Great mortgage software

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.

Review of Jungo 2020

It's taken a long time to learn (even with the great training and help section) and implement (almost a year now) into my workflow and still not even close to using all the bells and whistles. Granted I could've used the help of an assistant but I don't have that luxury right now. Had one but she didn't work out.

Pros

Integration with Floify and LOS although I do not use the latter mentioned because I am not the administrator of the LOS I use. The mobile app seems to provide most of the functionality that's available in the desktop version. Wide variety of customization but being that Jungo is a "mortgage CRM" built on the SalesForce platform, it should have many more already built-in mortgage specific customizations like complete 1003, fees worksheet (LE), ability to add disclosures, etc Great help section and training videos/webinars. Keep it up!

Cons

Inability to import/export a Fannie Mae 3.2 file (residential loan application)...there's another SalesForce based CRM called Mortgage Panda that has done this so it is possible. If Jungo were to implement this feature along with adding a fees worksheet and disclosures then it would be top of its class in my opinion. No built-in texting capabilities...I imagine this is in the works considering we're in 2020 and texting has been the most effective way of communicating with prospects and clients for several years now.

Great potential, terrible execution

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.

Jungo CRM

Could not say enough good things here.... it runs my business. lead flow, in process transaction management to post close marketing to client recapture.... I always say that I would spend triple the money without blinking an eye.

Pros

Best in class. This is a cradle to grave solution for your mortgage practice. It takes your from lead to loan to past client all the way back to the next loan. Its keep you top of mind with your clients, referral partners etc...

Cons

There is a learning curve... but it's intuitive for the most part. When you are stuck you simply reach out to them and they will always be there for you.

Jungo Review

This product is clearly a long term solution to managing mortgage clients.

Pros

it's designed for mortgage professionals. Email Templates, object labels, workflows, all designed with an MLO in mind. Also it's pretty easy to design your own email templates and workflows based on the pre-existing ones.

Cons

I have a texting app that does not integrate with JungoLeads but works perfectly fine with Salesforce leads. Furthermore, salesforce leads object works perfectly fine so, I'm not sure what advantage there is to Jungo Leads anyways..