Jungo Mortgage Coach Integration User Guide

If you have not yet set up your Jungo Mortgage Coach Integration, click here.

Send a Mortage Review Via Jungo

1. Navigate to the Contact page or Loan page from which you generated your Mortgage Coach Presentation. Click Edit.
2. Check the box for Send Mortgage Coach Presentation.
3. Press Save.

Now your Mortgage Review is on its way to your client!

Alternatively, you can send the Mortgage Review manually like any other email template. The templates are in your Other Templates folder; be sure to choose either the Contact or Loan page depending on which you are sending from.

Send a Mortgage Review: New Lead, No Loan:

Example: You have a brand new lead, a referral that another client gave you, but you only have enough time to enter some contact information in Jungo.​

• Enter the following fields:
  • First Name
  • ​Last Name
  • Referred By
  • Phone, Mobile Phone, Home Phone
  • Email
  • Mailing address
• If the lead has a co-borrower:
  • Enter the Co Borrower First Name, Last Name, Mobile and Email
  • Click on “Run TCA Report” or, for renters click “Run Rent Vs. Own Report.”
  • Complete your Mortgage Review in Mortgage Coach, and then refresh your Jungo Contact page.
  • Your  Mortgage Coach Presentation link will appear: email it by clicking on the “Send Mortgage Coach Presentation” checkbox in Jungo.

*NOTE: Your Loans Tab may be named “Transactions / Properties” or “Opportunities” if you are on an older version on Jungo.

Watch the video below to learn about the Jungo to Mortgage Review by Mortgage Coach Scenario 1: New Lead, No Loan:

Send a Mortgage Review with Little Information:

Example: You have a brand new lead, who is looking to purchase a home and you have a little more information about the lead.

• Enter the following fields:
  • First Name
  • Last Name
  • Referred By
  • Phone, Mobile Phone, Home Phone
  • Email
  • Mailing address

• If the lead has a co-borrower:
  • Enter the Co Borrower First Name, Last Name, Mobile and Email
  • Then create a Loan for the lead and enter the following info:
  • Loan Name: Ex: “John Smith – Loan #123”
  • Loan Purpose
  • Purchase Price
  • Down Payment
  • Property Address, City, State, Postal Code
  • Present Vs. Proposed Expenses Section (as many fields as you like)
    • [For this scenario, keep the 1st and 2nd loan info blank]
  • Click on “Run TCA Report” or, for renters click “Run Rent Vs. Own Report.”
  • Complete your Mortgage Review Presentation in Mortgage Coach, and then refresh your Jungo Contact page.
  • Your Mortgage Coach Presentation link will appear: email it by clicking on the “Send Mortgage Coach Presentation” checkbox.

*NOTE: Your Loans Tab may be named “Transactions / Properties” or “Opportunities” if you are on an older version on Jungo.

Watch the video below to learn about Jungo to Mortgage Reviews by Mortgage Coach Scenario 2: Total Cost Analysis:

Send a Mortgage Review, Refi Opportunity:

Example: This is for past clients, and you have their past closed Transaction in Jungo. You would like to show them how much they would benefit from refinancing today.

• You may go to the Reports tab and look for the reports “Refi Opportunity” (ARM Adjusting or Rates over x%) to find in your database who might be a good Refi candidate.
• Click on the Loan and make sure you have the following fields entered on the Loan Page:
  • Closing Date
  • First Payment Date
  • Purchase Price
  • Property Address, City, State, Postal Code
  • As much 1st Loan and 2nd Loan information as you have:
  • LoanAmount
  • LoanProgram
  • Term
  • Rate
  • PropertyTax
  • HazardIns.
  • HOA
  • MortgageIns.
  • HOA
  • MonthlyPayment
  • Points
  • Rebate
  • Index
  • Margin
• Click on “Run TCA Report” or, for renters click “Run Rent Vs. Own Report.”
• Complete your Mortgage Review in Mortgage Coach, and then refresh your Jungo Contact page.
• Your Mortgage Review link will appear: email it by clicking on the “Send Mortgage Coach Presentation” checkbox. Mortgage Coach Presentation link will appear: email it by clicking on the “Send Mortgage Coach Presentation” checkbox.

*NOTE: Your Loans Tab may be named “Transactions / Properties” or “Opportunities” if you are on an older version on Jungo.

Watch the video below to learn about Jungo to Mortgage Coach Scenario 3: Rent vs Own:

Mass Mortgage Reviews

Generate Mass Mortgage Reviews for hundreds of clients at once! The newest feature of our Mortgage Coach Integration allows you send mortgage review presentations to multiple contacts, all from the comfort of Jungo!

– From your Loans Tab, go to your Mortgage Reviews List View. 
This List View has all of the required Filters to generate a Mass Mortgage Review.

Loans must have a Status= Closed, and the following fields must not be blank:
Rate (1st TD), Term (1st TD), Loan Amount (1st TD), and First Payment Date.

• When accessing the Mortgage Reviews List View, this will show you all Loans that meet the required filters.

• Click on the Mortgage Review button, and enter your desired Filters, or Products.
• Check the box next to the contacts you want to send the Mortgage Reviews to.

• Click Send Mortgage Review, and you will receive a notification that the Review has been sent.

• They will receive an email that looks like this, with the link to their Mortgage Review.

How to Videos from Jungo and Mortgage Coach!