# Jungo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Jungo the right CRM solution for you? Explore 123 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews --- Jungo 4.1 (123) [View alternatives](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Jungo Ease of use 3.4 Customer Service 3.7 ## Pros and Cons in Reviews RJ Rochel J Marketing and business development strategistBanking, 11 - 50 employeesUsed the software for: More than 2 years. “that it is very customizable, intergrades with everything I can possibly need.“ May 29, 2023 ak adam k Director of Loan OperationsBanking, 11 - 50 employeesUsed the software for: Less than 6 months. “They uploaded my database with information on clients not included as well as a lot of incorrect information.“ March 24, 2024 TT Tim T MLOReal Estate, 2 - 10 employeesUsed the software for: 6-12 months. “Drip campaigns, task setting, Mass e mail capabilities all make it easy to keep connected with clients and referral partners.“ September 28, 2022 ak adam k Director of Loan OperationsBanking, 11 - 50 employeesUsed the software for: Less than 6 months. “I have issues where birthday emails don't go out automatically.“ March 24, 2024 JR Jeremy R Mortgage Loan OfficerFinancial Services, 11 - 50 employeesUsed the software for: Less than 6 months. “The SMS add on is a feature that brings additional value and functionality in this hyper speed business culture.“ September 15, 2022 ak adam k Director of Loan OperationsBanking, 11 - 50 employeesUsed the software for: Less than 6 months. “Now I am too nervous to have them take another look because I have spent a month going through one at a time making the corrections I found.“ March 24, 2024 AC Angelo C Broker-AdminBanking, 2 - 10 employeesUsed the software for: Less than 6 months. “Almost unlimited slots to send an email and many templates to use for marketing.“ September 15, 2022 CG Carrie G Marketing ManagerFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Jungo just created more business problems for us. Once we got the extra systems in place to send out mass text messages there was no stopping them, or easily delegating who was to receive what campaign.“ September 30, 2022 ## Showing most helpful reviews Showing 1-25 of 123 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Marli E. Mortgage Administrative Assistant Real Estate Used the software for: Less than 6 months ### "Great for the Real Estate World" June 24, 2021 4.0 So far things have been very good and we look forward to tapping more into the system and see how we can continue to improve on our end to become even more productive with it. Pros Front end is user-friendly, I like how our business has set up the organization and tracking of our clients and leads. Makes it easy to search for who we need, helps us avoid adding duplicates, add files directly to the client profile and track communications in case we need to track back on something important. Also like that you can integrate external apps to the system to help you become more efficient with client communication and keeping more things under one system instead of having to check 50 places. For example, we integrated 360SMS to add text messaging and it's helped us quickly touch base with so many people which they enjoy. Cons There seems a lot that we can do with the software that we still haven't tapped into, so if you're not familiar with the backend and how to adjust it can be pretty complex and overwhelming to handle and set up. Review Source Response from Jungo July 9, 2021 Hi Marli, We appreciate you taking the time to share your experience with Jungo! We're so glad to hear that Jungo is helping you and your team to be more efficient. If you have any questions, feel free to reach out anytime at help.ijungo.com! BG Brian G. Senior Loan Officer Financial Services Used the software for: Less than 6 months ### "The concept is great, but need improvement to lead management tools for easy follow up and notes" September 15, 2022 4.0 Again, the concept is great, but getting things implemented can take a long time and even just getting the API we need to import our leads to Jungo leads is taking weeks to figure out. Pros The repoting is currently the best part of the software. It takes a little while to get used to, but pretty great Cons The CRM aspect of it for follow ups and being able to see what needs to be done with a large data set is not great. This is a great CRM if I have 50 leads a month I am working, but we import 50 per day per person and it is near impossible seamlessly go through the leads and update them as needed. It needs to be more streamlined. Alternatives considered [Velocify](https://www.capterra.com/p/129463/Velocify/) Reason for choosing Jungo Velocifys model of lead management is great. You could take out a lot of the optional features in Jungo and just have a bare bones CRM that allows you to see your leads, the stage they are in, update a note/field, and set a follow up reminder. If this is something that can be done easily I would love to know. I have talked to customization and tried myself and the best I can do is have a hodge podge of reports that cant be easily updated unless I go into each file (which is time consuming and screws up the flow) Review Source Response from Jungo September 16, 2022 We appreciate you taking the time to leave a review, Brian! We love to hear that our reporting features have been helpful for your business. We're sorry to hear that the CRM aspect has not met your expectations. We're always working on updating our training center, but if you ever need help, please open a case at help.ijungo.com. AS Anna S. Owner Banking Used the software for: Less than 6 months ### "Do not Sync with Arive Platform" April 7, 2025 1.0 They accept your call says someone is going to call you or fix it. Pros I am not sure if there is anything to like they use Salesforce and build on the back end. Cons They have no customer service and cannot figure out what is going on. Review Source WA William A. Mortgage Broker Financial Services Used the software for: 6-12 months ### "Review of Jungo 2020" June 26, 2020 4.0 It's taken a long time to learn (even with the great training and help section) and implement (almost a year now) into my workflow and still not even close to using all the bells and whistles. Granted I could've used the help of an assistant but I don't have that luxury right now. Had one but she didn't work out. Pros Integration with Floify and LOS although I do not use the latter mentioned because I am not the administrator of the LOS I use. The mobile app seems to provide most of the functionality that's available in the desktop version. Wide variety of customization but being that Jungo is a "mortgage CRM" built on the SalesForce platform, it should have many more already built-in mortgage specific customizations like complete 1003, fees worksheet (LE), ability to add disclosures, etc Great help section and training videos/webinars. Keep it up! Cons Inability to import/export a Fannie Mae 3.2 file (residential loan application)...there's another SalesForce based CRM called Mortgage Panda that has done this so it is possible. If Jungo were to implement this feature along with adding a fees worksheet and disclosures then it would be top of its class in my opinion. No built-in texting capabilities...I imagine this is in the works considering we're in 2020 and texting has been the most effective way of communicating with prospects and clients for several years now. Alternatives considered [Loan Modification Manager](https://www.capterra.com/p/128234/Loan-Modification-Manager/)[BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Reason for choosing Jungo I was tired of switching and trying and figured I needed to dive in and give it at least a year try. Coming up to that year and reassessing the situation and what's out there now. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. Thank you for your honest review, if we can help you learn more about Jungo or Jungo SMS, please do not hesitate to reach out. If you would like to share any other feedback, please email us at feedback@ijungo.com SS Sharlene S. mortgage advisor Financial Services Used the software for: 2+ years ### "Highly Recommend Jungo" September 23, 2022 5.0 Starting my 3rd year with Jungo and would never look at any other crm. I have highly recommended Jungo to my co-workers. Pros Everything is in one place, one platform. Keeps me aware of what's happening with my business. I can customize everything to my preference. Help and Training Centres are great and explains everything so you understand. Cons At first, it seemed a bit overwhelming if I had any questions, I did not know what the proper titles are . Alternatives considered [Velocity](https://www.capterra.com/p/157936/Velocity/) Reason for choosing Jungo I liked what it looked like and how customizable it was. Once built, I can keep track of everything and it is specifically to me and my business. Switched from [Velocity](https://www.capterra.com/p/157936/Velocity/) Prior software did not give me the ability to customize, change or create to my own system I want. Review Source Response from Jungo September 27, 2022 Thank you for taking the time to leave a review, Sharlene! We love to hear that you love the customization options Jungo offers and we can't wait to continue working together. CG Carrie G. Marketing Manager Financial Services Used the software for: 1-2 years ### "Promised the world and delivered absolutely nothing " September 30, 2022 1.0 Jungo just created more business problems for us. Once we got the extra systems in place to send out mass text messages there was no stopping them, or easily delegating who was to receive what campaign. You had to have a thorough knowledge of Sales forces' Process Builder to even begin to build out a text campaign and then good luck getting it to send out properly. Also once the process is firing, there is no stopping it so one of my agents had to apologize to a particular list of contacts that kept receiving messages not meant for them. Jungo is a disaster of a platform to use and caused our business more harm than it helped. If you intent to grow your business and not have it tanked by the platforms you use - do not use Jungo. We also tried to connect with their customer service to resolve these ongoing issues and nothing was ever resolved, just band-aided by myself first and then weeks or months later by a Jungo Rep once they finally responded to help emails. Pros Nothing about this CRM worked properly. I liked what I was sold on, ease of use to send marketing emails as well as marketing and lead-generating texts and connect this system to our LOS so it would be a seamless transition from capturing a lead to working it in Jungo and completing the process in our LOS - it delivered none of that. Cons The ease of use and functionality was not as promised. I had to add on extra systems from sales force to get Jungo at a semi-functioning state of what we were looking to do and even that was not enough. We were looking for a CRM that allowed us to send text campaigns to leads, stop the texts on reply and allow our users to follow up via their mobile app like a text conversation - this basic functioning was not available on Jungo so we had to add a service called Pardot through salesforce and even that had to work within Jungo system and has limited functionality. Alternatives considered [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Reason for choosing Jungo Jungo seemed like the best option for ease of use, its pricing was a good option, it connected with our POS and from all of the video calls we had the software seemed great. But most of the things they promise in their pitch don't work or Jungo has discontinued. Review Source TG Toni G. Executive Assistant Financial Services Used the software for: 1-2 years ### "We use Jungo Daily" September 20, 2022 4.0 Pros It is easy enough for me to use as a millennial but others find it difficult. I like that I can customize whatever I want if I have the IT knowledge or have been taught how. Cons I wish it were easier to catch duplicates or to manage duplicates - like a customer vs client contact, I would like it to not ask me if I want to merge every time. I wish I could export lists the same way as reports. Email templates need work. I wish I could sort lists in a more detailed way. Ex: By lead date, then by assigned to, etc... Alternatives considered [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Reason for choosing Jungo Customization & we had referrals from other people. Switched from [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Did not connect with Encompass Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, Toni! We love to hear that you like the customization options. If you would like assistance deactivating duplicate rules or segmenting your contacts based on specific data points, please open a case at help.ijungo.com. Our support team would be more than happy to jump on a screen share. MM Matt M. LO Financial Services Used the software for: 2+ years ### "Jungo CRM" July 2, 2020 5.0 Could not say enough good things here.... it runs my business. lead flow, in process transaction management to post close marketing to client recapture.... I always say that I would spend triple the money without blinking an eye. Pros Best in class. This is a cradle to grave solution for your mortgage practice. It takes your from lead to loan to past client all the way back to the next loan. Its keep you top of mind with your clients, referral partners etc... Cons There is a learning curve... but it's intuitive for the most part. When you are stuck you simply reach out to them and they will always be there for you. Reason for choosing Jungo Much more comprehensive.... again a cradle to grave solution.... BIT was essentially a post close database... Switched from [Act!](https://www.capterra.com/p/175860/Act/) Wanted a clud based platform and at the time ACT was not online. Review Source Response from Jungo July 7, 2020 We are so glad to hear that Jungo helps you run your business successfully, thank you for your kind review! Our team looks forward to the chance to continue to work with you! TS Trevor S. LO Financial Services Used the software for: 1-2 years ### "Jungo Review" June 25, 2020 4.0 This product is clearly a long term solution to managing mortgage clients. Pros it's designed for mortgage professionals. Email Templates, object labels, workflows, all designed with an MLO in mind. Also it's pretty easy to design your own email templates and workflows based on the pre-existing ones. Cons I have a texting app that does not integrate with JungoLeads but works perfectly fine with Salesforce leads. Furthermore, salesforce leads object works perfectly fine so, I'm not sure what advantage there is to Jungo Leads anyways.. Alternatives considered [Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/) Reason for choosing Jungo It's the only one I came across that was designed specifically for MLOs plus it's Salesforce which is super powerful. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. Thank you for your detailed review! If you would like to share any other feedback, please email us at feedback@ijungo.com. CT Cindy T. Loan Officer Financial Services Used the software for: 1-2 years ### "Great system for anyone in lending or RE" June 25, 2020 5.0 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. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Act was very basic. I wanted something more robust. Jungo was highly recommended by a colleague. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. Thank you for your kind and honest review! We are so glad to hear that Jungo has been helpful for you building your business, and we look forward to the opportunity to continue to work together. MA Mark A. Loan Officer Financial Services Used the software for: 6-12 months ### "The Beast" September 15, 2022 5.0 Support is very good, the system is keeping me on the forefront of my prospects and in line with contact referral sources Pros Centrally organized communication hub and client management Cons cumbersome to learn, if not set up correctly in the beginning will loose valuable time cleaning up Reason for choosing Jungo None Review Source Response from Jungo September 16, 2022 Thank you for taking the time to leave a review, Mark! We love to hear that you've had a positive experience with our support team and we can't wait to continue working together. AH Andre H. Loan Officer Real Estate Used the software for: 1-2 years ### "Case resolution" September 20, 2022 3.0 Very frustrating, i just want to send out emails to borrower and coborrowers and it seems to be either very difficult or impossible. Pros If you are a programmer this product is insane. It can do pretty much anything you need or want Cons Difficulty in customization and customer support is extremely spotty. I am currently waiting for resolution on case that i opened over 30 days ago about how Jungo is spam blocked when i create a mass email to my client base ..... extremely frustrating!!!!!!!!!!!! sending a mass email to your client data base is a basic function of a marketing program. I also had an issue with a workflow in which an extremely helpful support person named \[SENSITIVE CONTENT\] assisted me for over 30 minutes and took her time to walk me through the entire process. Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, Andre! We love to hear that Jungo can do everything you need. We take pride in providing our customers with the best support, and we're sorry to hear that has not been your experience the entire time. If you have additional feedback you would like to share, feel free to email feedback@ijungo.com DD Diane D. Senior Loan Officer Financial Services Used the software for: 2+ years ### "Jungo Holds it All !!! " July 7, 2020 5.0 All of my Contacts are in one place with Jungo supplying the ease of: sorting data for reports, sending campaigns, easily creating and sending videos, and always there for me should I need Customer Support. I love the Jungo training videos, as well. Pros Every Contact I have made over the past 20 years is contained in Jungo. Each and every loan I do for my Clients is in Jungo which can easily be sorted by current interest rates, loan amount, city, etc. I love the different campaigns. For example, when I receive a Lead, Jungo will send out an email thanking my Referral Partner or Client immediately. I follow up with a personal handwritten note and log this into Jungo, as well. Cons I guess it's not what I "least" like ... it's more like ... I truly wish I had the time to learn the many applications and opportunities Jungo provides. I get so caught up in my day-to-day job, that I don't have the time to better utilize Jungo. Review Source Response from Jungo July 21, 2020 We are so happy to hear that you love all that Jungo has to offer! Thank you for your kind reviewwe're looking forward to the opportunity to continue to provide you and your business with an outstanding Mortgage CRM. AP Amanda P. Relationship Manager Real Estate Used the software for: 2+ years ### "We love Jungo" September 20, 2022 5.0 We have a great experience and its our one system we use that we rarely have a problem with Pros I love the customizable reports! It helps us stay in front of our buyers and realtors. Cons I wish we could integrate rules and flows from different pages (using transaction element to change something on the main contact page) Review Source Response from Jungo September 26, 2022 Thank you for taking the time to leave a review, Amanda! We love to hear that Jungo helps you stay in front of your buyers and realtors. We can't wait to continue working with you. MB Michael B. Sr LO Financial Services Used the software for: 1-2 years ### "Powerful, but the price is the learning curve" September 20, 2022 4.0 It's extremely powerful, but with a steep learning curve. Customer service is reasonably responsive, but their 1st tier help aren't all that knowledgeable about salesforce. Pros Extremely customizable, if you're willing to learn how. Cons No good or simple way of setting restrictions on days (of the week) and time (of day) that outbound emails and SMS messages can happen. Reason for choosing Jungo Customization, reporting, formula fields Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, Michael! We love to hear that you like the customization options. DR David R. Mortgage Broker Financial Services Used the software for: 2+ years ### "Jungo CRM" July 8, 2020 4.0 Pros 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 using it but you really would need an assistant to utilize all the features offered from it. Really would love a email drip campaigning for clients that did not go through with a purchase or refinance. Cons The system has a tremendous amount of features which is great, I wish they would simplify the process of creating report. Very complicated and does not need to be so. Reason for choosing Jungo My coach at the Core stated this was the best CRM system. Review Source Response from Jungo July 21, 2020 We're so glad to hear that you enjoy Jungo's features and integrations! We appreciate your suggestions, and our Team will absolutely keep these in mind. If you would like to share any other feedback, please email us anytime at feedback@ijungo.com. LM Lisa M. Office Manager Financial Services Used the software for: 1-2 years ### "Jungo Needs to be more User Friendly" September 20, 2022 3.0 Customer Support staff is pleasant, but responses to cases take too long to resolve issues. Sometimes I have received an "instructional link" and they closed the case. Getting answers is frustrating. Getting info into Jungo is easy. Trying to run reports is hit and miss with intended results. All other features take too much time to learn and perfect. Pros Easy to enter new clients. Customizable features. Cons The learning curve is too high for some features. Difficult to learn some features like mass email sending and tracking and workflows and flows. Review Source Response from Jungo September 26, 2022 Thank you for taking the time to leave a review, Lisa. We love to hear that you like Jungo's customizable features. We know their can be a bit of a learning curve, but if you ever need help, please open up a case at help.ijungo.com. We also have a training center that goes over everything Jungo, and weekly webinars. CG Craig G. Loan Officer Real Estate Used the software for: 2+ years ### "Update email campaigns, etc" June 30, 2020 3.0 There are no new marketing materials available. The only email campaigns have been in Jungo for years - nothing new. isnt this something that we can have updated? Pros It's part of a major platform - Salesforce. Cons There is nothing harder to implement than Salesforce / Jungo. Is there a possibility of having more video tutorials made available? With all that Salesforce can do, why dont we know more about these other features? Other platforms offer Video within their software, why doesnt Jungo? Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. Thank you for your honest review and suggestions! Please feel free to reach out to our team at help.ijungo.com at any time so that we can help address any concerns you may have. DW David W. Senior Loan Officer Real Estate Used the software for: 2+ years ### "Organize Your business and Life is better " November 21, 2019 4.0 This product has allowed me to better solve my issues of task follow up and planning. It has also made things easier for my assistant and marketing to increase sales. When I have run into issues with integrating issues with other items the Support line was quick to help and solve. Overall I really like the product and if you want to save some hours in the day by efficiency this is it. Pros It works very fast and integrates with all my needs to allow for better time usage and follow up on task/clients. Also since it is cloud based I can use on all my devices. Cons The Lightning version could use a little cleaning up on interface. Review Source WS Wendy S. Marketing Manager Financial Services Used the software for: 2+ years ### "Nickles & Dimes" September 20, 2022 1.0 So glad we've moved away from this product. Pros The dashboard when it works; but required a Jungo architech to fix it or recover api feeds very time. Cons you have to go to support for everything and they charge you. Review Source Response from Jungo September 23, 2022 We're sorry to hear that Jungo did not meet your expectations, Wendy. Our support team is more than happy to jump on a screen share and teach our users how to use Jungo's features. However, if you just want it done for you, then it would be a paid customization. If you have any additional feedback, feel free to email feedback@ijungo.com MT Mellisa T. Administrative Assistant Financial Services Used the software for: 1-2 years ### "Review " July 6, 2020 5.0 Jungo is easy to use and easy to learn. I was new to this software but with the training center, my team and the Jungo team, it has been a quick transition. I do enjoy the weekly meetings and pre recorded sessions to assist. The customer service has been outstanding.W were able to add multiple add ins which assisted us with our business and this is our one stop CRM for our database. Pros Jungo is easy to use and easy to learn Customization automation add ins training center Cons Sometimes difficult to create reports the structure of creating a view with the logic exporting into another program ( like excel) Review Source Response from Jungo July 21, 2020 We are so happy to hear that Jungo is your one-stop CRM! Thank you for your kind review. We're looking forward to the opportunity to continue to work closely together! JB John B. President Financial Services Used the software for: 2+ years ### "Jungo" June 30, 2020 5.0 Jungo has helped me build my business. Making a transition from mortgage banker to owner/mortgage broker gave me confidence my data was easily accessible and backed up just in case we had issues. Pros I like how my contacts are synced with my iphone and how fast the updates take place Cons Sometimes the software is a little complicated to use, but it's easy to start a trouble ticket or get someone on the phone to help me with the issue. Review Source Response from Jungo July 7, 2020 Thank you for your kind review, John! We're so glad to hear that Jungo has been helpful to you and your business. JBD John Blaise D. Loan Officer Assistant Real Estate Used the software for: 1-2 years ### "Jungo CRM convenience" September 15, 2022 5.0 Overall Jungo is doing good with salesforce and it has helped us reach alot so far, looking forward to more innovations to help ease our work daily as a mortgage assistant Pros Ease of access and features are helpful in our everyday use Cons Not all customizations and add ons that a specific mortgage company needs is readily available, some are in future developments and sync for now Review Source Response from Jungo September 16, 2022 Thank you for taking the time to leave a review, John! We love to hear that Jungo's features have been helpful for everyday use. We look forward to continue working together! RB Rodney B. Mortgage Broker Financial Services Used the software for: 1-2 years ### "Game Changer" June 25, 2020 5.0 This CRM has saved us so much time. And working as a team it is so important to have to stay organized. Pros This software is a must have for any mortgage professional. A little tedious to get going but once youre up and running it is amazing. The staff are awesome as well to help get you there. Cons Customization is a bit tough and we are finding it is taking a long time to hear back on some of the requests. Overall, the team is great and helpful. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. Thank you for your kind words! If you would like to share any other feedback, please email us at feedback@ijungo.com. BV Brenda V. Loan Partner 1 Banking Used the software for: 2+ years ### "Jungo" September 27, 2022 5.0 Very easy to use and the support team is great! Love the ability to customize Pros Marketing Campaigns make it smooth to stay in touch with clients and business partners. Cons Configuring reports. I have to create support tickets because the detailed reports needed tend to be difficult to create. Review Source Similar Products Featured