How to use Jungo as an efficient CRM for Mortgage Banking

Jungo built off the popular Salesforce CRM platform has evolved from a basic CRM platform to meet the relentless needs of the Mortgage Industry. Besides the CRM functionalities offered by Salesforce, Jungo apps provides lenders with mortgage specific functionalities designed to increase revenue and promote efficiency. Jungo offers two industry focussed applications in the Mortgage…

Encompass 360 Help – Installation & Login Instructions

Encompass360 SmartClient – Installation and Login Instructions This document describes the process of installing the Encompass360 SmartClient, and then logging into Encompass360.   Smart Client Installation Before you can log in to Encompass360 for the first time, you must install the Encompass360 SmartClient components. This is a one-time-only procedure.   IMPORTANT: “Part 1” of the…

Millennial Go-to Market

Marketing to Millennials has been an industry buzzword recently; much due to the recent downturn of the economy where marketers looking for specific ways to reach out to customers. Thanks to data available on customer behavior and insights derived from the trends. Marketing to and acquiring millennial customers have significant impact on the future of…

Millennial Internal Portal

Millennial customer look beyond just filling out an application online, engagement has become an obligation or is expected from the lenders. Customer satisfaction for millennials is directly related to transparency offered in the progression of the origination process. Our solution to this demand is the Millennial deck’s next interface – The Internal Portal. The internal…

Millennial Mobile Deck

The millennial customer is more synonymous with mobile than he or she is with personal computers. The web applications alone won’t complete the Millennial strategy for today’s mortgage lenders. Mobile strategy is a step closer to the millennial minds; applying for loan and tracking it on their mobile devices makes the millennial customer feel at…

Top Business Intelligence Tools for Mortgage Banking in 2018

Changing business landscapes and stiff competition has made Mortgage banks embrace technology to leverage the large database of client information which ranges from demographic data to migratory patterns. Business Intelligence tools are the latest addition to the arsenal of technological tools to augment decision making process for mortgage banks. Importance of Business Intelligence tools Measuring…