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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.
Custom Automations
Administrative Training Packages
LOS Sync Customizations
Data Management
Time-Triggered Workflows
Process Builder
Flows
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, 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 UsTopic: Account Customization
Sub-Topic: Customization Requests – Do it For Me (Fees Apply)
Message: What you would like done and any questions you may have
Do You Know About Jungo Rewards?
You can get $250 in Jungo Rewards for every referral that signs up with Jungo.
- Tell us about your friend/colleague on the form below.
- We’ll send your referral an invitation with $100 off on your behalf.
- When your referral signs up, you’ll get $250 in Jungo Rewards!
Jungo Rewards can be applied to your annual subscription, Pro Service customizations, adding a user to your account, and any add-ons we offer.
Refer a friend today!