Loans & Pipeline
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Modify Loan Picklists
NOTE: Your Loans tab may be named “Transactions / Properties” or “Opportunities” if you are a Jungo Lender App client…
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Create a Loan
The Loan section is for tracking all your loan information. Each Contact can have multiple T/P’s so you can manage…
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Jungo Leads App: Create a Seamless Round-Robin – Live Webinar
Create a seamless Round Robin within the JungoLeads app Adding a User to Round Robin Queue: 1. Starting from the…
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