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July 24, 2024 15 mins

In this episode, host Brian Bushlach welcomes WFG Enterprise Solutions SVP Dan Bailey and Volly’s SVP and General Manager Kat Loveland to share the inside story on WFG's acquisition of Volly. Topics include:

  • How Volly's lead generation and customer conversion tools align with WFG's title insurance, appraisal, and closing services.
  • Increasing demand on behalf of WFG’s lender customers for enhanced marketing support to improve loan origination and retention rates.
  • The complementary nature of Volly's CRM and marketing solutions with WFG's offerings.
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