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For loan officers, Jungo is the only mortgage CRM built on Salesforce that's fully customizable to fit your needs. Key features include: Marketing: Built-in email templates and drip campaigns for every type of contact in your database. Automations: Event-triggered automations to eliminate repetitive tasks. LOS Integrations: Jungo integrates with the top loan origination software. Free Demo: https://ijungo.com/request-demo/?click=softwareadvice
Provider
Jungo
Located In
United States
Foundation
2005
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
In Person, Webinars, Live Online, Documentation
Support
24/7 (Live rep)
Jungo is scaled for enterprise volume.
Content Source: Jungo
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A product’s price can vary greatly based on features needed, support or training required, and customization requests. Some vendors want a chance to talk to you before being ruled out for pricing. When you find a product that fits your needs, you should talk to the vendor to figure out what they can offer.
Users find Jungo's email automation features beneficial, particularly the templates and mass emailing capabilities that simplify client communication. They enjoy the ability to design their own email templates and workflows, which helps in marketing and client follow-ups. However, some users experience issues with birthday emails not sending automatically, difficulties with email functionality, and challenges in getting timely customer support when problems arise.
Users find Jungo's client management features effective for keeping track of client activities and follow-ups. They appreciate the system's ability to integrate with other tools, allowing for better time management and client tracking. Additionally, users highlight how Jungo helps them maintain business relationships and stay in regular contact with clients, which is crucial for their business operations.
Pros
Making sure my customers are kept in touch with is very important and so far i like it. The deal management is nice too.
The system does help keep track of all your activities with your clients and allows for great follow up features, it integrates great with Bombomb and other feature.
I love the program, it has so many functions and it is wonderful for marketing and keep track of your loans and leads.
This software is fantastic to get an overall snapshot of your business ytd. The concierge service is amazing as well and will automatically send your clients holiday cards and gifts for 3 years.
Cons
For weeks i was in a salesforce looop and it was the worst experience with foreign customer service i have ever had. I eventually figured out i was in the wrong "help" area.
They have since stopped their efforts of collection, but that was after i got over 30 emails from a crazy attorney out in Arizona. MAKE SURE YOU GET A CONFIRMATION EMAIL WHEN YOU CANCEL YOUR ACCOUNT.
Terrible all around: Customer service to the software itself.
This was the worst failed investment I have ever invested in.
Most Recent Video User Review for Jungo
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Jungo Has Many Options
Brian G.
"Great mortgage software"
Overall: Although support is lacking, it is my go to software and am trying to eliminate the softwares I use so I only need this one.
Pros: It is the Salesforce platform so very customizable
Cons: Customer support is lacking. Some of the fields are managed and you have to pay for the changes.
Vendor Response
"Great system for anyone in lending or RE"
Overall: This is a must in my business. I couldn't conduct business without the CRM. Support is very good and training materials are very good.
Pros: Reminders and notes are extremely important in this business. This system gives that but is much more robust. Alleviates having to buy a lot of extras to do the same job.
Cons: Customizing the drip campaigns has been very challenging. Using the existing drips is a no-brainer, but customization is not easy at all.
Vendor Response
"Great potential, terrible execution"
Overall: Frustrating! I have worked with many CRMs in the past, including Salesforce (classic & lightning) and I feel like Jungo frequently obfuscates its own best features. The support staff is friendly but their ability to actually help varies widely depending on who answers the ticket, and they are difficult to get a hold of in the first place. My team is committed to making Jungo work but I often dread having to do even the simplest tasks, knowing what a pain it will be.
Pros: Jungo was onboarded before I joined the team, but everyone says starting up with it was a breeze. I love how much information can be added to a client's profile, and how dedicated the Jungo team is to building out lots of APIs to streamline workflows across multiple programs. I have never had an issue with with the database going offline when I'm trying to work.
Cons: None of the automation functions have ever worked for me: workflows, Reffinity, even Twillio are all dead-ends. I have been speaking to support on and off for months and have seen no resolution. The workflows are incredibly cryptic in their buildouts, and all of the time that could be saved by their functions is wasted in trying to make them work. Reporting is busted and absolutely unusable, and requesting data downloads for offline storage is so much more trouble than it should be. On top of all of that, the client fields are arranged in a way that likely makes sense in a code array but is not intuitive at all to human users, and annoying quirks (like the task confirmation pop-up that obscures the search bar) feel out of sync with actual use cases. Jungo frequently feels like a ship that is sinking under the weight of its information cargo, where I want it to feel like a steam engine that runs faster and smoother every time I feed more fuel-- which is to say, data-- to the fire that keeps it running.
Vendor Response
"Very powerful, useful, and highly customizable, but complex setup and learning curve"
Overall: We're staying much better organized, have far fewer dropped balls, and our referral partners get weekly reports on all deals and leads (which forces us to stay organized and updated). It also helps organize marketing.
Pros: I like my daily custom reports and weekly Reffinity referral partner reports (which absolutely generate more referrals). Encompass integration is great too. Once set up all functionality is outstanding.
Cons: The learning curve and getting everything setup is extremely complex. I feel like I'm halfway to being a real web developer now. Instructions for integrations and such are many steps and complex, but support team is helpful.
Vendor Response
"Jungo makes my job so much easier!"
Overall: Jungo has helped me maintain business relationships and regular contact with my clients. It saves me the cost of having a personal assistant.
Pros: I love the customization options with the software, as well as the automation of loan milestone and loan anniversary tasks.
Cons: The software can do about ANYTHING, but I have trouble figuring out the Workflows without being afraid of messing something up. User issue!
Vendor Response
