Two decades ago, a bold idea became the mortgage industry’s most trusted CRM. Here’s a look back at the milestones that shaped Jungo, and a sneak peek at what’s to come.

20 Years of Jungo: How We Got Here, and Where We’re Going

From 2005 to now we have seen so many improvements and milestones that have made Jungo what it is today. We want to commemorate these years with a look back into where it all started, the people that made it happen and some of our favorite memories. 

In 2005, Juliana GarciaDelgado and Mike Gulitz co-founded Jungo with a clear mission: give mortgage professionals a smarter way to manage their business. From day one, Juliana and Mike’s leadership set the tone for the industry, always predicting what loan officers would actually need next. To this day, the passion for innovation hasn’t changed but only gotten sharper.

A Timeline Of Milestones

Here’s a look at every major chapter in Jungo’s evolution from the first day one until now. 

2005
Mike and Juliana Co-Found Jungo

Every great company starts with a problem worth solving. In 2005, Juliana and Mike Gulitz looked at the mortgage industry and saw loan officers drowning in manual follow-up, scattered contact databases, and zero automation, and decided to do something about it. They co-founded Jungo with a clear mission to build a CRM specifically for how loan officers work.

From day one, Jungo was built on Salesforce, making it the mortgage industry’s first Salesforce-native CRM. This meant every Jungo customer got access to the world’s most trusted CRM infrastructure, with enterprise-grade security, a highly customizable model, and a platform with decades of stability behind it. The platform guided every product decision from the start, and that customer-first instinct is what turned a startup into an industry standard.

2008
Became One of Salesforce’s First OEM Partners

Three years in, Jungo earned one of the most meaningful validations a Salesforce-based company can receive: OEM partner status. Becoming an OEM (Original Equipment Manufacturer) partner, allowed Jungo to embed Salesforce’s core technology directly into its own product and deliver it under the Jungo brand.

For customers, this was a huge deal. This meant that the security, compliance tooling of Jungo was Salesforce-powered, and with that, held to the same enterprise standards used by Fortune 500 companies. For a newer startup to earn OEM status in Salesforce’s early partner ecosystem was a huge achievement at the time and kickstarted the success of Jungo.

2013
Mortgage Coach: Changing the Borrower Conversation

Jungo’s first major integration partner was Mortgage Coach, which changed how loan officers communicated with borrowers. Before tools like Mortgage Coach, most LOs were presenting loan options using traditional fee worksheets. Most of these worksheets were dense, confusing documents that did little to help borrowers understand their choices.

Mortgage Coach changed that entirely with visual, data-driven presentations that translate complex loan scenarios into clear charts, graphs, and side-by-side comparisons. They were able to see exactly what each option means over time, in plain terms they can actually understand.

The integration with Mortgage Coach, allowed for our clients to generate the presentations directly and present it to the client virtually or in person. They could also run batch annual loan reviews, pulling CRM data to reach out to past clients at exactly the right moment with updated loan options. This resulted in more educated borrowers, faster decisions, and stronger advisor relationships.

2014
Reffinity: Building Referral Relationships on Autopilot

Ask any top-producing loan officer what drives their business, and the answer is almost always the same, referral partners. A strong referral partner doesn’t just send one borrower, they send year after year, as long as they trust you and feel taken care of.

The problem however is keeping those relationships requires consistent, proactive communication. For a busy loan officer juggling a huge pipeline, making sure every referral partner gets a timely update is easy to forget.

Jungo’s Refinnity feature automatically sends pipeline reports to referral partners, keeping them informed at every milestone. Beyond communication, Reffinity gave our clients the ability to track which partners were sending the most business over time, helping them invest in the right relationships at the right moments.

2015–2016
LOS Integrations: The End of Double Data Entry

For loan officers, the LOS is where the work lives. And for years, getting that data into a CRM meant typing the same information twice: once in the LOS, once into your CRM. Tedious, error-prone, and a quiet drain on productivity.

This all changed in 2015 when Jungo eliminated that problem with direct integrations to the three most widely-used LOS platforms in the industry: Ellie Mae’s Encompass, Calyx Point, Byte Software, LendingPad, Velocity, and now you can also connect your Arive LOS if you have a Zapier account.  Every loan stage update, milestone event, and status change in the LOS was immediately reflected in Jungo with no manual entry required. 

2018
DocsBar & Floify: Collecting Documents Without the Chaos

There are few things more frustrating in the mortgage process than document collection. The endless email threads. The last-minute texts when there is a missing bank statement three days before closing. It slows loans, frustrates borrowers, and burns out processors.

In 2018, Jungo tackled this head-on. The DocsBar feature gave loan officers a centralized, secure space to store and manage all loan documents directly within a borrower’s Jungo contact record — encrypted, organized, always accessible.

In 2018, Jungo tackled this head-on. The DocsBar feature gave loan officers a centralized, secure space to store and manage all loan documents directly within a borrower’s Jungo contact record — encrypted, organized, always accessible.

Then with the integration with Floify, one of the mortgage industry’s leading point-of-sale platforms, the experience became more seamless for borrowers, too. Floify integration gives borrowers a secure portal where they can upload documents, check off outstanding items, and monitor loan status from any device. 

The best thing about the software is that the borrower is responsible for uploading their documents. The system sends reminders and allows them to see what they are missing, making it simple and seamless.

2020
Closing Email of the Week: Let Jungo Market For You

Most loan officers know they should be marketing consistently. But for most, it’s not because they don’t want to, but because writing a thoughtful email about market trends takes a long time. 

The Closing Email of the Week was Jungo’s answer. Every week, Jungo delivers professionally written, ready-to-send email and social media content covering everything from: industry news, borrower education, seasonal tips, market updates, and more. These emails make it easy for LOs to find something relevant to their audience and send it with minimal effort.

2024
Homebot Integration: Turning Closings Into Lifelong Relationships

The Jungo + Homebot integration was built around the belief that the closing table should be the beginning of the relationship. Homebot delivers personalized monthly digests to clients showing their home’s current estimated value, refinance opportunities, and more all automatically, all branded to the loan officer who helped them close.

These are updates homeowners actually look forward to because they contain real, important information about their home. What you get in return is a monthly touchpoint that keeps your name in front of past clients long after closing.

2024
Homebot Integration: Turning Closings Into Lifelong Relationships

Over the years, our marketing efforts were growing with: weekly email content, automated campaigns, co-marketing tools for referral partners, and more. The Marketing Hub brought all of it together in one place with a single dashboard where loan officers could manage their entire marketing operation without ever leaving Jungo.

Automated campaigns run in the background just like always but now, with just one click, you could set up closing email of the week, birthday emails, anniversary emails and so much more. The access to content library and Jungo campaigns was right on your dashboard making sending an email or finding content as simple as possible.

What’s to Come…..

Twenty years in, and there is no stop to the improvements. This year, we are releasing a brand new email builder powered by BeeFree, an email platform known for being simple enough for beginners while giving advanced users the flexibility to create truly on-brand emails without touching a line of code.

Paired with continued Marketing Hub enhancements and Jango’s longstanding commitment to building what LOs actually need and want. 

What Makes Jungo, Jungo

Looking across 20 years of product decisions, there’s a consistent thread: Jungo builds things that solve real problems for loan officers. 

Every update from Reffinity’s automated pipeline reports to the Homebot integration’s monthly finance updates has been to achieve one goal: help LOs spend more time building relationships and less time on tasks a system should handle for them. 

That’s the standard Jungo has held itself to for two decades, and one we intend to keep raising.

Here’s to the Next 20

To every loan officer, referral partner, client, friend, and team member who’s been part of this journey: thank you. Twenty years is worth celebrating, we can’t wait to see what’s next. 

Happy 20th, Jungo.

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