# Page 3 | Jungo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Jungo ## Showing most helpful reviews Showing 51-75 of 123 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Lily D. Loan Originator Real Estate Used the software for: 1-2 years ### "Could be better" June 25, 2020 4.0 It was a difficult beginning but I have settled into another imperfect CRM for the time being. Pros Adjustable fields. Honestly I had to rebuild most of what I use. Cons Super complicated to get started and the texting functionality ($15 extra monthly) is primitive compared to competitors. It needs quite a bit more functionality - no task management, etc. This software is marketed to mortgage professionals but doesn't feel like it was designed/developed my mortgage people AT ALL. Review Source 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. JH Jodi H. Mortgage Agent Financial Services Used the software for: 6-12 months ### "Daily User" June 30, 2020 5.0 Having the majority of of everything that I do all in one place and easily viewable. Pros I like the templates and being able to track every aspect of the file that I want along with being able to prioritize follow ups and send automated emails out with the click of a button. Cons The most troublesome part of this software was uploading my database. If you don't get all of the fields entered in correctly. I did rely on tech support to help me with this process. I don't like the fact that you have to purchase each component separately, if you want to track email conversations it is an additional cost etc. Many other CRMs have all of these components already factored into their one monthly fee. Reason for choosing Jungo My team uses this software and it was required for client transfers between us. 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 glad to hear that Jungo helps you and your business! If you would like to share any other feedback, please email us at feedback@ijungo.com. 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. DS David S. Branch Manager Financial Services Used the software for: 6-12 months ### "Jungo - Less than 12 months in use/Review" September 20, 2022 5.0 Positive Pros Its a customized version of SalesForce, with hands on customer support Cons Nothing is perfect & there is a learning curve Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Industry customization & customer support Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, David. We love to hear that you have had a positive experience with our support team. 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 Alberto R Z. Mortgage Loan Consultant Real Estate Used the software for: 1-2 years ### "Jungo Review" June 25, 2020 5.0 Great experience so far. Customer service is fast in responding. Pros Great CRM to store my database and the important information regarding my clients loan details. Cons There are alot of features that I am still trying to learn. It takes some time to learn it all. Review Source Response from Jungo July 7, 2020 Thank you for your honest and kind feedback! We are so happy to hear that you enjoy Jungo. If you would like to share any other feedback, please email us at feedback@ijungo.com CB Cory B. Loan Officer Financial Services Used the software for: 1-2 years ### "Jungo makes my job so much easier!" June 25, 2020 4.0 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! Switched from [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Needed better features, customization and customer support. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. We are so glad that Jungo makes your life easier, thank you for your kind and honest review! JM Julie M. Mortgage Broker Financial Services Used the software for: 1-2 years ### "Great Software, but customer support is severely lacking" September 20, 2022 5.0 Pros The ease of use and automation. It was easy to get up and running with minimal training. Cons Not all features are available in Canada, yet we don't get a discount for the lack of services available Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, Julie! We love to hear that you love our automation features. Our support team works hard to provide our clients with excellent service, and we're sorry to hear that it has not met your expectations. If you need account support, please open a case at help.ijungo.com and we will get back to you right away. 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 JV John V. Broker/Owner Financial Services Used the software for: 1-2 years ### "Jungo Review" June 25, 2020 5.0 Overall experience has been good. It helps automate a lot of the communication with clients/agents/partners/etc that I used to have to manual send each time Pros This software is very robust. I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business. Cons I came from no CRM before using Jungo so it was A LOT to take in. The program can do so much that it was a bit overwhelming at first. The online training helps a bit to get started but it's best to focus on just one aspect at a time to not be overwhelmed Alternatives considered [Microsoft Whiteboard](https://www.capterra.com/p/203470/Microsoft-Whiteboard/) Reason for choosing Jungo Sales team was helpful and I saw how much it could do for my business if I could be willing to put in the time to learn all of its aspects. 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, we're so glad to hear that Jungo is saving you valuable time! RJ Robert J. Mortgage Loan Originator Financial Services Used the software for: 1-2 years ### "Jungo Review" June 25, 2020 5.0 I've tried many different CRM's in the past and Jungo by far is worth the money. Pros Jungo did an awesome job of creating mortgage campaigns and layout in Salesforce. Cons integration with other apps is a pain as you have to call other companies to work with you on setting up within Salesforce. Switched from [LionDesk](https://www.capterra.com/p/151891/LionDesk/) I didn't have to create new layout or mortgage related campaigns. Review Source Response from Jungo July 7, 2020 Thank you for your kind words! We're so glad to hear that Jungo has been helpful in implementing your marketing campaigns! If you would like to share any other feedback, please email us at feedback@ijungo.com. DJ Dario J. Team Leader Financial Services Used the software for: 2+ years ### "Dario's Jungo Review" June 25, 2020 4.0 I overall enjoy using Jungo however I do believe that as a client Jungo should refresh the templates if not quarterly at least annually. I have clients getting the same birthday email and seasons greeting for the past 5 years. Pros I like the fact that I can fully customize my workflows and follow up with my clients. Cons it is difficult to set up automation with api and other software. Reason for choosing Jungo It was the most versitile. 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 and suggestions! If you would like to share any other feedback, please email us at 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! JU Jenn U. Mortgage Broker Financial Services Used the software for: Less than 6 months ### "Great Customer Service" July 7, 2020 5.0 Amazing! Everyone has been so helpful. Knowing my business is organized takes a huge weight off of my shoulders and knowing that this system grows with me is great. I know that as my team grows this will be an investment in their business along with mine. Thanks Jungo! Pros I'm still learning but there are so many options to help organize my day. The more you use it the more helpful it becomes. Cons It was a lot to take in but my questions were answered quickly and again, the more you use it the more familiar you get. Alternatives considered [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Reason for choosing Jungo Jungo works with Mortgage Coach. Switched from [LeadMailbox](https://www.capterra.com/p/142399/LeadMailbox/) Jungo has much more flexibility, handle everything leadmailbox does and much more. Review Source Response from Jungo July 21, 2020 Thank you so much for your kind words, Jenn! We're so glad to hear that you've been enjoying Jungo, and that its features have been helpful to your business. Our Team looks forward to the opportunity to continue to work with you! BT Bridgette T. LOA Financial Services Used the software for: 2+ years ### "Ease of Use" June 26, 2020 5.0 Pros The software is user friendly. You can setup multiple templates to give your database organized and there are several campaigns to use. Cons If you ever need help, you'll have to teach yourself. Assistance is on pacific time zone and it's impossible to get someone to help you with a problem from A-Z. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your experience with Jungo. We are sorry to hear that your experience with our receiving support was not a positive one. Please let us know how we can help you with implementation at help.ijungo.com. 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. tB tina B. Senior Mortgage Banker Financial Services Used the software for: 1-2 years ### "This was the worst failed investment I have ever invested in!!! " June 30, 2020 1.0 HORRIBLE!!! The Sales Representative who sold me this product/system completely OVER-PROMISED & UNDER-DELIVERED!!! Then turned around and left the company. Pros The supposed CRM was FALSELY portrayed as a huge CRM that would Organize, Build, Create Consistency with perfect Automation along with an array of other facets & recesorces. Which is what would have been LIKED-MOST, but WAS NOT! Cons The 2-Day (free) CRASH-COURSE provided, with the expectancy of one to learn & retain a Monsterous-Engine that requires one to self-build an EXTREMELY CUMBERSOME-Non User-friendly CRM. What an unrealistic expectation to have for an average non-techy customer. Nice for the provider though. Great way to suck someone in only to suck them dry in additional monies spent. Review Source Response from Jungo July 7, 2020 We appreciate you taking the time to share your feedback about Jungo and we are very sorry to hear that your experience was not positive. Please let us know how we can help address these concerns at feedback@ijungo.com. 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! NS Nick S. The Broker Financial Services Used the software for: 6-12 months ### "Needed a CRM" September 20, 2022 5.0 making sure my customers are kept in touch with is very important and so far i like it. the deal management is nice too. Pros Is that its stays with me regardless of the other systems i use or brokerages join Cons As i work my way through to details, i would know more. for now, the only limit is me. Switched from [Velocity](https://www.capterra.com/p/157936/Velocity/) funtionality and it was taking too long too roll out Review Source Response from Jungo September 23, 2022 Thank you for taking the time to leave a review, Nick! We love to hear that Jungo helps you stay in touch with your clients. 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. BJ Bruce J. CEO Financial Services Used the software for: 6-12 months ### "Greatfull for a horrible experience. " June 25, 2020 1.0 Complete utter failure we did not renew. Pros The sales pitch and the potential features looked great. Awesome in theory but in practice totally useless but again this is likely due to the support team being grossly inefficient. Cons Follow through from service. Implementation was impossible. Similar complain many mortgage brokers in Canada have. Reason for choosing Jungo Great sales pitch. But thankfully Jungo was so bad at implementation we found Doorrs CRM which successfully implemented into our operation in a few days. Jungo spent 6 months doing nothing but failing horribly. Thank you Jungo the Canadian mortgage broker network had such a bad experience we are entirely backing Doorrs now. Review Source 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 MP Michelle P. Marketing Manager Real Estate Used the software for: 6-12 months ### "Unexpectedly User Friendly , Even If You've Never Used It Before" June 25, 2020 5.0 Pros The ability to customize your CRM is unbelievable. There's so much that you can do to ensure that it fits your business needs. They have so many resources available to help you find the solution to any issues you run into throughout the process. Cons I wish there were more videos on flows and articles with field options for workflows. Not all of the workflows will execute the way they are expected but it's like figuring out a puzzle. You need to find the right piece. 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 happy to hear that you enjoy Jungo and all of its capabilities. If you would like to share any other feedback, please email us at feedback@ijungo.com. SM Scott M. VPMG Financial Services Used the software for: 1-2 years ### "CRM" July 1, 2020 5.0 minimal Pros Capturing client information. ease of accessing clients sorting Cons Difficulty to generate auto emails. needs bigger marketing material Alternatives considered [Microsoft Whiteboard](https://www.capterra.com/p/203470/Microsoft-Whiteboard/) Reason for choosing Jungo it felt more mortgage specific Switched from [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) my former company ran the crm, and I needed control of my own database 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 look forward to the chance to continue to support your implementation of Jungoplease reach out to our team at help.ijungo.com if we can assist you in any way! 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