The #1 Mortgage CRM on Salesforce

Automate repetitive tasks so you can focus on closing more loans.

Close More Loans in Less Time

Lead Management

Automatically capture, segment, and distribute leads from your lead source providers such as Zillow, LeadMailbox, Lendingtree, and more.

Marketing

Get powerful multi-channel marketing from one centralized platform, Easily scalable for enterprisee volume, you get consistent branding across the board.

Automation

Close more loans in less time. Easily automate repetitive tasks such as loan status updates, marketing efforts, and task creation for your entire team.

Why You Need a Mortgage CRM

Having a strong mortgage CRM allows loan officers to work more efficiently by automating repetitive tasks, enhancing their marketing efforts, and streamlining communication with everyone from prospects, clients, referral partners, and colleagues.

Benefits of a

Mortgage CRM

Easily segment your database and remove duplicate contacts to improve conversions and bounce rate.

See an entire overview of your business to identify strengths and opportunities.

Improve your sales process with dramatic efficiency.

Eliminate multiple logins with an integrated mortgage CRM.

A mortgage CRM is one of the most popular tools for loan officers

Lenders that use mortgage CRMs have increased rates of client retention, client satisfaction, and sales.

increase in sales by utilizing a CRM.

average ROI for every dollar spent on a CRM.

in increased sales by using a CRM.

Explore Jungo Mortgage CRM Features

LOS Sync

Integrate your LOS with Jungo’s mortgage CRM and streamline your loan process from start to finish.

Lead Management

Automatically capture, segment, and distribute leads from your lead source providers such as Zillow, LeadMailbox, Lendingtree, and more.

Automation

Close more loans in less time. Easily automate repetitive tasks such as loan status updates, marketing efforts, and task creation for your entire team.

Marketing

Get powerful multi-channel marketing from one centralized mortgage CRM. Easily scalable for enterprise volume, you get consistent branding across the board.

Jungo SMS

Modernize the way you communicate within your mortgage CRM. Send one-on-one SMS messages or mass message multiple contacts at once.

Concierge Program

The Concierge Program is an easy, affordable way to increase customer loyalty and automate your post-close marketing. Deliver timely gifts and cards to your selected clients with personalized branding and contact information.

Reffinity

The key to happy referral partners. Keep your referral partners up-to-date with automated pipeline reports and easily track your most profitable referral relationships.

Product & Pricing Engine

Easily generate instant, accurate mortgage quotes inside your contact records with our PPE integration.

PrintPub

Easily create single or co-branded real estate flyers, rate sheets, EDDM postcards, and more, straight from Jungo’s mortgage CRM. No designer needed!

Mobile App

Utilize Jungo’s mortgage CRM from anywhere! Manage your mortgage pipeline, view meetings, events, and get loan updates on the go with Jungo’s Salesforce Mobile App integration.

Loan Document Management

Securely manage loan documents and correspondence for every transaction with Jungo’s DocsBar or Floify integration. Keep your documents safe and secure with Jungo’s encrypted CRM and conveniently placed on your borrower’s contact record for easy access.

Loan Milestone Emails and Alerts

Streamline your loan process with automated alerts. Jungo automatically sends email updates as your client reaches important loan milestones such as “Submitted to Underwriting” or “Approved”

The Property Listing

Easily build single property websites in minutes! Have immediate lead capture, customized branding, a mobile-friendly website, and SEO optimized so it’s easily discoverable.

The Most Integrated Mortgage CRM

Backed by Salesforce and integrates with your favorite apps. Save time and make your CRM a one-stop shop.

Loan Origination Software Integration With Encompass, Calyx Point, Velocity, LendingPad, and Byte.

Make your mortgage CRM even more powerful with a LOS integration. Jungo integrates with the top LOS platforms so you can eliminate the need for double data entry. Get customized field mapping and automatically sync your contact and loan information.

Reports & Dashboards

Gain a complete overview of your business with built-in analytics.

Product & Pricing Engine Integration

Run Product & Pricing Engine quotes directly from Jungo's mortgage CRM to eliminate repetitive tasks and multiple logins.

The Closing Email Of The Week

Every week you can receive free marketing material to send to your leads and current clients.

Proven Industry Success

Proven Industry Success

Have Questions? We’re Here to Help!

What is a Mortgage CRM?

A mortgage CRM (customer relationship management) platform helps mortgage professionals manage their client database and interactions. When you purchase Jungo, you get a robust mortgage CRM that is optimized for the mortgage industry and completely customizable for your internal processes. This means your mortgage CRM will help you close more loans and delight more borrowers. Plus, we’ll be with you every step of the way.

What is Salesforce?

Salesforce is one of the top cloud-based CRM systems available and Jungo is built on this powerful platform. Jungo’s relationship with Salesforce means that you will have access to Salesforce’s powerful AppExchange and mobile app.

Does Jungo integrate with the other software I use?

Yes! With hundreds of integrations with top apps, as well as close partnerships with industry leaders, Jungo works seamlessly with the other programs you already love. We integrate with Ellie Mae’s Encompass, Calyx Point, Floify, Optimal Blue, Mortgage Coach and many other tools.

How will Jungo help me and my business?

With Jungo’s client contact database, automated marketing campaigns, post-close concierge service, co-marketing resources, automatic loan status updates, and many other tools, you’ll shoot to the front of the pack.

Your borrowers will be delighted by your consistent communication. Your referral partners will love how quickly and efficiently you close their client’s loans. And your past customers will be thrilled to recommend you to their friends and family.

Lets Work Together and Grow Your Business

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