About Jungo

Jungo is a cloud-based customer relationship management (CRM) solution catering to mortgage and real estate industries. The solution is built on Salesforce and helps professionals in the financial industry manage their marketing and compliance activities. Key features include lead capturing, loan document management, video email creation and loan referral tracking.

Jungo enables mortgage managers to create flyers by customizing built-in templates for real estate and mortgage marketing. These flyers can be printed or shared electronically. It has the capability to send document collection requests to borrowers based on predefined checklists. Managers can also automate the process of sending concierge packages to clients after sales closure.

Jungo track...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

72 Reviews of Jungo

Average User Ratings

Overall

4.36 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(45)

45

4 stars

(17)

17

3 stars

(5)

5

2 stars

(1)

1

1 stars

(4)

4

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 72 results

July 2020

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

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

Response from Jungo

Replied July 2020

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.

June 2020

William from Sunset Home Mortgage & Financial Services/Real Loan Partners Team

Company Size: 1 employee

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

Reasons 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.

Response from Jungo

Replied July 2020

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

June 2020

Liz from PDX Home Loan

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Customer support

2.0

Functionality

3.0

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.

Response from Jungo

Replied July 2020

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.

July 2020

Matt from loanDepot

Company Size: 5,001-10,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

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.

Reasons for Choosing Jungo

Much more comprehensive.... again a cradle to grave solution.... BIT was essentially a post close database...

Response from Jungo

Replied July 2020

We are so glad to hear that Jungo helps you run your business successfully, thank you for your kind review! Our team looks forward to the chance to continue to work with you!

June 2020

Trevor from JFK Financial

Company Size: 1 employee

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

June 2020

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..

Reasons for Choosing Jungo

It's the only one I came across that was designed specifically for MLOs plus it's Salesforce which is super powerful.

Response from Jungo

Replied July 2020

We appreciate you taking the time to share your experience with Jungo. Thank you for your detailed review! If you would like to share any other feedback, please email us at feedback@ijungo.com.