unions, independent mortgage lenders, and—following a 2025 expansion—real estate professionals. Founded in 2004 and headquartered in Irvine, California, the company operates as a subsidiary of Williston Financial Group following its December 2023 acquisition by MyHome. Volly's flagship Marketing Automation Suite combines a mortgage-specialized CRM, email and direct-mail automation, lead management, branded loan officer websites, web-to-print fulfillment, and in-house creative services into a single integrated platform. The underlying architecture runs on AWS (Lambda, EC2, ECS, RDS, DynamoDB) with Okta for identity management, and integrates with Optimal Blue for pricing, Salesforce and Velocify for CRM, and Encompass and Byte for loan origination system data flow.

Volly monetizes primarily through annual enterprise SaaS subscriptions bundled with professional services (creative, copywriting, print and gift fulfillment). Pricing is quote-based and not publicly disclosed, consistent with a consultative enterprise sales motion complemented by distribution through WFG Enterprise Solutions and the newer self-service Volly Network Portal channel for realtors. Approximately one-third of the nation's Top 30 mortgage lenders are customers, with reported client retention of 75% at 9+ years and outcomes including $5.5 billion in repeat business generated for lenders since 2022 and average email open rates nearly 2x industry benchmarks.

The company's strategic direction has shifted since the WFG acquisition from pure mortgage marketing toward lender-realtor ecosystem orchestration. The June 2025 launch of Volly Network Connections—an MLS-integrated co-marketing module that automatically produces co-branded property websites and flyers when new listings hit MLS—represents the platform's first true two-sided network product. Combined with the January 2025 expansion into a dedicated Marketing Automation Suite for Real Estate Professionals, Volly is repositioning from a single-vertical mortgage martech tool to a cross-vertical collaboration platform spanning lending and real estate.

Name

Volly

Legal name

Volly Inc.

Website

https://myvolly.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Volly is a cloud-based marketing automation SaaS platform serving U.S. mortgage lenders, banks, credit unions, and real estate professionals with CRM, email/direct mail automation, lead management, and lender-realtor co-marketing tools, operating as a subsidiary of Williston Financial Group.

Ownership category

akta.pro rank

Product category

Mortgage Marketing Automation

NAICS

Software Publishers (5132)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Product, Pricing & Eligibility (PPE) / Rate Lock & Pricing Engines (FSALALAC)

Keywords

• Mortgage marketing automation
• Loan officer CRM
• Lender lead generation
• Real estate co-marketing
• Mortgage retention programs

Headquarters

HQ city

Woburn

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Marketing Automation Suite Subscription: Volly generates revenue through SaaS subscription fees for its Marketing Automation Suite, which includes CRM, email automation, lead management, branded websites, and creative services. The platform serves mortgage lenders, banks, and credit unions with tiered service offerings.
2. Creative Services and Marketing Support: Additional revenue from creative services including copywriting, design, marketing collateral creation, and ongoing marketing support as part of the 'marketing agency in a box' offering.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Volly sells a cloud-based Marketing Automation Suite purpose-built for mortgage lenders, combining CRM, email and direct-mail automation, lead management, branded loan officer websites, web-to-print fulfillment, and creative services into a single integrated platform. The company also monetizes add-on modules — Volly Network Connections (real-time MLS-driven lender-realtor co-marketing) and the Volly Network Portal (a web-to-print portal for real estate professionals) — and provides recurring creative and fulfillment services alongside the subscription.

Product overview

Volly offers a unified Marketing Automation Suite platform designed specifically for mortgage lenders and real estate professionals. The core platform integrates Mortgage CRM, Email Automation, Direct Mail Automation, Branded Websites, Lead Management, Web-to-Print Store, Automated Retention Programs, and Creative/Fulfillment Services into a single integrated solution. Key add-on modules include Volly Network Connections (for lender-realtor co-marketing with MLS integration and automated property websites) and Volly Network Portal (a web-to-print portal for real estate professionals). The platform serves one-third of the nation's top 30 lenders, combining technology, creative services, and mortgage industry expertise to help lenders capture leads, convert prospects, and retain customers for life. Services are offered through WFG Enterprise Solutions following Volly's acquisition by MyHome/Williston Financial Group in December 2023.

Differentiator

Problem solved

Functional benefit

Brands

• Network Connections: A next-generation solution within Volly's marketing suite that empowers mortgage loan officers to seamlessly collaborate with and support their real estate agent network on each new listing through real-time listing alerts, automated co-branded property websites, and analytics dashboard.
• Marketing Automation Suite
• Volly Network Portal

Products and services

• Volly Marketing Automation Suite All-in-one cloud-based marketing automation platform for mortgage lenders (banks, credit unions, independent mortgage banks) that combines CRM, email and direct-mail automation, lead management, branded loan officer websites, web-to-print fulfillment, creative services, and automated multi-year retention programs into a single integrated solution.
• Volly Mortgage CRM Customer relationship management solution built for mortgage professionals to manage client bases, prospect pipelines, partner relationships, and past loan transactions, with automated scheduling, dispatch, email campaigns, and social media posting.
• Volly Network Connections Co-marketing module that connects mortgage loan officers with their real estate agent partners via real-time MLS listing alerts, automatically generating co-branded property websites, instant flyers, lead capture tools, lender-specific pricing integration, and an analytics dashboard for campaign performance.
• Volly Network Portal Self-service web-to-print portal for real estate professionals offering co-branded marketing materials, open house products, social media templates, and educational flyers, enabling loan officers to extend the Volly platform to their realtor partner networks.
• Creative Services In-house creative and marketing agency services for Volly's lender clients, including copywriting, design, and tailored marketing collateral production that aligns with each lender's brand guidelines and existing campaigns.
• Fulfillment Services End-to-end fulfillment services covering email, direct mail, and print production, plus personalized closing gifts, supporting Volly's automated retention and direct-mail campaigns for lenders.

Quantifiable outcome

• Clients generated $5.5B in repeat business since 2022, driving portfolio growth of 26%+
• +4 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Optimal BluecoreTechnology or Integration · 1 January 2024Integration with Optimal Blue's pricing engine enables loan officers to generate accurate, dynamic pricing scenarios based on borrower-specific attributes and current market conditions. The integration enhances workflow efficiencies, streamlines borrower experiences, and improves customer retention outcomes.
• MyHome (Williston Financial Group)coreStrategic or Co-development Partner · 21 December 2023MyHome, a Williston Financial Group company, acquired Volly in December 2023. MyHome is a pioneer in online closing and collaboration, and the acquisition expands their solutions for mortgage lead generation, conversion, and retention. Volly's services are now offered through WFG Enterprise Solutions.
• Home CaptainminorStrategic or Co-development Partner · 2 June 2021Volly acquired Home Captain, a real estate platform, in June 2021 to expand capabilities into the real estate market. The acquisition aimed to create seamless interactions between borrowers, loan officers, and real estate agents.
• MissioncoreTechnology or IntegrationMission provides managed AWS services for Volly, including infrastructure oversight, cost optimization (achieving 25% reduction in monthly AWS spend), and technical support. Mission helped Volly transition from EC2 to Lambda/serverless architecture and negotiated cost savings on Okta licensing.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Salesforce Marketing Cloud: General-purpose enterprise marketing automation and CRM platform that overlaps with Volly's email automation, journey orchestration, and CRM capabilities; offers broader scale and an integrated stack but lacks Volly's mortgage-specific content and compliance depth.
• HubSpot: Broad marketing automation, CRM, and content platform used across industries; comparable to Volly in email automation, lead nurturing, and website functionality, but serves a horizontal customer base rather than specializing in mortgage workflows.

Others

• Velocify: Lead management and prioritization system (now part of ICE Mortgage Technology) that Volly integrates with for automated enrollment in retention programs; serves as a complementary ecosystem partner rather than a direct marketing automation competitor.
• ICE Mortgage Technology (Encompass): Provider of the Encompass loan origination system that Volly integrates with for automated borrower journey notifications and retention program enrollment; a key ecosystem partner and dominant mortgage LOS rather than a direct competitor.
• Optimal Blue: Mortgage pricing engine provider that Volly integrates with for dynamic, borrower-specific pricing scenarios; serves overlapping lender customers with complementary technology rather than competing head-to-head.

Direct peers

• BombBomb: Video email and personal messaging platform with deep penetration in mortgage and real estate; like Volly, it focuses on relationship-driven, personalized email campaigns that drive engagement and conversion in the home-buying journey.
• Top of Mind Networks (Surefire CRM): Mortgage-specific marketing CRM and automation platform that directly competes with Volly's CRM and Marketing Automation Suite for banks, credit unions, and independent mortgage lenders with lead nurturing, retention, and personalized content workflows.
• ActivePipe: Real estate sales CRM and lead nurturing platform that automates email and drip campaigns for real estate agents; comparable to Volly's automated retention and email automation modules serving overlapping realtor and mortgage customers.
• Real Geeks: Real estate marketing platform providing lead-generation websites, CRM, and email marketing for agents; directly comparable to Volly's branded websites, lead management, and email automation offerings for the realtor segment.
• BoldTrail (formerly kvCORE): Real estate CRM, lead generation, and marketing automation platform serving real estate agents and brokerages; overlaps with Volly's Network Portal and Network Connections in providing co-branded marketing tools for the lender-realtor ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights8 records

Customer concentration

• Xx.com/vollytech
• Facebookfacebook.com/VollyTech
• LinkedInlinkedin.com/company/myvolly
• Instagraminstagram.com/vollytech/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Volly