I couldn't conduct business without the CRM. Support is very good and training materials are very good.

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.

Reporting is busted and absolutely unusable, and requesting data downloads for offline storage is so much more trouble than it should be.

I've tried many different CRM's in the past and Jungo by far is worth the money.

Endless customization and automation. Reports and dashboards are easy to set up and great for analyzing productivity and future pipeline.

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.

It is difficult to set up automation with api and other software.

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.

Very powerful, useful, and highly customizable, but complex setup and learning curve.

I am happy with my purchase and I believe it has and will continue to help me stay in contact with clients and keep track of all of my files.

The email campaigns were great and some what easy to use. Content was more geared towards your American clients with limited Canadian options.

Incredibly complex and way to many links. The biggest complain I have was how complex and difficult it was to move data from my Filogix account to Jungo to the point I stopped using jungo.

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.

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.

I like how it integrates with encompass. Great to manage pipeline.

Terrible customer service. Stuck in 1 year contract whether the software is for you or not.

I love the customization options with the software, as well as the automation of loan milestone and loan anniversary tasks.

The support staff are very patient and great to work with.

When I use it, it works- however it becomes very daunting to use after you've fallen beind.

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.

Their team is there to help us succeed and they were critical in our success. They are experts and got us to really think about what we wanted out of Jungo.

Worst customer service experience I've had for a product I paid for.

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.

The software can do about ANYTHING, but I have trouble figuring out the Workflows without being afraid of messing something up.

Integration with other apps is a pain as you have to call other companies to work with you on setting up within Salesforce.

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.

Implementation was impossible. Similar complain many mortgage brokers in Canada have.

Incredibly disappointed with how much I wasted my money on this.

I bet I'll really like it after I master this CRM. I hate that I have to speak with Salesforce tech every time I need to put in a ticket.

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.

The staff are awesome as well to help get you there.

Overall experience with jungo has been great. Support is friendly and the platform is very powerful.

Excellent product and excellent customer service and support.

I've already experienced its cost saving benefit and unique capability into the first year. Like any proper use of software, quality organization and diligent work has to precede it.

What's great about SOXHUB is that it has the framework and features to help you maintain that hard work you put in afterwards, and roll it over effortlessly.

Overall I am very satistied with AuditBoard and I'm happy we selected it for management of our SOX program.

Great tool to manage SOX programs and audit programs. It is very user friendly and scalable and everything you need is in the tool.

The user interface is intuitive, making it very easy for the end users to complete requirements. The different modules offered can support  a company very well.

I love the software as it's super user-friendly and easy to navigate. They have great customer solution team and always available to help if any issues/questions.

Ongoing enhancements continue to drive value in our investment in SOXhub.

A careless move can easily lead you down the wrong path and overrun your budget. It is never a difficult decision for me when it comes to SOXHUB.

There is a bit of a learning curve but I love the capability of notifications and searching power.

The ease of use and functionality are great. Customer service is awesome.

Not easy to create reports for data analysis or trending analysis, it is hard to change layout.

We've lost some features we had in our spreadsheets, but will keep building.

The AuditBoard tool is great audit tool, the toll is especially useful at managing internal controls and managing SOX compliance.

I am the admin and i thoroughly enjoy working on this program.

The customer service team is quick and helpful.

AuditBoard provides integrated solution for all you SOX audit needs. It's so easy to manage and use.

It's organized and has all the fields you need when it comes to audit documentation. The customer service is helpful and some great features are coming out.

There is always resources to answer your questions or to learn more about another aspect of auditing. AuditBoard is incredibly easy to use and grasp.

The product is easy to use. You can create different task to cover control certification, control activities and PBCs request.

No need for a GRC tool, just SOXhub to manage all SOX compliance.

They even take user opinions into account quite often. The entire staff has found it intuitive to use and easy to navigate.

Extremely flexible tool with fantastic customer service.

The only complaint is why did it take this long for someone to built this.

Their role is fairly limited and it appears to require extra work when something needs to be amended.

It is also reasonably priced. We are very happy with our choice to partner with AuditBoard.

Difficult to tailor for highly customized programs.

Real-time processing of data is such a great tool. I like it also how you can design your own dashboard.

About of steps to perform in Worksteam overall and somewhat confusing the business owners.

Time tracking functionality is very basic. Can do budget vs actual but limited from there.

The toll has many helpful features, a great feature is the Workstream module which helps keep constant communication between Internal Audit and the business.

File management and file preview size. Hate that the preview does not auto scale to right size of the file.

We also like the support team - they are very flexible and open to our suggestions. The integrated email communication within Soxhub is very useful.

My company recently transitioned to SOXHUB and the ease of use and end user experience has made it nearly seamless.

There are no features that are bad, or I can think of for improvement.

AuditBoard's SOXHUB is a great GRC solution for managing a SOX program.

It seems to have been designed more for Risk Departments and ERM teams, than for audit's risk assessments of their auditable entities.

When we first adopted Risk Oversight , we lost some functionality we had with our former risk assessments. The AuditBoard engineering team has since worked with us to improve this though.

Easy to collaborate among our team, realtime report and analysis of our internal data.

Easy to use, rich of features and totally customizable.

It has been a great tool so far and has good customer support.

We can get quick responses from the auditors and finish audit tasks more timely with the ease of Audit Board.

It's so easy to use and report on whatever you need. The ability to see status and click through to what you need is intuitive.

We have been using SOXHUB for a few months and have very happy with the ease of use they system provides.

US Dollar

Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: 

Marketing:
Let Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! 

Automations:
Save time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. 

LOS Integrations:
Jungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. 

Reporting & Analytics: 
Make data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. 

Contact Management:
Easily segment your database to send more personalized and targeted messages to grow your pipeline. 

Secure Document Management:
Keep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. 
 
Sign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business! https://ijungo.com/request-demo/?click=softwareadvice




LongDescription

Escrow Management

Property Tax Management

Client Database

Third Party Loan Origination

Pipeline Management

Commercial Mortgages

Loan Servicing

Loan Origination

Lead Management

Electronic Applications

Residential Mortgages

Marketing Automation

Integrated Vendor Services

For Borrowers

Credit Reporting

Payment Tracking

Visual Presentation

Document Management

Contact Management

Customizable Reports

Document Storage

Activity Tracking

Sales Pipeline Management

Referral Tracking

Customer Database

Calendar Management

Lead Generation

Email Templates

Email Marketing

Sales Reports

Workflow Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Customizable Templates

Calendar Sync

Reporting/Analytics

Contact Database

Third-Party Integrations

Task Management

Campaign Management

Audit Management

Compliance Tracking

Compliance Management

Interaction Tracking

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

1000+

Jungo

In Person

Live Online

Webinars

Documentation

AuditBoard is the leading cloud-based platform transforming audit, risk, and compliance management. 

More than 40% of the Fortune 500 leverage AuditBoard to move their businesses forward with greater clarity and agility. AuditBoard is top-rated by customers on G2, Capterra, and Gartner Peer Insights, and was recently ranked for the fifth year in a row as one of the fastest-growing technology companies in North America by Deloitte.

Surveys & Feedback

User Management

Exceptions Management

Sarbanes-Oxley Compliance

Status Tracking

Operational Risk Management

Access Controls/Permissions

FDA Compliance

HIPAA Compliant

Policy Management

ISO Compliance

Risk Assessment

Risk Analysis

Data Import/Export

Risk Management

Process/Workflow Automation

Assessment Management

Risk Reporting

Audit Trail

Version Control

Internal Controls Management

Reputational Risk Management

Configurable Workflow

Security Auditing

Mobile Access

Dashboard Creation

Risk Scoring

Real Time Data

Issue Management

Risk Alerts

Controls Audit

Role-Based Permissions

Forms Management

IT Risk Management

Response Management

Dashboard

Incident Management

Business Process Control

Audit Planning

Archiving & Retention

OSHA Compliance

Single Sign On

Project Management

Approval Process Control

Collaboration Tools

Self Service Portal

Performance Metrics

Vendor Management

Real Time Reporting

Vendor Master Data Management

Monitoring

Summary Reports

Onboarding

Search/Filter

Sustainability Management

Scoring

Survey/Poll Management

KPI Monitoring

Program Management

Customizable Dashboard

Auditing

Framework Management

Contact Auditboard for pricing information or a demo: https://www.auditboard.com/contact-us/request-demo

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