Jungo

Avantages

Front end is user-friendly, I like how our business has set up the organization and tracking of our clients and leads. Makes it easy to search for who we need, helps us avoid adding duplicates, add files directly to the client profile and track communications in case we need to track back on something important.

Also like that you can integrate external apps to the system to help you become more efficient with client communication and keeping more things under one system instead of having to check 50 places. For example, we integrated 360SMS to add text messaging and it's helped us quickly touch base with so many people which they enjoy.

Inconvénients

There seems a lot that we can do with the software that we still haven't tapped into, so if you're not familiar with the backend and how to adjust it can be pretty complex and overwhelming to handle and set up.

Avantages

The repoting is currently the best part of the software. It takes a little while to get used to, but pretty great

Inconvénients

The CRM aspect of it for follow ups and being able to see what needs to be done with a large data set is not great. This is a great CRM if I have 50 leads a month I am working, but we import 50 per day per person and it is near impossible seamlessly go through the leads and update them as needed. It needs to be more streamlined.

Avantages

I liked most what the salesperson shared with me the system would be able to do and what they told me the ease of use would be. Unfortunately, this has not been accurate

Inconvénients

I do not like that the system is not easy to use unless you have a dedicated employee to run the system. It also doesn't do a good bit of the features I had asked that it be able to do.

Avantages

Integration with Floify and LOS although I do not use the latter mentioned because I am not the administrator of the LOS I use.

The mobile app seems to provide most of the functionality that's available in the desktop version.

Wide variety of customization but being that Jungo is a "mortgage CRM" built on the SalesForce platform, it should have many more already built-in mortgage specific customizations like complete 1003, fees worksheet (LE), ability to add disclosures, etc

Great help section and training videos/webinars. Keep it up!

Inconvénients

Inability to import/export a Fannie Mae 3.2 file (residential loan application)...there's another SalesForce based CRM called Mortgage Panda that has done this so it is possible. If Jungo were to implement this feature along with adding a fees worksheet and disclosures then it would be top of its class in my opinion.

No built-in texting capabilities...I imagine this is in the works considering we're in 2020 and texting has been the most effective way of communicating with prospects and clients for several years now.

Avantages

Everything is in one place, one platform. Keeps me aware of what's happening with my business. I can customize everything to my preference. Help and Training Centres are great and explains everything so you understand.

Inconvénients

At first, it seemed a bit overwhelming if I had any questions, I did not know what the proper titles are .

Avantages

Nothing about this CRM worked properly. I liked what I was sold on, ease of use to send marketing emails as well as marketing and lead-generating texts and connect this system to our LOS so it would be a seamless transition from capturing a lead to working it in Jungo and completing the process in our LOS - it delivered none of that.

Inconvénients

The ease of use and functionality was not as promised. I had to add on extra systems from sales force to get Jungo at a semi-functioning state of what we were looking to do and even that was not enough. We were looking for a CRM that allowed us to send text campaigns to leads, stop the texts on reply and allow our users to follow up via their mobile app like a text conversation - this basic functioning was not available on Jungo so we had to add a service called Pardot through salesforce and even that had to work within Jungo system and has limited functionality.

Avantages

It is easy enough for me to use as a millennial but others find it difficult. I like that I can customize whatever I want if I have the IT knowledge or have been taught how.

Inconvénients

I wish it were easier to catch duplicates or to manage duplicates - like a customer vs client contact, I would like it to not ask me if I want to merge every time.
I wish I could export lists the same way as reports.
Email templates need work.
I wish I could sort lists in a more detailed way. Ex: By lead date, then by assigned to, etc...

Avantages

Best in class.

This is a cradle to grave solution for your mortgage practice. It takes your from lead to loan to past client all the way back to the next loan. Its keep you top of mind with your clients, referral partners etc...

Inconvénients

There is a learning curve... but it's intuitive for the most part. When you are stuck you simply reach out to them and they will always be there for you.

Avantages

it's designed for mortgage professionals. Email Templates, object labels, workflows, all designed with an MLO in mind. Also it's pretty easy to design your own email templates and workflows based on the pre-existing ones.

Inconvénients

I have a texting app that does not integrate with JungoLeads but works perfectly fine with Salesforce leads. Furthermore, salesforce leads object works perfectly fine so, I'm not sure what advantage there is to Jungo Leads anyways..

Avantages

The idea is great, the vision of the salesman was amazing

Inconvénients

There is zero help, everything is back to Salesforce

Avantages

that it is very customizable, intergrades with everything I can possibly need.

Inconvénients

the support is very weak. follow up on cases is not very consistent or efficient. support staff are generally new and not very knowledgeable.

Avantages

Jungo's customizability allows you to create leverage and efficiencies in whatever workflow you've designed. Another plus is how easily it integrates with other software. And the mobile version is robust and well laid out. But Jungo's greatest strength is how knowledgeable and helpful their support team is. It starts at the top and includes everyone you interact with.

Inconvénients

The flip-side to customizable is complexity. I'm comfortable with CRMs - the logic behind what they try to do, however, I have friends who aren't and Jungo wasn't a good fit for them. The Closing Email of the Week is a perfect example of not being easy to use or execute. I wish Jungo offered more around marketing automation, without needing a full-time IT person and/or coding knowledge.

Avantages

Centrally organized communication hub and client management

Inconvénients

cumbersome to learn, if not set up correctly in the beginning will loose valuable time cleaning up

Avantages

If you are a programmer this product is insane. It can do pretty much anything you need or want

Inconvénients

Difficulty in customization and customer support is extremely spotty. I am currently waiting for resolution on case that i opened over 30 days ago about how Jungo is spam blocked when i create a mass email to my client base ..... extremely frustrating!!!!!!!!!!!! sending a mass email to your client data base is a basic function of a marketing program. I also had an issue with a workflow in which an extremely helpful support person named [SENSITIVE CONTENT] assisted me for over 30 minutes and took her time to walk me through the entire process.

Avantages

The automated processes/tasks/emails make for a seamless client experience. We greatly appreciate the extent to which we can customize Jungo for exactly what we need.

Inconvénients

It takes quite a bit of work on the back end to set up or make updates. You need someone who can devote significant time/attention to getting it set up.

Avantages

I really appreciate the ability to see and track our whole pipeline. In additions, assigning tasks and tracking my tasks and the teams tasks.

Inconvénients

Sometimes it takes a while to get new things set up and working properly.

Avantages

The ability to track leads and my own productivity.

Inconvénients

I don't love the pre-written campaigns. I don't think they are very powerful but I'll be going in and editing and put my own spin on them. I'm looking into figuring out how to implement an entire automated CRM follow up that includes time delayed email, text, and voice drops.

Avantages

It took some time to create, but we have implemented email updating to clients when certain milestones are met in the mortgage process. Jungo integrates with our Loan Origination System (Encompass), and when the status changes, clients are immediately and automatically emailed an update. It's real crowd pleaser.

Inconvénients

Jungo is complex and fairly difficult to learn to use, and the integration with existing business systems is complicated. The power is because of the complexity, fo course. Once learned and integration complete, though, it's great.

Avantages

Features that are easy out-of-the-box. One place to hold your data. Endless customization and automation. Reports and dashboards are easy to set up and great for analyzing productivity and future pipeline.

Inconvénients

May need to hire additional help if you want a good amount of customization. Learning curve can be more steep than others.

Avantages

This application can do ANYTHING and is extremely powerful. Very customizable.

Inconvénients

It's hard to get on the phone with the tech department. They are often slow to solve the issue. I've been using this platform since 2012... I've had lots of experience with reaching out to the tech department.

Avantages

Ease of use and large format display. Marketing templates are nice

Inconvénients

Learning support from videos. I don’t learn well this way.

Avantages

This software is fantastic to get an overall snapshot of your business ytd. The concierge service is amazing as well and will automatically send your clients holiday cards and gifts for 3 years. Huge for referrals.

Inconvénients

The one thing I wish this software had is the ability to email me when tasks are due. Sometimes I forget to check the crm one day and will miss tasks. Really wish the email functionality was better. Also, It is incredibly complex, and you almost need a full time assistant to really dig into all the functionality it has.

Avantages

Flexibility. Anything you can think of for it to do, it can do.

Inconvénients

Implementation and use. Difficult if you're not a software programmer to make it do all the things it can. You need a consultant to be successful with it.

Avantages

Jungo provided me the organization that I needed to stay on track with my sales goals. Segmenting my database into actionable tasks gave me the direction I needed on a daily basis. I definitely closed more loans because of Jungo and the many automations that were happening without me even logging into the system.

Inconvénients

It can do a lot which can be overwhelming to some.

Avantages

Promised a lot of functionality but in reality it can't do very much.

Inconvénients

All features and tasks are riddled with functionality problems.