Excellent!

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

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

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

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.

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..

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.

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.

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.

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.

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.

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.

minimal

Capturing client information. ease of accessing clients sorting

Difficulty to generate auto emails. needs bigger marketing material

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

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

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

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

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.

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 is a wonderful CRM to have as it provides automation, lead tracking, lead follow up, lead management, but it can be demanding of your time if you don't have a corporate team that understands the complexity and the time needed to get this up and running. Once it is up and running, not many can beat it!

I used Jungo for roughly 8-9 months. The only reason I changed CRMs was the brokerage i ended up moving to, required us to use a specific CRM that they had set up. 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.

It was nothing about the software, it was about how Salesforce, even after i paid them all the way through my contract date, ended up suing me for 3 months worth of costs. 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. They have since stopped their efforts of collection, but that was after i got over 30 emails from a crazy attorney out in Arizona. MAKE SURE YOU GET A CONFIRMATION EMAIL WHEN YOU CANCEL YOUR ACCOUNT.

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.

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.

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.

all automations and customizations have had a huge turn over to our business

that it is very customizable, intergrades with everything I can possibly need.

the support is very weak. follow up on cases is not very consistent or efficient. support staff are generally new and not very knowledgeable.

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.

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.

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.

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.

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.

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?"

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.

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.

I've had an overall very positive experience with Jungo. I was introduced working at a different brokerage and implemented it into my business when I started originating. Unfortunately, I thought the grass mighty be greener at another CRM that my processor uses. I was wrong. That CRM was so difficult to use I ended up coming back to Jungo recently and am looking to maximize all of the features I possibly can. It's a powerful tool!!!!

The ability to track leads and my own productivity.

I don't love the pre-written campaigns. I don't think they are very powerful but I'll be going in and editing and put my own spin on them. I'm looking into figuring out how to implement an entire automated CRM follow up that includes time delayed email, text, and voice drops.

There are no new marketing materials available. The only email campaigns have been in Jungo for years - nothing new. isnt this something that we can have updated?

It's part of a major platform - Salesforce.

There is nothing harder to implement than Salesforce / Jungo. Is there a possibility of having more video tutorials made available? With all that Salesforce can do, why dont we know more about these other features? Other platforms offer Video within their software, why doesnt Jungo?

Customer Support staff is pleasant, but responses to cases take too long to resolve issues. Sometimes I have received an "instructional link" and they closed the case. Getting answers is frustrating. Getting info into Jungo is easy. Trying to run reports is hit and miss with intended results. All other features take too much time to learn and perfect.

Easy to enter new clients. Customizable features.

The learning curve is too high for some features. Difficult to learn some features like mass email sending and tracking and workflows and flows.