bankingciooutlook

Advanced CRM Mobile App to Aid Flexible Point-of-Sale Solutions

By Banking CIO Outlook | Wednesday, June 26, 2019

Customer Relationship ManagementLoan officers can now invite borrowers to apply an open house with a real estate agent with the new mobile POS application.

A SaaS-based CRM and POS solution provider, Volly launched the new POS mobile app and rebrands the existing CRM mobile app. 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 Customer Manager to Volly.

The latest mobile POS application provides loan officers with the strength to invite borrowers to apply or get prequalified from anywhere, anytime, whether at an open house with a real estate agent or out at the grocery store. Loan officers can further track loan status, and borrowers can upload documents and view statuses and tasks with the help of the mobile app. They can both interact directly within the app, for a seamless experience that is convenient on any mobile device. Loan officers can invite their referral associates to download their lender branded mobile app to quickly set up their account to request borrower referrals and track a referral's status within minutes. The CRM mobile app allows loan officers to work more efficiently to collaborate with customers.

Volly rationalizes marketing automation and lending technology for banks and mortgage corporations. The business eliminates the need to share sensitive client data with various vendors and has a team of world-class marketing and branding experts with vast experience in the mortgage business. Volly CRM is an industry-wide, Software Service platform that merges lead administration, email and direct mail operations with a 360-degree picture of every loan officer’s customers, associates and probabilities. This store delivers web-based, sales collateral store powered by custom content creation and integrated print fulfillment. Volly POS provides flexible point-of-sale solutions, including custom mortgage websites.

Weekly Brief

New Editions