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Whether you need help improving your sales process, enhancing your mortgage marketing efforts, or customizing your account, our Jungo experts are here to help.

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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
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.
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