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Ready to Make the Most of Your Jungo Account?
Whether you need help improving your sales process, enhancing your mortgage marketing efforts, or customizing your account, our Jungo experts are here to help.
Popular Customization Requests
Mortgage App Customizations
- Trigger-based automations (workflows, process builder, flows)
- Dynamic signatures
- Custom fields, objects, page layouts, and dashboards
- Custom permission sets, hierarchy, and profiles
- Custom email templates with merge fields and automated drip campaigns
Administrative Training
- User management training (permission sets, lead distribution, reports & dashboards)
- Data management training
- Tailored training (based on your needs)
- On-site training
- Group training
Data Management
- Data imports
- Detect, remove, and merge duplicate records
- Custom MAP’s
- Data transfers (from one Salesforce org to another)
- LOS data exports and reformatting
Let’s Get Started!
To get started with Pro Services, click the button below to fill out
our support form with the following information:
Topic: Account Customization
Sub-Topic: Customization Requests – Do it For Me (Fees Apply)
Message: What you would like done and any questions you may have
Contact Us our support form with the following information:
Topic: Account Customization
Sub-Topic: Customization Requests – Do it For Me (Fees Apply)
Message: What you would like done and any questions you may have