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 vertical to track progress, documents and correspondence related to the Mortgage loan process – Mortgage app and Lender app.
Mortgage app and Lender app allow mortgage lenders to Identify new opportunities and helps to close more loans.
The vast Marketing library of these apps is packed with hundreds of industry specific email campaigns which help to:
Stay in touch with past clients.
Nurture leads.
Build relationship with referral partners who include realtors, CPAs and Builders.
The Reffinity feature automates pipeline reports to the partners and tracks performance highlighting the most valuable relationships.
LOS Sync App:
Simplifies the sales process by eliminating double data entry.
A new loan is created in the LOS by clicking the “Push to LOS” button after the record is created in the Jungo App.
Real Time synchronization with LOS enables lenders secured cloud based access to the most recent data.
Leads App:
Amplifies the client base for the Mortgage lenders.
Leads can be captured from the best providers available of the likes of Zillow, Trulia, Lending Tree and realtor.com.
These leads can be instantly distributed to the sales team.
Leads can be nurtured using the built in marketing campaigns.
Leads app is also integrated with real estate app for Salesforce.
Marketing Platform:
The extensive marketing library contains hundreds of mortgage email templates.
Built in tools can be used to easily generate forms and landing pages.
The prospecting tool tracks the users of the lender website.
Social media platforms can also be turned into lead generators.
Concierge Program:
This is the print automation division of Jungo which helps to stay with the clients post closing.
Personalized gifts or cards are sent on milestones (birthdays, loan anniversaries, etc.)
This helps in customer appreciation as well as increases chances of referrals.
Additional features of Jungo which accounts for its high ROI includes
Seamless integration with Mortgage Coach EDGE.
Accessibility – Jungo can be accessed from a computer, tablet or smartphone anytime.
The SMS app which sends text alerts automatically to borrowers and partners.
Excellent customer support including Live Chat.
Please contact us at 1800.846.1619 or write to us at info@www.takefiveconsulting.com. to help you choose the right CRM for your organization.
