Implementing Jungo—an all-in-one mortgage and real estate CRM built on Salesforce—involves structured onboarding, setup of CRM components and integrations, training, and final roll-out. While exact timelines vary, user testimonials suggest a transition time of around three months in at least one case.
Key Steps & Estimated Duration
Initial Live Onboarding
You receive two live onboarding training sessions with Jungo’s Success Team. These sessions lay the foundation for system use.Top Mortgage App for Salesforce.
Configuration & Setup
Integration with your LOS (Loan Origination System) is configured, enabling automatic data sync into Jungo on an hourly basis.Top Mortgage App for Salesforce
Core modules—like drip marketing campaigns, automated milestone alerts (via email, SMS, or video), and document management tools—are tailored during this phase.
Automations & Workflow Customization
Set up action automations (e.g., new-lead follow-up tasks, closing gift reminders, appraisal follow-ups), drip campaigns, and scoring fields to enhance lead and task management.
Training & Knowledge Transfer
Access a 24/7 Training Center library directly from the CRM, plus live webinars and optional onsite or private training packages to ensure smooth adoption.
Go-Live & Refinements
After setup and training, the system goes live. Based on user feedback, one client saw business growth “after a 3-month transition”, indicating this typical timeline.Top Mortgage App for Salesforce
Customisation
Yes—Jungo is highly customizable. It supports tailored workflows, fields, branding, automations, and seamless integrations to align with your company’s unique mortgage or real estate processes.
Customization Highlights
Custom Fields & Lead Scoring
You can add specialized fields (e.g., a “lead score”) and develop logic to rank and segment leads based on your own criteria.
Brand-Aligned Templates & Alerts
More than 400 email templates are fully editable with your branding and compliance language. Milestone alerts can be configured to go out as emails, SMS, or video messages, depending on your workflow.
Flexible Automations & Campaigns
Build action automations tailored to your pipeline: e.g., task reminders at specific loan stages, drip campaigns for different borrower types, or re-engagement flows.
Integration with Best-in-Class Tools
Jungo offers native API integrations with leading platforms like PhoneBurner (power-dialing), RingCentral (click-to-dial), Floify and others for document management, Velocity, Blend, Mortgage Coach, and more—letting you customize your tech stack.
Add-Ons & Managed Services
Optional modules—like SMS texting, Product & Pricing Engine, Digital POS, Level Up Buildout—plus Managed Services and Professional Services allow further tailoring and deeper system support.
Additional Costs
Beyond the core subscription, additional expenses may include setup support, professional services, add-on modules, and more intensive training or customization support.
Potential Cost Components
Standard Subscription
Covers access to the CRM, integrations, Training Center, onboarding sessions, and client support via phone or the help portal—all included in the base subscription.
Onboarding & Setup
Two live onboarding sessions are included; further setup support beyond that may be offered through paid packages.
Onsite or Private Training
Available as paid upgrades—either private training or onsite workshops at Jungo’s offices or your location.
Dedicated Success Manager
For clients seeking deeper engagement and faster ROI, a Dedicated Success Manager is available (likely at an additional cost).
Add-On Modules & Upgrades
Features like LOS Sync, SMS Texting, Product & Pricing Engine, Video Emails, Digital POS, Level Up Buildout, etc., are offered as upgrades and may incur separate charges.
Managed & Professional Services
For more advanced customization, integrations, or implementation support, Managed Services and Professional Services packages are available.
Training
Jungo provides a structured onboarding and continuous support ecosystem designed to help users quickly adopt the CRM, maximize its features, and ensure long-term success. Training resources are varied, combining live sessions, self-service options, and dedicated success coaching for teams that need deeper assistance.
Training & Support Features
Live Onboarding Sessions
Two personalized onboarding sessions with Jungo’s Success Team are included for all new clients. These sessions cover setup, core features, and initial customization.
24/7 Training Center
Users gain access to a training library embedded within the CRM, available around the clock, featuring tutorials, walkthroughs, and recorded webinars.
Live Webinars & Group Training
Regular interactive webinars are offered for deeper dives into specific features or new product updates.
Onsite & Private Training (Optional)
For organizations that need more tailored guidance, Jungo provides paid private training sessions or onsite workshops, either at client offices or Jungo’s headquarters.
Dedicated Success Manager (Optional Upgrade)
Clients can opt for a dedicated account manager to guide adoption, provide strategy support, and ensure the team maximizes ROI.
Ongoing Customer Support
Support is available by phone or via the help portal, ensuring users can resolve technical or operational issues quickly.
Security Measures
Since Jungo is built on the Salesforce platform, it inherits enterprise-grade security controls and compliance standards, ensuring sensitive client and financial data is protected through robust technical, organizational, and procedural safeguards.
Key Security Measures
Salesforce Platform Security
Leverages Salesforce’s multi-layered security model, including encryption, access control, and intrusion monitoring.
Data Encryption
Both data at rest and in transit is encrypted using industry-standard encryption protocols to prevent unauthorized access.
Role-Based Access Controls
Administrators can set user roles and permissions, ensuring employees only access the information necessary for their job functions.
Audit Logs & Activity Monitoring
User actions and data access can be tracked and logged, providing transparency and accountability.
Compliance with Industry Standards
The platform aligns with financial industry compliance requirements such as SOC, GDPR, and other regulatory frameworks relevant to mortgage and real estate sectors.
Secure Integrations
Third-party integrations (e.g., LOS, pricing engines, communication tools) use secure APIs to ensure safe data exchange without compromising system security.
Updates
Jungo benefits from the update cycle of both its own product roadmap and the Salesforce platform, which is well-known for frequent and structured release schedules. Updates focus on enhancing functionality, ensuring compliance, improving user experience, and addressing security.
Update Management Approach
Regular Release Schedule
Salesforce issues three major updates annually (Spring, Summer, Winter), which Jungo inherits as part of its ecosystem.
Jungo itself releases incremental updates and new features to its modules as business needs evolve.
Automated Delivery
Updates are deployed directly in the cloud, requiring no manual installation by users, minimizing downtime or disruption.
User Communication
Clients are notified ahead of updates through release notes, webinars, and training materials so they can prepare for any workflow changes.
Feature Enhancements
Updates may include new integrations, enhanced automation tools, refreshed templates, or expanded reporting capabilities tailored to mortgage and real estate professionals.
Security Patches
Urgent patches for vulnerabilities are applied promptly to maintain compliance and data safety.
Data Ownership and Portability
Jungo, built on Salesforce, adheres to strict data ownership principles. Clients retain full ownership of their business, client, and transaction data stored in the system. The platform ensures that organizations can access, extract, and migrate their data if they choose to transition or scale, maintaining transparency and control.
Key Points on Data Ownership & Portability
Client Ownership of Data
All data entered into Jungo (contacts, leads, loan files, communications, and marketing content) remains the property of the client organization.
Salesforce Infrastructure
Since Jungo is powered by Salesforce, clients benefit from Salesforce’s contractual guarantees on data ownership and compliance with global privacy standards.
Data Accessibility
Administrators and authorized users can access data at any time within the CRM via reports, dashboards, and export functions.
Data Portability
Data can be exported securely for migration into other platforms or for backup purposes. Export tools and APIs allow for bulk extraction of records without loss of integrity.
Compliance Alignment
Data policies are structured to align with industry regulations such as GDPR, which emphasizes user rights to portability and ownership.
End of Contract or Service
If a client discontinues the software, they can request a complete export of their data before the account is closed, ensuring no loss of business-critical information.
Scaling Up / Down
Jungo is designed to be flexible and scalable, supporting organizations of different sizes, from individual loan officers to large enterprise mortgage teams. This scalability allows businesses to add or reduce users, modules, and features as their operational needs evolve, without unnecessary disruption.
Key Points on Scaling Flexibility
User Licenses
Organizations can add or remove user licenses as their team size changes. Billing adjusts based on the active number of licenses.
Modular Add-Ons
Jungo offers optional modules (e.g., SMS texting, Product & Pricing Engine, Digital POS, Managed Services) that can be activated or deactivated depending on the organization’s stage of growth.
Cloud-Based Scalability
Built on Salesforce’s cloud platform, scaling infrastructure (storage, performance, integrations) happens seamlessly without the need for new hardware.
Tiered Support & Training Options
As needs expand, organizations can upgrade to dedicated success managers, onsite training, or advanced professional services. Smaller teams can scale back to core support and self-service training.
Contract Flexibility
Scaling typically requires adjustments to the subscription agreement. Adding users or features may increase the monthly cost, while reducing scope may be possible at renewal.
Performance & Data Capacity
As businesses grow, the CRM can accommodate increased lead volume, automation workflows, and reporting requirements without performance degradation.
The terms & conditions for contract renewal and cancellation
Jungo operates under a subscription-based model, with contracts tied to user licenses and add-on modules. Renewal and cancellation terms are designed to provide continuity of service while allowing flexibility for businesses to make changes at key intervals, usually aligned with contract terms or annual agreements.
Key Terms & Conditions
Contract Duration
Most agreements are annual subscriptions, though multi-year contracts may also be available depending on the package and negotiation.
Automatic Renewal
Contracts often renew automatically at the end of the term unless cancellation or modification is requested prior to the renewal date.
Notice Period for Cancellation
Clients are typically required to provide written notice within a specified timeframe (often 30–60 days before the renewal date) if they wish to cancel or make changes.
Early Termination
Cancelling before the contract end date may result in early termination fees or a requirement to pay the remaining balance of the subscription term.
Data Export at Cancellation
Prior to account closure, organizations have the ability to export their data to ensure business continuity outside the platform.
Adjustments at Renewal
Renewal is the primary opportunity to scale licenses up or down, add or remove optional modules, or adjust service levels.
Dedicated Account Management (Optional)
For larger enterprises, renewal discussions may include a strategy review with an assigned success manager to align the platform with new business goals.
Compliance
Since Jungo is built on Salesforce, it benefits from Salesforce’s rigorous compliance framework and global certifications. This ensures that client data is managed in accordance with strict industry, financial, and data protection standards, making it suitable for mortgage, banking, and real estate sectors that require high levels of trust and accountability.
Compliance Standards Met
SOC 1, SOC 2, SOC 3
Independent audit reports ensure that controls around security, availability, processing integrity, confidentiality, and privacy are maintained.
GDPR (General Data Protection Regulation)
Supports data privacy rights for individuals within the EU, ensuring clients can comply with GDPR requirements on consent, portability, and erasure.
CCPA (California Consumer Privacy Act)
Provides transparency and control to California residents regarding how their data is used and shared.
PCI DSS (Payment Card Industry Data Security Standard)
Applies if payment data or financial transactions are processed, ensuring secure handling of sensitive cardholder information.
ISO 27001 Certification
Ensures a systematic approach to managing sensitive company and client data through an established information security management system.
Mortgage Industry Regulations
Features like data security, audit trails, and encryption align with compliance expectations in the mortgage and lending industry (e.g., CFPB oversight).
HIPAA (When Applicable)
While not always relevant to mortgage/real estate, Salesforce infrastructure supports HIPAA compliance for organizations handling health-related data.
