Although Jungo is the most powerful CRM software available for the Mortgage Industry, a Mortgage lender or loan officer needs to customize the numerous features in order to suit for specific business needs. Thereby a lender or loan officer can tap the full potential of Jungo to fit into their business model.
These are some aspects or features of Jungo that cannot be overlooked for the effective implementation of Jungo as Mortgage CRM.
Document Management:
Lenders can manage borrower information directly from Jungo.
Jungo has integrations with DocsBar as well as Floify for document management.
Jungo’s DocsBar feature keeps loan documentation and correspondence for every transaction conveniently attached to the contact record.
As documents are received, Jungo updates the document checklist and automatically sends an updated doc request to the borrower.
Emails to borrowers can be co-branded to promote both the lender as well as the real estate partner.
Borrowers, realtors or other loan stakeholders can be instantly communicated with automated loan status emails.
Loans records will be safe and secure within Jungo’s encrypted CRM.
Web to Lead Form:
Web to lead is a contact form on a lender’s website to input a new lead into Jungo.
Web to Lead creates new lead directly to Jungo from a lender’s website.
This feature is particularly suited for Mortgage lenders whose leads are mainly visitors to their website who fill the contact form available on the website.
Web to Lead form feature allows to send auto-respond emails from Jungo to the lead.
A workflow can be created within Jungo to send an email to lender to notify about the new lead.
Mapping with LOS:
In order to synchronize the Loan Origination System (LOS) with Jungo, Jungo provides an option to map 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.
The problem of double data entry as well as mismatch of information between Jungo and LOS can be avoided.
Mortgage Planner Questionnaire:
The Mortgage Planner Questionnaire is a feature on the contact page that allows a lender to track additional information about the contacts.
Mortgage lenders can refer their clients out to financial planners and attorneys.
This feature not only helps in tracking clients’ interests but also provides an additional level of service to clients.
Marketing Campaigns:
Jungo has an in-built library of hundreds of professionally written and designed emails, to communicate through every step of the sales process.
Lenders can launch individual marketing campaigns as well as co launch email marketing campaigns with a referral partner.
Custom marketing campaign workflow can be easily created within Jungo.
Jungo also provides the option to re-create a Marketing campaign with a different Frequency.
Reports and Dashboards functionality:
Jungo provides the functionality to create custom reports based contacts, transactions, tasks, etc.
Lenders can schedule the generation of reports which are needed on a regular basis.
Jungo also provides the functionality to export the reports in different formats.
The dashboard functionality allows to view the most updated status, create or edit a dashboard component and schedule to email the dashboard on a regular basis.
