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Volly

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Simplifies lending technology and marketing automation for banks and mortgage companies

Woburn, United StatesFounded 2013Fintech
Valuation $50–100M Last recorded · 2020
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
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About Volly

Volly operates as a provider of a cloud-based marketing automation and lending platform tailored for the mortgage and banking industries. Established in 2004 and formerly known as LoyaltyExpress, the company offers a suite of services that cater to banks, credit unions, and mortgage lenders across the United States. In June 2017, LoyaltyExpress received an investment from New Capital Partners to accelerate growth. This was followed by the acquisitions of Lending Manager in late 2017 and SoftVu in July 2018. In March 2019, LoyaltyExpress rebranded as Volly, reflecting its expanded technology and service offerings. The company continued its growth by acquiring Home Captain, a real estate technology platform, in June 2021. A significant milestone occurred in December 2023 when Volly was acquired by MyHome, a subsidiary of Williston Financial Group (WFG), a provider of title insurance and real estate settlement services. This acquisition integrated Volly's services into the WFG Enterprise Solutions platform.

Volly's business model is centered on providing a comprehensive Software-as-a-Service (SaaS) platform that streamlines the entire customer journey for its clients in the financial sector. The company generates revenue by offering this integrated platform to financial institutions, helping them to capture, convert, and retain customers more effectively. Its clientele includes some of the nation's largest lenders, with reports indicating that one-third of the top 30 banks in the U.S. utilize its services. The platform combines customer relationship management (CRM), marketing automation, portfolio retention tools, and creative services. Key features include tools for creating loan officer websites and landing pages with built-in lead capture, automated email and direct mail campaigns, and co-marketing capabilities for loan officers and real estate agents. This integrated approach eliminates the need for clients to use multiple vendors, thereby saving time and enhancing data security. Following its acquisition by MyHome, Volly's offerings are now part of a broader suite that includes appraisal management, valuation services, and title and settlement services.

Source: Dealroom company data

At a glance

Status
Acquired
Founded
2013
Headquarters
Woburn, United States
Employees
47
Open positions
None listed
Dealroom signal
71.9/100
Industry
Fintech
Sub-industry
Mortgages & Lending, Banking
Sector
Fintech
Client focus
b2b
Investment activity
1 company, latest Jul 2021
Capital deployed
—
Preferred round
ACQUISITION

Funding history

2 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONOther financing Dec 2023 $0 — MyHome ↗
SERIES BOther financing Sep 2020 $11M $44M Camden Partners · New Capital Partners —
Showing the latest 2 of 2 recorded eventsBook a demo for the full funding history →

Growth signals

Volly website traffic

Latest recorded traffic for Volly is 470 monthly website visits, down 81.9% over the last three months. Volly's team grew 6.8% over the past year.

Latest monthly visits470 3-month web change-81.9% 1-year team growth+6.8%
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Similar companies

Closest operating peers by Dealroom taxonomy

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Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

3 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A2 investors entered at this stage

  • Camden Partners
  • New Capital Partners

Other known investors1 additional known investor

  • MyHome
Team profiled 5 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Volly on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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