Jungo

RATING:

4.2

(122)

About Jungo

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, ...

Jungo Pricing

Contact Jungo for pricing details.

Free trial: 

Not Available

Free version: 

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Jungo's Custom Reports & Dashboards
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Jungo Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

3.5

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Jungo

1 - 5 of 121 Reviews

Brian

Real Estate, 11 - 50 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed November 2023

Jungo Has Many Options

Anonymous

1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2020

Awesome CRM

Excellent!

PROS

Jungo has been the best CRM that I've used in the mortgage business.

CONS

I feel Jungo has everything a Loan Officer needs to keep on top of Leads, Partners, and Clients

Vendor Response

We appreciate you taking the time to share your experience with Jungo. Thank you for your kind feedback, we are happy to hear that you are enjoying Jungo! We're looking forward to the opportunity to continue to work together.

Replied July 2020

Toni

Financial Services, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed September 2022

We use Jungo Daily

PROS

It is easy enough for me to use as a millennial but others find it difficult. I like that I can customize whatever I want if I have the IT knowledge or have been taught how.

CONS

I wish it were easier to catch duplicates or to manage duplicates - like a customer vs client contact, I would like it to not ask me if I want to merge every time. I wish I could export lists the same way as reports. Email templates need work. I wish I could sort lists in a more detailed way. Ex: By lead date, then by assigned to, etc...

Reason for choosing Jungo

Customization & we had referrals from other people.

Reasons for switching to Jungo

Did not connect with Encompass

Vendor Response

Thank you for taking the time to leave a review, Toni! We love to hear that you like the customization options. If you would like assistance deactivating duplicate rules or segmenting your contacts based on specific data points, please open a case at help.ijungo.com. Our support team would be more than happy to jump on a screen share.

Replied September 2022

Liz

Financial Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed June 2020

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.

Vendor Response

We appreciate you taking the time to share your experience with Jungo. Thank you for your honest feedback. We are sorry to hear that some of your experience with Jungo has been frustratingplease reach out to our team at help.ijungo.com if we can assist you in any way. If you would like to share any other feedback, please email us at feedback@ijungo.com.

Replied July 2020

William

Financial Services, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2020

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.

Reason for choosing Jungo

I was tired of switching and trying and figured I needed to dive in and give it at least a year try. Coming up to that year and reassessing the situation and what's out there now.

Reasons for switching to Jungo

Jungo is more mortgage-ready out of the box than Cloze which is generic like the original SalesForce

Vendor Response

We appreciate you taking the time to share your experience with Jungo. Thank you for your honest review, if we can help you learn more about Jungo or Jungo SMS, please do not hesitate to reach out. If you would like to share any other feedback, please email us at feedback@ijungo.com

Replied July 2020