Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts.
Helps us to keep all of our customer information together in one easy to use place! We use it to track new referrals and also to keep all parties up to date on the customer's currently in process on their mortgage application.
What do you dislike?
Required a lot of customization to get it to do everything we wanted and needed it to do. Still needing to add features as we go.
Recommendations to others considering the product
Plan on having to make some customizations when you get started. Can be a learning curve when you start with the software.
What business problems are you solving with the product? What benefits have you realized?
A CRM specialized for loan originators. Keeps all the past customer info and allows us to easily track each customers stages so that we can market accordingly.
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