Archive & Track Documents in Our Secure CRM
Jungo’s DocsBar feature keeps loan documentation and correspondence for every transaction conveniently attached to the contact record! Keep your records safe and secure within Jungo’s encrypted CRM.
As documents are received, Jungo updates your document checklist and automatically sends an updated doc request to the borrower. It couldn’t be easier! Sign up for a free demo webinar to learn more.
DocsBar: Efficient Loan Document Management
- Keep track of requested documents to borrowers.
- Quickly build your needs-list and instantly add or remove requests as the loan progresses.
- Assign follow up tasks to specific team members.
- Branded notifications keep communication tracking inside the secure CRM and out of your inbox.
- Emails to borrowers can be co-branded to promote both you and your real estate partner.
- Instantly communicate to borrowers, realtors or other loan stakeholders with automated loan status emails.
- Secure access anywhere with Jungo’s Mobile App
Jungo is Fully Integrated with Floify
If you’re already a Floify subscriber, we can swap out the DocsBar function and customize your Jungo account to view Floify directly within the CRM. Do it all from one central location, using the tools you’re familiar with!