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Overview
Jungo helps lenders and agents manage client pipelines, automate campaigns, and store documents securely. Users may need a short adjustment period for pre-configured settings, but its lead capture, concierge gifting, and reporting tools enhance client relationships. Best suited for teams aiming for organized, measurable, and professional client management.
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Starting Price
Custom
Jungo Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Jungo?
Jungo is a CRM tailored for mortgage and real estate professionals, built on the Salesforce platform. It manages client interactions, organizes lead pipelines, automates marketing campaigns, and tracks loan progress.
Key features include workflow automation, business texting, property listing integration, milestone notifications, and performance dashboards. Jungo helps teams maintain client visibility, simplify complex processes, and enhance engagement throughout the entire sales and lending journey.
Jungo Pricing
It offers a subscription-based pricing model with three plans:
- Jungo Mortgage App – $119/user/month
- Jungo Bundle – $149/user/month
- Jungo Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
Jungo Integrations
The software supports integration with multiple systems and platforms, such as:
- Homebot
- Calyx
- Encompass
- Velocity
- Twilo Software
Who Is Jungo For?
Jungo is ideal for a wide range of industries and sectors, including:
- Mortgage
- Real estate
- Wealth management
- Banking
Is Jungo Right For You?
Jungo is ideal for mortgage brokers, real estate agents, and lending teams seeking a centralized tool to streamline daily operations. It supports businesses that need automated follow-ups, coordinated marketing across channels, efficient lead distribution, and comprehensive tracking of client interactions from initial inquiry to post-close outreach. Jungo enables consistent communication and better organization for growing teams handling multiple clients simultaneously.
Still doubtful if Jungo is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Jungo Features
This feature helps businesses automatically import leads from Zillow, Trulia, LendingTree, and Informa Research Services by zip code or zone. It also enables automated distribution, task alerts, and follow-up notifications, while custom assignment rules reduce manual entry and ensure teams respond quickly, maximizing revenue opportunities.
Businesses can use this tool to send real-time, CRM-integrated SMS messages to clients and partners from any device. It supports automated, behavior-based messaging and allows personalization with templates, images, emojis, and merge fields, improving engagement and keeping leads and customers informed efficiently.
This feature helps lenders automate personalized client outreach using branded gifts and cards delivered via USPS. It enables strategic engagement, encourages referrals, and strengthens client loyalty. Custom branding, photos, and contact information ensure each interaction is memorable and professionally reinforces long-term relationships.
Businesses can use this feature to manage referral pipelines automatically, including “thank you” emails and tracking each partner’s contribution. Custom dashboards provide visibility into referral performance, helping lenders maintain strong, profitable relationships and monitor which partners deliver the highest-quality leads.
This feature helps businesses securely store borrower documents within Jungo’s encrypted CRM, linking each file to the appropriate contact record. It also updates document checklists automatically and notifies borrowers of missing items, ensuring organized, efficient document management throughout the loan process without manual oversight.
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