Jungo Mortgage CRM
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What is Jungo Mortgage CRM?
You have the ability to generate on-demand reports to monitor expenses, distributions, payments, and more effectively. Instead of starting from scratch, Jungo provides complete access to Salesforce® and AppExchange®, which helps you save both time and money. You can easily download applications like Phone Burner and Docusign, among others! Furthermore, you have the capability to personalize mortgage documents and organize all client files securely in one location. By optimizing your lead generation and loan management processes, you can significantly enhance both efficiency and productivity. Dynamic updates regarding the loan process can be automated for your partners and borrowers, ensuring everyone stays informed. Additionally, you can send both individual and bulk text messages directly from your Jungo account. Creating marketing materials, whether digital or printed, for your referees is a breeze, and with just a single click, you can order customized cards and gifts for your clients. Jungo's seamless integration with your most effective mortgage tools allows you to oversee every aspect of your operations using a single login. Moreover, Jungo's LOS Sync feature simplifies the loan procedure and is compatible with many of the most widely used LOS systems, making it an essential tool for your business.
What is Big Purple Dot?
Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.
Integrations Supported
Zapier
Calyx Point
Encompass
Salesforce
Spinify
TrustEngine
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
iPhone
iPad
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Online Training
Company Facts
Organization Name
Jungo
Date Founded
2005
Company Location
United States
Company Website
ijungo.com
Company Facts
Organization Name
Big Purple Dot
Company Location
United States
Company Website
www.bigpurpledot.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Task Management
Mortgage and Loans
Client Database
Contact Management
Document Management
Loan Origination
Pipeline Management
Refinance Management
Categories and Features
Real Estate CRM
Campaign Management
Contact Management
Email Marketing
Lead Management
Sales Tracking
Activity Dashboard
Document Management
Lead Management
Task Management