Jungo

The Mortgage App for Salesforce.

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Overview

Jungo is a comprehensive CRM solution designed specifically for the mortgage industry. Built on top of the world's leading CRM platform, Salesforce, Jungo provides loan officers with pre-built workflows, marketing campaigns, and referral partner management tools. It integrates with loan origination systems to pull in data for automated in-process updates, acting as a central hub for all client and partner communication, which is a key function of a modern borrower portal experience.

✨ Key Features

  • Built on the Salesforce platform
  • Mortgage-specific workflows and automation
  • Email and text marketing campaigns
  • Referral partner tracking and co-marketing
  • LOS integration for automated milestone updates
  • Customizable dashboards and reporting

🎯 Key Differentiators

  • Built on the highly scalable and customizable Salesforce platform
  • Access to the extensive Salesforce AppExchange ecosystem
  • Combines mortgage-specific features with enterprise-grade CRM power

Unique Value: Jungo provides the best of both worlds: the power, security, and scalability of the Salesforce platform combined with a pre-built, mortgage-specific solution that saves lenders time and development costs.

🎯 Use Cases (4)

Managing client and partner relationships for mortgage professionals Automating marketing and communication throughout the loan process Tracking and managing referral business Leveraging the power of Salesforce for the mortgage industry

✅ Best For

  • Used by mortgage brokers and lenders who want the power and scalability of Salesforce, but with a pre-configured, industry-specific solution.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Users who want a simple, lightweight CRM and are not looking for the extensive capabilities (and potential complexity) of the Salesforce platform.

🏆 Alternatives

Total Expert Surefire CRM BNTouch Mortgage CRM

Unlike standalone mortgage CRMs, Jungo allows users to tap into the vast ecosystem of the Salesforce AppExchange, enabling nearly limitless customization and integration possibilities.

💻 Platforms

Web iOS Android

🔌 Integrations

Encompass Calyx Point LendingQB BombBomb Mortgage Coach Zapier

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ Salesforce Platform Certifications

💰 Pricing

Contact for pricing
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