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..

Great system for anyone in lending or RE

This is a must in my business. I couldn't conduct business without the CRM. Support is very good and training materials are very good.

Pros

Reminders and notes are extremely important in this business. This system gives that but is much more robust. Alleviates having to buy a lot of extras to do the same job.

Cons

Customizing the drip campaigns has been very challenging. Using the existing drips is a no-brainer, but customization is not easy at all.

Great Customer Service

Amazing! 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. I know that as my team grows this will be an investment in their business along with mine. Thanks Jungo!

Pros

I'm still learning but there are so many options to help organize my day. The more you use it the more helpful it becomes.

Cons

It was a lot to take in but my questions were answered quickly and again, the more you use it the more familiar you get.

Jungo makes my job so much easier!

Jungo has helped me maintain business relationships and regular contact with my clients. It saves me the cost of having a personal assistant.

Pros

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

Cons

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

Nick Felix - Jungo Review 6-30-2020

Overall its been a huge benefit & were blessed to have it, see where it takes us!

Pros

I love the organization & editability of the fields for customization & integrations! I love how it evolves or is capable of evolving toward ours and so manys different business needs!

Cons

I think the interface/dashboard & back end coding acceptions could be more flexible. I wish the how to videos would have a knowledge expert point of contact. I wish for the campaigns we could download or view all flyers/ads that go out so we can show management what is going out there on our behalf & a would love a way for our branding to synced with jungo campaigns auto sycnc and swap our images, logo, branding to personalize campaigns with ease. Not everyone is an HTML guru! Thanks for asking!

Jungo for Mortgage Lending

Over all, I don't have many complaints except for the report building section. This is a majority of what I use so that it why it is my biggest problem. It can be very frustrating.

Pros

I like that it is extremely customizable.

Cons

Report building is extremely difficult and can be limited if you don't know the system through and through. This is my biggest issue, my job relies on viewing data based off of reports we pull. It can be difficult to create super customization reports. (For example: eliminating different groups, while excluding loans with specific triggers). In other Crm's I've used in the past, this has been very simple,. But for some reason in jungo it seems like report building can be limiting.

Worth the effort to get it working for your mortgage / loan business.

Overall, I am glad we made the switch to Jungo. If you're looking for a quick, easy, low maintenance solution, this isn't it. But if you're looking for a robust, flexible, reliable system, something based on Salesforce like Jungo is worth considering. I'm happy with my decision to go with them.

Pros

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. Even if it wasn't an immediate fit out of the box for the way we operate, we've been able to make modifications to better fit how we do business between my efforts and Jungo support. Support is friendly, which is a bonus.

Cons

Because it's built on Salesforce, it's a technical product to use. If you're not technically competent, I'd steer clear of any systems based on Salesforce unless you want to invest more money into customizations that you may want to make. Even though Jungo is customized for our industry, we found that we still needed to make many changes (some at an extra cost over and above the subscription fee) to have it work the way we wanted. Support, although very friendly and helpful, can be quite slow. You'll be opening up tickets via email (support calls, if you can find a number, go to voice mail 98% of the time). You'll have to be patient if you're used to quick support. The last con I can think of is Country specific. Jungo is based in the USA and we're based in Canada. We find that much of the provided material is American and doesn't apply to Canadians (some does...). There are also features that aren't available in Canada, such as anything that relies on MLS connectivity as the systems are different between the USA and Canada (at least at the of this writing in June 2020).

Product is good, the service is great.

As mentioned above, what keeps me with Jungo is their superior support and the fact it is built on Salesforce. I don't spend much time worrying that a competitor will buy the company and all of us will be in a tight position like what happened when Compass bought Contactually. My business has never been more organized and efficient.

Pros

Jungo's customizability allows you to create leverage and efficiencies in whatever workflow you've designed. Another plus is how easily it integrates with other software. And the mobile version is robust and well laid out. 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.

Cons

The flip-side to customizable is complexity. I'm comfortable with CRMs - the logic behind what they try to do, however, I have friends who aren't and Jungo wasn't a good fit for them. The Closing Email of the Week is a perfect example of not being easy to use or execute. I wish Jungo offered more around marketing automation, without needing a full-time IT person and/or coding knowledge.

Jungo is like a member of my mortgage practice

Pros

Today we live in a world that the ONLY sustainable advantage is world-class service with a customized Client experience. You may be able to provide great service but it cannot be world-class or customized without your data be in one central hub . Jungo Mortgage CRM is a required tool that is used almost every minute of the day to create an impactful 360 experience for all parties that are involved in a transaction with my firm (e.g. the family we are serving as their trusted Mortgage Planner, the Seller, the Realtors, the attorney & my crew). Yes, it is powerful out of the box and it is plug and play but very simple to customize and integrate with 3rd parties (e.g. Mortgage Coach, Encompass), if you desire & then ...Jungo Mortgage CRM is supercharged and keeps people informed that need to be not just before but during and also after the transaction.

Cons

I must be transparent...I truly wish there was a number to a poof an answer but with that said, a support ticket is processed swiftly and the person taking care of the item know what they are doing and the give the right answer on the first interaction.

The best CRM in the Mortgage Industry

Jungo has changed my business. It has allowed us to provide in-process communication to all parties involved which is second to none. It has grown with our business.

Pros

My favorite thing about Jungo is the ability to customize the platform. Our industry is in a state of constant change, and your CRM needs to be able to change with it. The close second is all the integrations you can add to SalesForce. This CRM has been able to grow with me from a single LO, to a team, to owner of my own mortgage brokerage.

Cons

The user interface is difficult for some. The CRM has a long learning curve as well.

Can't live without it

keeps track of my client loans, calendar, opportunities to randomly call, history of events and messages. Bottomline it handles what I need and my company is finally going to use it. The support staff are very patient and great to work with.

Pros

It does what I need. keeps my calendar, sends out mass email, great support when needed, keeps all of the information on my database, customized to my industry.

Cons

Although sales force is the back engine, I hate it when they get involved because I am not a tech person. they don't break down features to bread crumbs with step by step directions. I don't care for the automated response because it never is what I am looking for. it is hard to keep it attached to my outlook as a "add-on." Lighting Experience is a bit over the top to use and the fact that you have to do some of the items in classic and then back to Lighting makes me scratch my head as to "why?"

Jungo Holds it All !!!

All of my Contacts are in one place with Jungo supplying the ease of: sorting data for reports, sending campaigns, easily creating and sending videos, and always there for me should I need Customer Support. I love the Jungo training videos, as well.

Pros

Every Contact I have made over the past 20 years is contained in Jungo. Each and every loan I do for my Clients is in Jungo which can easily be sorted by current interest rates, loan amount, city, etc. I love the different campaigns. For example, when I receive a Lead, Jungo will send out an email thanking my Referral Partner or Client immediately. I follow up with a personal handwritten note and log this into Jungo, as well.

Cons

I guess it's not what I "least" like ... it's more like ... I truly wish I had the time to learn the many applications and opportunities Jungo provides. I get so caught up in my day-to-day job, that I don't have the time to better utilize Jungo.

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

We're staying much better organized, have far fewer dropped balls, and our referral partners get weekly reports on all deals and leads (which forces us to stay organized and updated). It also helps organize marketing.

Pros

I like my daily custom reports and weekly Reffinity referral partner reports (which absolutely generate more referrals). Encompass integration is great too. Once set up all functionality is outstanding.

Cons

The learning curve and getting everything setup is extremely complex. I feel like I'm halfway to being a real web developer now. Instructions for integrations and such are many steps and complex, but support team is helpful.

CRM

minimal

Pros

Capturing client information. ease of accessing clients sorting

Cons

Difficulty to generate auto emails. needs bigger marketing material

Jungo review

My customer service needs have always been better met by Jungo than Salesforce. More knowledge for my needs at Jungo

Pros

Ease of use and large format display. Marketing templates are nice

Cons

Learning support from videos. I don’t learn well this way.

Jungo Review

Overall experience has been good. It helps automate a lot of the communication with clients/agents/partners/etc that I used to have to manual send each time

Pros

This software is very robust. I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business.

Cons

I came from no CRM before using Jungo so it was A LOT to take in. The program can do so much that it was a bit overwhelming at first. The online training helps a bit to get started but it's best to focus on just one aspect at a time to not be overwhelmed

Jungo Review

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

Pros

Jungo did an awesome job of creating mortgage campaigns and layout in Salesforce.

Cons

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

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

Jungo CRM

Pros

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. I love using it but you really would need an assistant to utilize all the features offered from it. Really would love a email drip campaigning for clients that did not go through with a purchase or refinance.

Cons

The system has a tremendous amount of features which is great, I wish they would simplify the process of creating report. Very complicated and does not need to be so.

Jungo a Real Crowd-Pleaser for Mortgage Milestone Updating

Pros

It took some time to create, but we have implemented email updating to clients when certain milestones are met in the mortgage process. Jungo integrates with our Loan Origination System (Encompass), and when the status changes, clients are immediately and automatically emailed an update. It's real crowd pleaser.

Cons

Jungo is complex and fairly difficult to learn to use, and the integration with existing business systems is complicated. The power is because of the complexity, fo course. Once learned and integration complete, though, it's great.

Comprehensive CRM

The CRM is awesome and for the most part, the support is helpful in getting it to do what I need.

Pros

The system has incredible capabilities and is completely customizable, more so than any other CRM I have considered.

Cons

Jungo is so customizable that it can be confusing and overwhelming. The support is always helpful and knowledgable. The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be frustrating if you need more assistance.

Saves time - makes you money!

Been using Jungo for over 7 years and have watched it change the productivity of so many clients. Salesforce customization with great customer service and training. I would not recommend anything else!

Pros

Features that are easy out-of-the-box. One place to hold your data. Endless customization and automation. Reports and dashboards are easy to set up and great for analyzing productivity and future pipeline.

Cons

May need to hire additional help if you want a good amount of customization. Learning curve can be more steep than others.

Daily User

Having the majority of of everything that I do all in one place and easily viewable.

Pros

I like the templates and being able to track every aspect of the file that I want along with being able to prioritize follow ups and send automated emails out with the click of a button.

Cons

The most troublesome part of this software was uploading my database. If you don't get all of the fields entered in correctly. I did rely on tech support to help me with this process. I don't like the fact that you have to purchase each component separately, if you want to track email conversations it is an additional cost etc. Many other CRMs have all of these components already factored into their one monthly fee.

Perfect for Mortgage originators

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.

Pros

I like being able to see my pipeline at a glance. I like the integration with my email for tracking and for keeping notes on each file. The task options have helped remind me to reach out to borrowers that in the past I would have missed.

Cons

It took some time to learn and implement. There is so much more I feel like I could use if I had the time to figure it out. I suggest a 3 and 6 month review to show more advanced options.

Capable and powerful. Customer Service is average

Jungo does great with mass emails, email drips, tracking clients etc.

Pros

This application can do ANYTHING and is extremely powerful. Very customizable.

Cons

It's hard to get on the phone with the tech department. They are often slow to solve the issue. I've been using this platform since 2012... I've had lots of experience with reaching out to the tech department.

Organize Your business and Life is better

This product has allowed me to better solve my issues of task follow up and planning. 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. Overall I really like the product and if you want to save some hours in the day by efficiency this is it.

Pros

It works very fast and integrates with all my needs to allow for better time usage and follow up on task/clients. Also since it is cloud based I can use on all my devices.

Cons

The Lightning version could use a little cleaning up on interface.

Fantastic CRM

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

Pros

This software is fantastic to get an overall snapshot of your business ytd. The concierge service is amazing as well and will automatically send your clients holiday cards and gifts for 3 years. Huge for referrals.

Cons

The one thing I wish this software had is the ability to email me when tasks are due. Sometimes I forget to check the crm one day and will miss tasks. Really wish the email functionality was better. Also, It is incredibly complex, and you almost need a full time assistant to really dig into all the functionality it has.

Dario's Jungo Review

I overall enjoy using Jungo however I do believe that as a client Jungo should refresh the templates if not quarterly at least annually. I have clients getting the same birthday email and seasons greeting for the past 5 years.

Pros

I like the fact that I can fully customize my workflows and follow up with my clients.

Cons

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

Review

Jungo is easy to use and easy to learn. I was new to this software but with the training center, my team and the Jungo team, it has been a quick transition. I do enjoy the weekly meetings and pre recorded sessions to assist. The customer service has been outstanding.W were able to add multiple add ins which assisted us with our business and this is our one stop CRM for our database.

Pros

Jungo is easy to use and easy to learn Customization automation add ins training center

Cons

Sometimes difficult to create reports the structure of creating a view with the logic exporting into another program ( like excel)

Ease of Use

Pros

The software is user friendly. You can setup multiple templates to give your database organized and there are several campaigns to use.

Cons

If you ever need help, you'll have to teach yourself. Assistance is on pacific time zone and it's impossible to get someone to help you with a problem from A-Z.

Jungo

Jungo has helped me build my business. Making a transition from mortgage banker to owner/mortgage broker gave me confidence my data was easily accessible and backed up just in case we had issues.

Pros

I like how my contacts are synced with my iphone and how fast the updates take place

Cons

Sometimes the software is a little complicated to use, but it's easy to start a trouble ticket or get someone on the phone to help me with the issue.

If you want to grow your business, use Jungo! We did

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. From [SENSITIVE CONTENT HIDDEN] everyone went above an beyond. I believe we are up 20% in revenue and most is traced back to Jungo!

Pros

Jungo provided me the organization that I needed to stay on track with my sales goals. Segmenting my database into actionable tasks gave me the direction I needed on a daily basis. I definitely closed more loans because of Jungo and the many automations that were happening without me even logging into the system.

Cons

It can do a lot which can be overwhelming to some.

Game Changer

This CRM has saved us so much time. And working as a team it is so important to have to stay organized.

Pros

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

Cons

Customization is a bit tough and we are finding it is taking a long time to hear back on some of the requests. Overall, the team is great and helpful.

Awesome.

great.

Pros

the marketing capabilities and overall functionality

Cons

sometimes its a little complex to use, but the support team will always help you.

Unexpectedly User Friendly , Even If You've Never Used It Before

Pros

The ability to customize your CRM is unbelievable. There's so much that you can do to ensure that it fits your business needs. They have so many resources available to help you find the solution to any issues you run into throughout the process.

Cons

I wish there were more videos on flows and articles with field options for workflows. Not all of the workflows will execute the way they are expected but it's like figuring out a puzzle. You need to find the right piece.

Review Request

Getting support when it is needed. Waiting a day to get responses is frustrating.

Pros

The ability to retain and communicate with my database

Cons

Way to complicated to pull reports, to map & import from my loan origination system, Encompass.

Jungo Is the Best

Pros

As a mortgage loan officer, I couldn't live without Jungo. Salesforce has created the perfect CRM, and I use it to keep in touch with all of my leads, current clients, and past client database.

Cons

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.

Paul Arrowood Review of Jungo Mortgage CRM

Pros

The ability to have an all-encompassing software that has the strength and power to store a virtually endless supply of information. Most often, we utilize report-building, data storage of past and present clients and associates, and reminders, tasks, etc. Integrations such as BombBomb, MortgageCoach, and so on help us tremendously.

Cons

The cons are much fewer in number than the pros. However, they could improve the ease of putting calculations and conversions into reports without needing support help.

Jungo is good but can be much better

When we initially started with Ijungo, it was a life saver coming from just salesforce. It made everything much simpler and we were staying in from of our prospects and clients. However in time, its luster faded and it just became a tool with a lot of promises but very few that work. If you want a good CRM and drip marketing agent, Jungo is your product. If you're trying to step up past that, its not as effective.

Pros

I like Jungo because it's customized to the mortgage industry. It allows users to utilize the enormous power of Salesforce but not get bogged down by all the utilities. I really enjoy the closing email of the week because it gives you weekly content for your clients and prospects.

Cons

The customer service department is snail crawl slow. They are very slow to respond to issues and they still have to check in with Salesforce, which makes it even slower. Many of the tools that they advertise don't work, at least for us, I.e."the Property Listing", "Ijungo Concierge" etc.

Could be better

It was a difficult beginning but I have settled into another imperfect CRM for the time being.

Pros

Adjustable fields. Honestly I had to rebuild most of what I use.

Cons

Super complicated to get started and the texting functionality ($15 extra monthly) is primitive compared to competitors. It needs quite a bit more functionality - no task management, etc. This software is marketed to mortgage professionals but doesn't feel like it was designed/developed my mortgage people AT ALL.

Tons of capabilities!

Pros

I like that it is highly customizable and the Jungo support team not only answers questions but they show you how to do the customization yourself as well.

Cons

I wish there was a better way to update the last touch and make notes through the integration with Phone Burner

A great CRM if you have a programmer

Overall experience was just ok. I no longer use it and have moved on.

Pros

It was very easy to add new clients to the CRM and set tasks to follow up with them.

Cons

It was very difficult to set things up. I felt like we needed a computer programmer to run this.

Jungo Review

Great experience so far. Customer service is fast in responding.

Pros

Great CRM to store my database and the important information regarding my clients loan details.

Cons

There are alot of features that I am still trying to learn. It takes some time to learn it all.

Not 100% sold yet

I've only been using it for a few months. I purchased it to have my own CRM in addition to the one I have provided at my company.

Pros

I like the overall appearance of the emails going to clients and that I can see if my personally written emails are opened (not available for campaign emails though).

Cons

Compared to BnTouch that I used at a previous company, Jungo is a bit complicated. There are two different versions that you have to go back and forth between to make edits. It is very time-consuming trying to learn this system and I think it could be a lot more user-friendly. I still haven't set up custom campaigns. The options for social media and open house/listing flyers is very limited compared to SureFire which my company uses.

Great program but not the most user friendly

It's been pretty good. The customer support at times is a little hard to get a hold of but usually they are very helpful!

Pros

It's a great program and has a ton of capabilities that we aren't even utilizing yet. Great way to keep track of files and keep in touch with clients.

Cons

It's not the most user friendly. The coding can be difficult to make it fit your business.

This is my review

Pros

I like the report feature. I also like how I can input all the loan information for future reference.

Cons

I don't like the support. Every time I have issues and need help, it takes about 20 emails back and forth before I can get someone.