Jungo Reviews

Great CRM to store my database and the important information regarding my clients loan details.

There are alot of features that I am still trying to learn. It takes some time to learn it all.

I like the automation of the CRM. I can upload all of the data and set it and forget it. I love all the auto-generated topics that are available.

I don't think I have used this long enough to provide an accurate review. I look forward to using it more and more in the future. I am excited about using it more and more.

The ability to retain and communicate with my database

Way to complicated to pull reports, to map & import from my loan origination system, Encompass.

These guys talked a great game. They were going to hook up for texting prospects. They wanted my Twilio account. I said that's fine, but don't screw it up. They of course destroyed my account which we had to rebuild.

The biggest problem with this bait and switch company is that while they are selling you they put you on a contract and make sure you don't have time to read all the fine print. You then ask to be removed an hour later and they say what about this bill you owe us. So unethical. Just the worst.

Jungo has been the best CRM that I've used in the mortgage business.

I feel Jungo has everything a Loan Officer needs to keep on top of Leads, Partners, and Clients

Jungo is a great all in one platform! We can manage leads, database, and active transactions all from one place! The automation features are fabulous and we can always customize it to meet your specific needs!

It is a bit pricey and can be hard to customize without programmer assistance to utilize the best features.

As a mortgage loan officer, I couldn't live without Jungo. Salesforce has created the perfect CRM, and I use it to keep in touch with all of my leads, current clients, and past client database.

It can be difficult to get the hang of this software when you first start using it, but once you get the hang of it, you will be a master.

Adjustable fields. Honestly I had to rebuild most of what I use.

Super complicated to get started and the texting functionality ($15 extra monthly) is primitive compared to competitors. It needs quite a bit more functionality - no task management, etc.
This software is marketed to mortgage professionals but doesn't feel like it was designed/developed my mortgage people AT ALL.

The amount of data on a contact was very detailed.

Duplicates were created all the time and that made it difficult to track activities.

I love the customizable reports! It helps us stay in front of our buyers and realtors.

I wish we could integrate rules and flows from different pages (using transaction element to change something on the main contact page)

Extremely customizable, if you're willing to learn how.

No good or simple way of setting restrictions on days (of the week) and time (of day) that outbound emails and SMS messages can happen.

The system does help keep track of all your activities with your clients and allows for great follow up features, it integrates great with Bombomb and other feature. I love using it but you really would need an assistant to utilize all the features offered from it. Really would love a email drip campaigning for clients that did not go through with a purchase or refinance.

The system has a tremendous amount of features which is great, I wish they would simplify the process of creating report. Very complicated and does not need to be so.

It's part of a major platform - Salesforce.

There is nothing harder to implement than Salesforce / Jungo. Is there a possibility of having more video tutorials made available? With all that Salesforce can do, why dont we know more about these other features? Other platforms offer Video within their software, why doesnt Jungo?

The dashboard when it works; but required a Jungo architech to fix it or recover api feeds very time.

you have to go to support for everything and they charge you.

I like how my contacts are synced with my iphone and how fast the updates take place

Sometimes the software is a little complicated to use, but it's easy to start a trouble ticket or get someone on the phone to help me with the issue.

Ease of access and features are helpful in our everyday use

Not all customizations and add ons that a specific mortgage company needs is readily available, some are in future developments and sync for now

Jungo is a powerful CRM and I am just beginning to scratch the surface. The software is rather intuitive to use and allows for the capture of a lot of data from many sources. The SMS add on is a feature that brings additional value and functionality in this hyper speed business culture.

The primary complaint I have is the on boarding and training process didn't result in user proficiency and confidence in using the system. It does not account for various learning styles or lead with the core function of the CRM and the user goals, prioritized to migrate on to the platform with KPI focused activity success. As a commission only sales producer, the disruption of the transition has not produced the desired results.