Jungo Enterprise Solutions Designed for:

Mortgage Lending

Streamline your process and focus on making more deals.

Customized for Mortgage Lending

Jungo leverages more than a decade of experience in the mortgage industry to implement market-ready, company-wide Customer Success Platform.

Document Accessibility and Consolidation

Consolidate and easily access all client documents, from financial history to loan agreements.

Comprehensive Marketing and Analytics

Jungo features personalized, custom marketing campaigns for the mortgage industry and 360-degree analytics to measure effectiveness.

Team Management and Multi-Level Visibility

Jungo’s user-focused hierarchy allows you to assign and track tasks, manage calendars, set permissions, automate workflows – and amplify your production.

Mortgage loan process

Real Estate

Stay up to date with client information and easily locate new opportunities.

Customized for Real Estate

Pre-customized with functionality for the real estate industry, including streamlined referral and contact management fields, Jungo provides market-ready Salesforce® optimization solutions.

Document Accessibility and Consolidation

Consolidate and easily access all client documents, including client transaction histories, current listings, purchase agreements and transaction close anniversaries.

Comprehensive Marketing and Analytics

Jungo features personalized, pre-developed marketing campaigns and 360-degree analytics for the real estate industry.

Team Management and Multi-Level Visibility

Jungo’s user-focused hierarchy allows you to assign and track tasks, manage calendars, set permissions, automate workflows – and amplify your production.

Wealth Management

Industry functionality that eliminates the chaos from your customer relationships and allows you to focus on client portfolios.

Customized for Wealth Management

Customized with pre-built functionality for wealth managers, The Wealth Management App features industry-specific menus, alerts, documentation and marketing campaigns.

Team Management and Multi-Level Visibility

Salesforce’s user-focused hierarchy allows you to assign and track tasks, manage calendars, set permissions, automate workflows – and amplify your production.

Comprehensive Marketing and Analytics

Jungo features personalized, custom marketing campaigns for wealth managers and 360-degree analytics to measure effectiveness.

All-in-One, Innovative Salesforce Optimization

Manage contacts, consolidate and access client portfolios and financial statements and amplify the sales cycle with the #1 Customer Success Platform.

Experience Jungo

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