Jungo is a cloud-based CRM platform built on Salesforce, tailored specifically for mortgage and real estate professionals. It offers a wide range of features including automated marketing campaigns, customizable email templates, and drip sequences to nurture leads and engage past clients. Jungo integrates seamlessly with major loan origination systems like Encompass, Calyx Point, LendingPad, and Velocity, allowing users to sync loan data and automate workflows. The platform includes dynamic dashboards, real-time analytics, and customizable reporting tools to help users make informed decisions. Contact management is enhanced through segmentation and personalized messaging, while secure document storage ensures compliance and centralized communication. Jungo also supports integrations with tools like Floify, Gmail, Outlook, and Zapier, making it a flexible and scalable solution for professionals aiming to streamline operations and grow their pipeline.
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Personalized email campaigns with dynamic fieldsMass email marketing to up to 5,000 contacts per dayCall logging with notes and follow-up schedulingTeam task assignment and collaboration toolsPre-built email templates for holidays, birthdays, and loan anniversariesDrip marketing campaigns for every stage of the loan lifecycleLoan tracking and document association per contactCustomizable contact records with employment and income fieldsContact management for clients, partners, and prospectsTraining resources and live webinars for onboardingReal-time reporting and dashboardsCompliance tools for secure communicationMobile access for on-the-go updatesReferral tracking and partner engagementCustom workflows for loan officersDocument storage and sharingCalendar and appointment schedulingLead tracking and conversion analyticsIntegration with loan origination systemsHelp DeskEmailCloud, SaaS, Web-BasedOn-Premise - Windows
