Dan Bailey and Kat Loveland discuss how Volly helps WFG’s lender clients capture and retain more mortgage business

In the latest installment of WFG Insights, host Brian Bushlach sits down with Volly’s SVP and General Manager Kat Loveland and WFG Enterprise Solutions SVP Dan Bailey to discuss the strategic acquisition of Volly by WFG’s technology and marketing subsidiary, MyHome. During the discussion, Bailey highlights how Volly’s lead generation capabilities and customer conversion tools align perfectly with WFG’s existing services, which include title insurance, appraisal and property valuation services, and closing services. He also discusses the enthusiastic customer feedback regarding the addition of Volly’s services, citing the increasing demand on behalf of WFG’s lender customers for enhanced marketing support to improve loan origination and retention rates.

During the discussion, Loveland touches on the synergies between Volly and WFG, including a shared commitment to prioritizing exceptional customer service. Bailey, Loveland and Bushlach also discuss how Volly’s technology, including its CRM and marketing solutions, complements WFG’s offerings and enhances lenders’ abilities to capture, convert, and retain customers efficiently. The conversation underscores the mutual benefits and synergies that Volly brings to the WFG family of companies, marking it as a valuable strategic addition aimed at providing comprehensive, streamlined solutions to their mutual customers. Listen to the full podcast here.