Mortgage Automation Software

Mortgage Automation Software Simplified

Streamline your mortgage business with automated solutions.
Jungo’s mortgage CRM helps automate your internal processes, marketing efforts, and sales development, allowing you to run your business more effectively.

Automate Repetitive Tasks

Automate Internal Processes

Oversee Your Entire Team
Create dynamic Reports & Dashboards with live data to oversee your entire business. See open tasks, who your top loan officers are, and which partners are giving you the most business.
Automate Task Delegation
Assign follow-up tasks to ensure proper assignment, and distribute leads as they come in.
Have a Clean Database
Automatically segment your data to better communicate with your borrowers and easily remove duplicate contacts.

Marketing Automation

Let Jungo Market For You
Connect with prospects using educational email drip campaigns, nurture leads and become their go-to mortgage expert and delight closed-clients with post-close marketing campaigns to build relationships for life.
Timesaving Communication
Have trigger-based workflows to send personalized messages on important events such as birthdays, loan anniversaries, or any other custom field reference.
Increase Customer Loyalty
Jungo’s Concierge Program is an easy and affordable solution to thank your clients for their business. All packages are highly personalized with your branding, photo, and contact information. Packages start as low as $35.
Strengthen Your Realtor Referral Strategy
Earn more realtor referrals with automated pipeline updates every week, month, or quarter.
Sales Automation
Trigger-Based Updates

Trigger-Based Updates

Keep your borrowers and transaction partners happy with automated loan milestone updates.

Stop Chasing Documents

Stop Chasing Documents

Send Needs List updates to request and confirm documents needed and received.

Eliminate Double Data Entry

Eliminate Double Data Entry

Jungo is backed by Salesforce and has countless integrations. Integrate your Loan Origination System to eliminate double data entry and set up workflows to automate repetitive tasks in your sales process.