# Page 2 | Jungo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Jungo ## Showing most helpful reviews Showing 26-50 of 123 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BC Brian C. Licensed Mortgage Broker Assistant Financial Services Used the software for: 1-2 years ### "Worth the effort to get it working for your mortgage / loan business." June 30, 2020 5.0 Overall, I am glad we made the switch to Jungo. If you're looking for a quick, easy, low maintenance solution, this isn't it. But if you're looking for a robust, flexible, reliable system, something based on Salesforce like Jungo is worth considering. I'm happy with my decision to go with them. Pros I like that it's based on Salesforce and has a lot of configuration and customization options. I like that they did put an effort into customizing it for our specific industry. Even if it wasn't an immediate fit out of the box for the way we operate, we've been able to make modifications to better fit how we do business between my efforts and Jungo support. Support is friendly, which is a bonus. Cons Because it's built on Salesforce, it's a technical product to use. If you're not technically competent, I'd steer clear of any systems based on Salesforce unless you want to invest more money into customizations that you may want to make. Even though Jungo is customized for our industry, we found that we still needed to make many changes (some at an extra cost over and above the subscription fee) to have it work the way we wanted. Support, although very friendly and helpful, can be quite slow. You'll be opening up tickets via email (support calls, if you can find a number, go to voice mail 98% of the time). You'll have to be patient if you're used to quick support. The last con I can think of is Country specific. Jungo is based in the USA and we're based in Canada. We find that much of the provided material is American and doesn't apply to Canadians (some does...). There are also features that aren't available in Canada, such as anything that relies on MLS connectivity as the systems are different between the USA and Canada (at least at the of this writing in June 2020). Reason for choosing Jungo Because it's based on Salesforce and we trusted that it was going to be reliable. 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 and detailed review, we are happy to hear that you find Jungo reliable. We're looking forward to the opportunity to continue to work together! aK adam K. Director of Loan Operations Banking Used the software for: Less than 6 months ### "Do not listen to the salesperson" March 24, 2024 1.0 I have had a terrible experience with Jungo. Jungo uses the salesforce platform. When you have a question or issue, you need to reach out to salesforce. I have had multiple experiences where salesforce lets me know that since I purchased the system through Jungo that I need to reach out to them, and then Jungo lets me know I need to reach out to salesforce. It is awful. I have issues where birthday emails don't go out automatically. This cannot be fixed without me having an IT department. I explained when getting the product, it was for just me. I do not have an IT department. This is one of many similar issues that I have run into. They uploaded my database with information on clients not included as well as a lot of incorrect information. I sent them Xcel spreadsheets to use, so I do not understand why it was incorrect. 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. Pros I liked most what the salesperson shared with me the system would be able to do and what they told me the ease of use would be. Unfortunately, this has not been accurate Cons I do not like that the system is not easy to use unless you have a dedicated employee to run the system. It also doesn't do a good bit of the features I had asked that it be able to do. Reason for choosing Jungo The salesperson I talked to let me know it did everything I wanted, and it was simple to use Review Source Response from Jungo April 5, 2024 Hi Adam, We're so sorry Jungo didn't work out for you. Our amazing team works hard to ensure every client has a positive and successful experience with Jungo. We’re sorry to hear that hasn’t been the case. While reviewing your support cases, it seems that you didn't provide birthdates for your contacts, therefore your contacts couldn't get birthday emails. It can simply be fixed by adding birthdates. If the data is not to your liking, it can be re-imported at any time. Our team is happy to assist. We are available to help you and make Jungo a success for you. We look forward to helping you! LM Liz M. Chief Follow-Up Officer Financial Services Used the software for: 6-12 months ### "Great potential, terrible execution" June 25, 2020 3.0 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. 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 feedback. We are sorry to hear that some of your experience with Jungo has been frustratingplease reach out to our team at help.ijungo.com if we can assist you in any way. If you would like to share any other feedback, please email us at feedback@ijungo.com. VR Verified Reviewer Mortgage Broker/ Owner Financial Services Used the software for: 6-12 months ### "Jungo is good but can be much better" October 12, 2020 3.0 When we initially started with Ijungo, it was a life saver coming from just salesforce. It made everything much simpler and we were staying in from of our prospects and clients. However in time, its luster faded and it just became a tool with a lot of promises but very few that work. If you want a good CRM and drip marketing agent, Jungo is your product. If you're trying to step up past that, its not as effective. Pros I like Jungo because it's customized to the mortgage industry. It allows users to utilize the enormous power of Salesforce but not get bogged down by all the utilities. I really enjoy the closing email of the week because it gives you weekly content for your clients and prospects. Cons The customer service department is snail crawl slow. They are very slow to respond to issues and they still have to check in with Salesforce, which makes it even slower. Many of the tools that they advertise don't work, at least for us, I.e."the Property Listing", "Ijungo Concierge" etc. Reason for choosing Jungo At the time, it was a better product. Review Source Response from Jungo October 15, 2020 We appreciate you taking the time to share your experience with Jungo! Thank you for your honest feedback. We are very glad to hear that you enjoyed Jungo's customizations and marketing tools. However, we are sorry to hear that Jungo did not align with your long-term needs. If there is ever anything we can do to support your implementation of Jungo, please do not hesitate to reach out to our team at help.ijungo.com. If you would like to share any further feedback about your experience, please email us at feedback@ijungo.com. jL jeremy L. Mortgage Broker Financial Services Used the software for: 6-12 months ### "Jungo CRM & Leonard Mortgage" July 13, 2021 4.0 Jungo is a wonderful CRM to have as it provides automation, lead tracking, lead follow up, lead management, but it can be demanding of your time if you don't have a corporate team that understands the complexity and the time needed to get this up and running. Once it is up and running, not many can beat it! Pros I used Jungo for roughly 8-9 months. The only reason I changed CRMs was the brokerage i ended up moving to, required us to use a specific CRM that they had set up. The monthly cost is relatively low, the customer support is great, and they always have something being upgraded. I absolutely loved using this as a mortgage broker. Cons It was nothing about the software, it was about how Salesforce, even after i paid them all the way through my contract date, ended up suing me for 3 months worth of costs. They forgot to shut it off when i sent in the email to shut it off and then blamed it on me after i brought it to their attention. 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. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source Response from Jungo July 15, 2021 Hi Jeremy! We're so happy to hear that you loved using Jungo and that our Support Team was able to assist you. Thank you for taking the time to share your experience. If you would like to share any other feedback, please email us at feedback@ijungo.com. KK Kent K. CRMP Financial Services Used the software for: 2+ years ### "Product is good, the service is great." July 1, 2020 5.0 As mentioned above, what keeps me with Jungo is their superior support and the fact it is built on Salesforce. I don't spend much time worrying that a competitor will buy the company and all of us will be in a tight position like what happened when Compass bought Contactually. My business has never been more organized and efficient. Pros Jungo's customizability allows you to create leverage and efficiencies in whatever workflow you've designed. Another plus is how easily it integrates with other software. And the mobile version is robust and well laid out. But Jungo's greatest strength is how knowledgeable and helpful their support team is. It starts at the top and includes everyone you interact with. Cons The flip-side to customizable is complexity. I'm comfortable with CRMs - the logic behind what they try to do, however, I have friends who aren't and Jungo wasn't a good fit for them. The Closing Email of the Week is a perfect example of not being easy to use or execute. I wish Jungo offered more around marketing automation, without needing a full-time IT person and/or coding knowledge. Reason for choosing Jungo Confidence in Sales Force being around for the long-term and keeping data secure. 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 detailed review! We are so glad to hear that you feel supported by Jungo. Our team looks forward to the opportunity to continue to work with you! KM Kevin M. Mortgage Strategist Financial Services Used the software for: 2+ years ### "Jungo is like a member of my mortgage practice " June 25, 2020 5.0 Pros Today we live in a world that the ONLY sustainable advantage is world-class service with a customized Client experience. You may be able to provide great service but it cannot be world-class or customized without your data be in one central hub . Jungo Mortgage CRM is a required tool that is used almost every minute of the day to create an impactful 360 experience for all parties that are involved in a transaction with my firm (e.g. the family we are serving as their trusted Mortgage Planner, the Seller, the Realtors, the attorney & my crew). Yes, it is powerful out of the box and it is plug and play but very simple to customize and integrate with 3rd parties (e.g. Mortgage Coach, Encompass), if you desire & then ...Jungo Mortgage CRM is supercharged and keeps people informed that need to be not just before but during and also after the transaction. Cons I must be transparent...I truly wish there was a number to a poof an answer but with that said, a support ticket is processed swiftly and the person taking care of the item know what they are doing and the give the right answer on the first interaction. 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 detailed review! We are happy to know that Jungo is helping your business, and we look forward to continuing to work together. LR Liz R. Mortgage Broker owner Real Estate Used the software for: 6-12 months ### "Good luck " September 15, 2022 3.0 it's frustrating because there are two diff places to go for help. one is salesforce - good luck. they are impossible and have no idea how to help you. you can find them the easiest way, and then there is their help desk, which isn't titled anything helpful at all. 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. probably by providence. i have no idea how i figured that out.... Pros I like that it helps you organize contacts Cons you have to be a software engineer or hire a full time person to figure out how to use it. nothing is as simple as click a button to email everyone on your list. there are so many hoops and buttons to push and weed through that i'm actually going to cancel my account. Reason for choosing Jungo faith that what others were saying was right. i actually think their campaigns are horrible as i have started going through them. i'm embarrassed i put anyone on them. Review Source Response from Jungo September 16, 2022 We're sorry that Jungo has not met your expectations so far, Liz. We're always working on updating our training center and hosting weekly webinars. If you ever need help, you can open up a case at help.ijungo.com. 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. JS Jim S. Mr Financial Services Used the software for: 1-2 years ### "So so" September 15, 2022 3.0 So so, slow tech support but a decent product overall. Best for small to lower-midsized companies. Pros The amount of data on a contact was very detailed. Cons Duplicates were created all the time and that made it difficult to track activities. Review Source Response from Jungo September 16, 2022 Thank you for taking the time to leave a review, Jim. Our data team can only re-format the data to make it Salesforce compliant. To protect the integrity of the data, our specialists will not go through the data to attempt to remove duplicates. Here is a helpful article with a video and step-by-step instructions https://jungo.force.com/s/article/contact-clean-up If you still need help, please open a case at help.ijungo.com 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 NF Nick F. Marketing Specialist Financial Services Used the software for: 1-2 years ### "Nick Felix - Jungo Review 6-30-2020" June 30, 2020 4.0 Overall its been a huge benefit & were blessed to have it, see where it takes us! Pros I love the organization & editability of the fields for customization & integrations! I love how it evolves or is capable of evolving toward ours and so manys different business needs! Cons I think the interface/dashboard & back end coding acceptions could be more flexible. I wish the how to videos would have a knowledge expert point of contact. I wish for the campaigns we could download or view all flyers/ads that go out so we can show management what is going out there on our behalf & a would love a way for our branding to synced with jungo campaigns auto sycnc and swap our images, logo, branding to personalize campaigns with ease. Not everyone is an HTML guru! Thanks for asking! Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Jungo Loved salesforce & jungo is mortgage facing! Review Source Response from Jungo July 7, 2020 Thank you for your kind review, we are so glad that Jungo has been beneficial to you. If you would like to share any other feedback, please email us at 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. MO Michael O. Principal Loan Originator /President Real Estate Used the software for: 2+ years ### "The best CRM in the Mortgage Industry" June 26, 2020 5.0 Jungo has changed my business. It has allowed us to provide in-process communication to all parties involved which is second to none. It has grown with our business. Pros My favorite thing about Jungo is the ability to customize the platform. Our industry is in a state of constant change, and your CRM needs to be able to change with it. The close second is all the integrations you can add to SalesForce. This CRM has been able to grow with me from a single LO, to a team, to owner of my own mortgage brokerage. Cons The user interface is difficult for some. The CRM has a long learning curve as well. Alternatives considered [Surefyre](https://www.capterra.com/p/168321/Surefyre/)[LionDesk](https://www.capterra.com/p/151891/LionDesk/) Reason for choosing Jungo Since it is on a SalesForce platform. 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 feedback, we are happy to hear that Jungo has helped you build your business! We look forward to the opportunity to continue to work with you. 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. JP Jessica P. Relationship/Mktg. Manager Real Estate Used the software for: 2+ years ### "Jungo for Mortgage Lending" July 2, 2020 4.0 Over all, I don't have many complaints except for the report building section. This is a majority of what I use so that it why it is my biggest problem. It can be very frustrating. Pros I like that it is extremely customizable. Cons Report building is extremely difficult and can be limited if you don't know the system through and through. This is my biggest issue, my job relies on viewing data based off of reports we pull. It can be difficult to create super customization reports. (For example: eliminating different groups, while excluding loans with specific triggers). In other Crm's I've used in the past, this has been very simple,. But for some reason in jungo it seems like report building can be limiting. Reason for choosing Jungo Because many of our counterparts in the mortgage industry use it and recommended it. 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 feedback. Please reach out to our team at help.ijungo.com if we can assist you in any way moving forward! VR Verified Reviewer Loan Officer Financial Services Used the software for: 2+ years ### "Awesome CRM" July 3, 2020 5.0 Excellent! Pros Jungo has been the best CRM that I've used in the mortgage business. Cons I feel Jungo has everything a Loan Officer needs to keep on top of Leads, Partners, and Clients 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 feedback, we are happy to hear that you are enjoying Jungo! We're looking forward to the opportunity to continue to work together. Ryan C. President/CEO Financial Services Used the software for: 2+ years ### "Great mortgage software" July 2, 2020 5.0 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. Reason for choosing Jungo It blows them all away. Integration to other softwares. 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, we are happy that Jungo is your go-to software! If you ever need any assistance, our Support Team would love to help. Feel free to reach out to us at help.ijungo.com at any time. TR Tammy R. Loan Officer Financial Services Used the software for: 1-2 years ### "Jungo Review - 5 star" September 19, 2022 5.0 I've had an overall very positive experience with Jungo. I was introduced working at a different brokerage and implemented it into my business when I started originating. Unfortunately, I thought the grass mighty be greener at another CRM that my processor uses. I was wrong. That CRM was so difficult to use I ended up coming back to Jungo recently and am looking to maximize all of the features I possibly can. It's a powerful tool!!!! Pros The ability to track leads and my own productivity. Cons I don't love the pre-written campaigns. I don't think they are very powerful but I'll be going in and editing and put my own spin on them. I'm looking into figuring out how to implement an entire automated CRM follow up that includes time delayed email, text, and voice drops. Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, Tammy! We love to hear that you like the ability to track leads, and we look forward to continue working with you. VR Verified Reviewer Operations Manager Banking Used the software for: 1-2 years ### "One Stop Mortgage Shop" September 20, 2022 5.0 Pros Jungo is a great all in one platform! We can manage leads, database, and active transactions all from one place! The automation features are fabulous and we can always customize it to meet your specific needs! Cons It is a bit pricey and can be hard to customize without programmer assistance to utilize the best features. Review Source JJ Jill J. Loan Originator Real Estate Used the software for: 1-2 years ### "best mortgage CRM option" September 20, 2022 4.0 Jungo is the best option available for mortgage CRM options, does what I want it to now that I have it figured out. Pros the software manages my database with little effort and allows me to customize and control my marketing Cons it is a powerful software that does more than I will ever use. there are rarely options for getting quick questions answered when their massive video library doesn't have what you are looking for. Requires a ticket submission and at least 24-48 hours Switched from [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) lack of technical support Review Source Response from Jungo September 27, 2022 Thank you for taking the time to leave a review, Jill. We love to hear that you enjoy using Jungo. We're also working on improving our training center. If you have any additional feedback you would like to share, please email feedback@ijungo.com. TO Ted O. Sr Loan Officer Financial Services Used the software for: 2+ years ### "Jungo a Real Crowd-Pleaser for Mortgage Milestone Updating" July 5, 2020 5.0 Pros It took some time to create, but we have implemented email updating to clients when certain milestones are met in the mortgage process. Jungo integrates with our Loan Origination System (Encompass), and when the status changes, clients are immediately and automatically emailed an update. It's real crowd pleaser. Cons Jungo is complex and fairly difficult to learn to use, and the integration with existing business systems is complicated. The power is because of the complexity, fo course. Once learned and integration complete, though, it's great. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. We are happy to hear that Jungo is helping you stay connected with your clients and partners! Thank you for your kind feedback. If you would like to share any other feedback, please email us at feedback@ijungo.com. SS Stephanie S. Loan Officer Financial Services Used the software for: 2+ years ### "Comprehensive CRM " July 3, 2020 4.0 The CRM is awesome and for the most part, the support is helpful in getting it to do what I need. Pros The system has incredible capabilities and is completely customizable, more so than any other CRM I have considered. Cons Jungo is so customizable that it can be confusing and overwhelming. The support is always helpful and knowledgable. The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be frustrating if you need more assistance. Reason for choosing Jungo Greater utility and customization. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. We are happy to hear that you use Jungo's customizations! Thank you for your kind and honest review. If you would like to share any other feedback, please email us at feedback@ijungo.com. that AK Adam K. Branch Manager Financial Services Used the software for: 6-12 months ### "Very powerful, useful, and highly customizable, but complex setup and learning curve" July 1, 2020 5.0 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. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) Mortgage-specific CRM, better integrations (Bombbomb, SMS texting etc), and Reffinity reports Review Source Response from Jungo July 7, 2020 Thank you for your kind and honest review. We are so happy to hear that you enjoy our integrations and Reffinity reports! If you would like to share any other feedback, please email us at feedback@ijungo.com. VR Verified Reviewer Production Manager Financial Services Used the software for: 2+ years ### "Jungo Is the Best" May 4, 2019 5.0 Pros As a mortgage loan officer, I couldn't live without Jungo. Salesforce has created the perfect CRM, and I use it to keep in touch with all of my leads, current clients, and past client database. Cons It can be difficult to get the hang of this software when you first start using it, but once you get the hang of it, you will be a master. Review Source Similar Products Featured ## Related categories [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.