Your New Competitive Edge in Realtor Relationships
The Jungo Agent Portal is designed to help loan officers strengthen relationships with realtors. This new feature offers tools to improve collaboration, manage referrals, and drive results. This blog will provide a simple guide to help you understand and use the Jungo Agent Portal.
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What is the Jungo Agent Portal?
The Jungo Agent Portal gives your realtor partners a platform to:
- Track their referral pipeline in real time.
- Manage pre-approval letters.
- Send referrals directly to you.
- Access a mortgage calculator.
- Stay updated on daily interest rates.
With these features, your partners can work more effectively while keeping you at the center of their referral network.
Key Features and How to Use Them
Real-Time Referral Pipeline
Realtors can see all their referrals, including details like the client’s name, status, and last touchpoint. Partners can leave notes or search for specific clients using the search.
How to Use It:
- Log in to the Agent Portal.
- Navigate to the referral tab.
- Use filters or search to find specific clients.
Manage Pre-Approval Letters
Realtors can view, download, or update pre-approval letters directly in the portal.
How to Use It:
- Click on the “Pre-Approval Letters” tab.
- Select a letter to view or edit.
- Use the slider or input field to adjust the approved loan amount (up to the limit you set).
Submit Referrals
Realtors can easily refer new borrowers using a simple form.
How to Use It:
- Go to the “Refer a Borrower” section.
- Fill out the lead’s information.
- The lead is automatically added to their pipeline and your Jungo account.
Mortgage Calculator
A built-in calculator helps realtors estimate payments for their clients.
How to Use It:
- Navigate to the “Mortgage Calculator” tab.
- Enter details like purchase price, term, down payment, and interest rate.
- Share estimates with clients to assist with decision-making.
Daily Rate Updates
Realtors can view today’s interest rates and subscribe to email updates for daily rate changes.
How to Use It:
- Click on the “Daily Rates” tab.
- Toggle the subscribe button to receive email updates.
Getting Started with the Agent Portal
Inviting Your Realtor Partners
- From your Jungo account, select the realtor contact you want to invite.
- Click “Invite to Agent Portal.”
- Your partner will receive an email with login instructions.
Additional Features
QR Codes and Lead Intake Forms
Generate QR codes for your marketing materials. These codes link to customizable forms that capture leads and sync them with your Jungo account.
How to Use It:
- Go to PrintPub in Jungo.
- Customize the QR code with a call-to-action (e.g., “Apply Now”).
- Download the QR code and use it in emails or social media.
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Upgrade to Access These Features
Haven’t updated yet? Request your free upgrade here:
The Jungo Agent Portal makes collaborating with realtor partners easier for loan officers. Start using this tool today and see the difference it makes! For questions or support, reach out to our team. We’re here to help.
