Jungo built off the Salesforce CRM platform has evolved from a basic CRM platform to meet the comprehensive needs of the Mortgage Industry. A mortgage lender or loan officer can utilize the numerous integrations available in order to tap the full potential of Jungo to fit into their business model.
Here is the list of essential integrations within Jungo which can be used by an LO for seamless workflow management.
Floify Integration
Floify is a leading provider of mortgage automation software for loan originators which provides a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders.
The integration with Jungo enables loan originators who are using Floify to automate their mortgage process and manage their borrower database.
Jungo users can seamlessly access Floify’s document management system directly within Jungo CRM, eliminating the need to switch back and forth between multiple applications.
Through this integration, loan originators can access their Jungo and Salesforce reports from within their Floify pipeline dashboard.
Communication with borrowers can be set up with automated milestone updates and automated updates can be send to realtors and affiliated partners.
LOS Integration
In order to integrate the Loan Origination System (LOS) with Jungo, Jungo provides an option to map the LOS with Jungo.
The contact information as well as the Loan transaction details from the LOS can be imported into Jungo.
Jungo not only allows creating new data within Jungo but also allows updating the existing information.
Through this integration, the problem of double data entry as well as mismatch of information between Jungo and LOS can be avoided.
Email Integration
Jungo has email integrations with Microsoft Outlook and Gmail which will give a complete view of your borrowers and partners.
After the integration, it is possible to record emails, create new contacts or leads and sync content from Outlook or Gmail.
Lead, borrower and loan data from Jungo can be also be viewed within Outlook and Gmail.
Optimal Blue Integration
Jungo’s native Optimal Blue integration powers automated workflows and marketing based on any rate quote.
Loan officers can keep track of rate quotes, loans, conversations, marketing and buyer preferences in one place.
Jungo CRM VoIP Integration – Bvoip
Jungo CRM VoIP Integration natively integrates with the existing phone system & CRM.
Built with modern API first technology, this integration can help to scale across the entire sales and support teams.
Looking for more information on Integrations for Jungo or need help in implementing the right CRM, leave us a message.
