Jungo

Avantages

I like that it's based on Salesforce and has a lot of configuration and customization options. I like that they did put an effort into customizing it for our specific industry. Even if it wasn't an immediate fit out of the box for the way we operate, we've been able to make modifications to better fit how we do business between my efforts and Jungo support. Support is friendly, which is a bonus.

Inconvénients

Because it's built on Salesforce, it's a technical product to use. If you're not technically competent, I'd steer clear of any systems based on Salesforce unless you want to invest more money into customizations that you may want to make. Even though Jungo is customized for our industry, we found that we still needed to make many changes (some at an extra cost over and above the subscription fee) to have it work the way we wanted. Support, although very friendly and helpful, can be quite slow. You'll be opening up tickets via email (support calls, if you can find a number, go to voice mail 98% of the time). You'll have to be patient if you're used to quick support. The last con I can think of is Country specific. Jungo is based in the USA and we're based in Canada. We find that much of the provided material is American and doesn't apply to Canadians (some does...). There are also features that aren't available in Canada, such as anything that relies on MLS connectivity as the systems are different between the USA and Canada (at least at the of this writing in June 2020).

Avantages

Jungo was onboarded before I joined the team, but everyone says starting up with it was a breeze. I love how much information can be added to a client's profile, and how dedicated the Jungo team is to building out lots of APIs to streamline workflows across multiple programs. I have never had an issue with with the database going offline when I'm trying to work.

Inconvénients

None of the automation functions have ever worked for me: workflows, Reffinity, even Twillio are all dead-ends. I have been speaking to support on and off for months and have seen no resolution. The workflows are incredibly cryptic in their buildouts, and all of the time that could be saved by their functions is wasted in trying to make them work. Reporting is busted and absolutely unusable, and requesting data downloads for offline storage is so much more trouble than it should be. On top of all of that, the client fields are arranged in a way that likely makes sense in a code array but is not intuitive at all to human users, and annoying quirks (like the task confirmation pop-up that obscures the search bar) feel out of sync with actual use cases. Jungo frequently feels like a ship that is sinking under the weight of its information cargo, where I want it to feel like a steam engine that runs faster and smoother every time I feed more fuel-- which is to say, data-- to the fire that keeps it running.

Avantages

I like Jungo because it's customized to the mortgage industry. It allows users to utilize the enormous power of Salesforce but not get bogged down by all the utilities. I really enjoy the closing email of the week because it gives you weekly content for your clients and prospects.

Inconvénients

The customer service department is snail crawl slow. They are very slow to respond to issues and they still have to check in with Salesforce, which makes it even slower. Many of the tools that they advertise don't work, at least for us, I.e."the Property Listing", "Ijungo Concierge" etc.

Avantages

I used Jungo for roughly 8-9 months. The only reason I changed CRMs was the brokerage i ended up moving to, required us to use a specific CRM that they had set up. The monthly cost is relatively low, the customer support is great, and they always have something being upgraded. I absolutely loved using this as a mortgage broker.

Inconvénients

It was nothing about the software, it was about how Salesforce, even after i paid them all the way through my contract date, ended up suing me for 3 months worth of costs. They forgot to shut it off when i sent in the email to shut it off and then blamed it on me after i brought it to their attention. They have since stopped their efforts of collection, but that was after i got over 30 emails from a crazy attorney out in Arizona. MAKE SURE YOU GET A CONFIRMATION EMAIL WHEN YOU CANCEL YOUR ACCOUNT.

Alternatives envisagées 

Avantages

Today we live in a world that the ONLY sustainable advantage is world-class service with a customized Client experience. You may be able to provide great service but it cannot be world-class or customized without your data be in one central hub . Jungo Mortgage CRM is a required tool that is used almost every minute of the day to create an impactful 360 experience for all parties that are involved in a transaction with my firm (e.g. the family we are serving as their trusted Mortgage Planner, the Seller, the Realtors, the attorney & my crew). Yes, it is powerful out of the box and it is plug and play but very simple to customize and integrate with 3rd parties (e.g. Mortgage Coach, Encompass), if you desire & then ...Jungo Mortgage CRM is supercharged and keeps people informed that need to be not just before but during and also after the transaction.

Inconvénients

I must be transparent...I truly wish there was a number to a poof an answer but with that said, a support ticket is processed swiftly and the person taking care of the item know what they are doing and the give the right answer on the first interaction.

Avantages

I like that it helps you organize contacts

Inconvénients

you have to be a software engineer or hire a full time person to figure out how to use it. nothing is as simple as click a button to email everyone on your list. there are so many hoops and buttons to push and weed through that i'm actually going to cancel my account.

Avantages

It does what I need. keeps my calendar, sends out mass email, great support when needed, keeps all of the information on my database, customized to my industry.

Inconvénients

Although sales force is the back engine, I hate it when they get involved because I am not a tech person. they don't break down features to bread crumbs with step by step directions. I don't care for the automated response because it never is what I am looking for. it is hard to keep it attached to my outlook as a "add-on." Lighting Experience is a bit over the top to use and the fact that you have to do some of the items in classic and then back to Lighting makes me scratch my head as to "why?"

Avantages

The amount of data on a contact was very detailed.

Inconvénients

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

Avantages

I love the organization & editability of the fields for customization & integrations! I love how it evolves or is capable of evolving toward ours and so manys different business needs!

Inconvénients

I think the interface/dashboard & back end coding acceptions could be more flexible. I wish the how to videos would have a knowledge expert point of contact. I wish for the campaigns we could download or view all flyers/ads that go out so we can show management what is going out there on our behalf & a would love a way for our branding to synced with jungo campaigns auto sycnc and swap our images, logo, branding to personalize campaigns with ease. Not everyone is an HTML guru! Thanks for asking!

Alternatives envisagées 

Pourquoi choisir Jungo 

Pourquoi passer à Jungo

Avantages

Every Contact I have made over the past 20 years is contained in Jungo. Each and every loan I do for my Clients is in Jungo which can easily be sorted by current interest rates, loan amount, city, etc.
I love the different campaigns. For example, when I receive a Lead, Jungo will send out an email thanking my Referral Partner or Client immediately. I follow up with a personal handwritten note and log this into Jungo, as well.

Inconvénients

I guess it's not what I "least" like ... it's more like ... I truly wish I had the time to learn the many applications and opportunities Jungo provides. I get so caught up in my day-to-day job, that I don't have the time to better utilize Jungo.

Avantages

My favorite thing about Jungo is the ability to customize the platform. Our industry is in a state of constant change, and your CRM needs to be able to change with it. The close second is all the integrations you can add to SalesForce. This CRM has been able to grow with me from a single LO, to a team, to owner of my own mortgage brokerage.

Inconvénients

The user interface is difficult for some. The CRM has a long learning curve as well.

Avantages

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

Inconvénients

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

Avantages

I like that it is extremely customizable.

Inconvénients

Report building is extremely difficult and can be limited if you don't know the system through and through. This is my biggest issue, my job relies on viewing data based off of reports we pull. It can be difficult to create super customization reports. (For example: eliminating different groups, while excluding loans with specific triggers). In other Crm's I've used in the past, this has been very simple,. But for some reason in jungo it seems like report building can be limiting.

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

It is the Salesforce platform so very customizable

Inconvénients

Customer support is lacking. Some of the fields are managed and you have to pay for the changes.

Avantages

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!

Inconvénients

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

Avantages

the software manages my database with little effort and allows me to customize and control my marketing

Inconvénients

it is a powerful software that does more than I will ever use. there are rarely options for getting quick questions answered when their massive video library doesn't have what you are looking for. Requires a ticket submission and at least 24-48 hours

Avantages

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.

Inconvénients

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.

Avantages

Reminders and notes are extremely important in this business. This system gives that but is much more robust. Alleviates having to buy a lot of extras to do the same job.

Inconvénients

Customizing the drip campaigns has been very challenging. Using the existing drips is a no-brainer, but customization is not easy at all.

Avantages

The system has incredible capabilities and is completely customizable, more so than any other CRM I have considered.

Inconvénients

Jungo is so customizable that it can be confusing and overwhelming. The support is always helpful and knowledgable. The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be frustrating if you need more assistance.

Avantages

I like my daily custom reports and weekly Reffinity referral partner reports (which absolutely generate more referrals). Encompass integration is great too. Once set up all functionality is outstanding.

Inconvénients

The learning curve and getting everything setup is extremely complex. I feel like I'm halfway to being a real web developer now. Instructions for integrations and such are many steps and complex, but support team is helpful.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

Easy to enter new clients. Customizable features.

Inconvénients

The learning curve is too high for some features. Difficult to learn some features like mass email sending and tracking and workflows and flows.

Avantages

I like the templates and being able to track every aspect of the file that I want along with being able to prioritize follow ups and send automated emails out with the click of a button.

Inconvénients

The most troublesome part of this software was uploading my database. If you don't get all of the fields entered in correctly. I did rely on tech support to help me with this process. I don't like the fact that you have to purchase each component separately, if you want to track email conversations it is an additional cost etc. Many other CRMs have all of these components already factored into their one monthly fee.

Avantages

It's part of a major platform - Salesforce.

Inconvénients

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?

Avantages

Its a customized version of SalesForce, with hands on customer support

Inconvénients

Nothing is perfect & there is a learning curve

Avantages

It works very fast and integrates with all my needs to allow for better time usage and follow up on task/clients. Also since it is cloud based I can use on all my devices.

Inconvénients

The Lightning version could use a little cleaning up on interface.

Avantages

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

Inconvénients

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

Avantages

I love the customization options with the software, as well as the automation of loan milestone and loan anniversary tasks.

Inconvénients

The software can do about ANYTHING, but I have trouble figuring out the Workflows without being afraid of messing something up. User issue!

Avantages

The ease of use and automation. It was easy to get up and running with minimal training.

Inconvénients

Not all features are available in Canada, yet we don't get a discount for the lack of services available

Avantages

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

Inconvénients

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

Avantages

This software is very robust. I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business.

Inconvénients

I came from no CRM before using Jungo so it was A LOT to take in. The program can do so much that it was a bit overwhelming at first. The online training helps a bit to get started but it's best to focus on just one aspect at a time to not be overwhelmed

Alternatives envisagées 

Pourquoi passer à Jungo

Avantages

Jungo did an awesome job of creating mortgage campaigns and layout in Salesforce.

Inconvénients

integration with other apps is a pain as you have to call other companies to work with you on setting up within Salesforce.

Avantages

I like the fact that I can fully customize my workflows and follow up with my clients.

Inconvénients

it is difficult to set up automation with api and other software.

Avantages

Jungo is easy to use and easy to learn
Customization
automation
add ins
training center

Inconvénients

Sometimes difficult to create reports
the structure of creating a view with the logic
exporting into another program ( like excel)

Avantages

I'm still learning but there are so many options to help organize my day. The more you use it the more helpful it becomes.

Inconvénients

It was a lot to take in but my questions were answered quickly and again, the more you use it the more familiar you get.

Avantages

The software is user friendly. You can setup multiple templates to give your database organized and there are several campaigns to use.

Inconvénients

If you ever need help, you'll have to teach yourself. Assistance is on pacific time zone and it's impossible to get someone to help you with a problem from A-Z.

Avantages

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

Inconvénients

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.

Avantages

The supposed CRM was FALSELY portrayed as a huge CRM that would Organize, Build, Create Consistency with perfect Automation along with an array of other facets & recesorces. Which is what would have been LIKED-MOST, but WAS NOT!

Inconvénients

The 2-Day (free) CRASH-COURSE provided, with the expectancy of one to learn & retain a Monsterous-Engine that requires one to self-build an EXTREMELY CUMBERSOME-Non User-friendly CRM. What an unrealistic expectation to have for an average non-techy customer.

Nice for the provider though. Great way to suck someone in only to suck them dry in additional monies spent.

Avantages

Ease of access and features are helpful in our everyday use

Inconvénients

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

Avantages

Is that its stays with me regardless of the other systems i use or brokerages join

Inconvénients

As i work my way through to details, i would know more. for now, the only limit is me.

Avantages

This software is a must have for any mortgage professional. A little tedious to get going but once youre up and running it is amazing. The staff are awesome as well to help get you there.

Inconvénients

Customization is a bit tough and we are finding it is taking a long time to hear back on some of the requests. Overall, the team is great and helpful.

Avantages

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.

Inconvénients

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.

Avantages

The sales pitch and the potential features looked great.
Awesome in theory but in practice totally useless but again this is likely due to the support team being grossly inefficient.

Inconvénients

Follow through from service. Implementation was impossible. Similar complain many mortgage brokers in Canada have.

Avantages

Marketing Campaigns make it smooth to stay in touch with clients and business partners.

Inconvénients

Configuring reports. I have to create support tickets because the detailed reports needed tend to be difficult to create.

Avantages

I like being able to see my pipeline at a glance. I like the integration with my email for tracking and for keeping notes on each file. The task options have helped remind me to reach out to borrowers that in the past I would have missed.

Inconvénients

It took some time to learn and implement. There is so much more I feel like I could use if I had the time to figure it out. I suggest a 3 and 6 month review to show more advanced options.

Alternatives envisagées 

Pourquoi passer à Jungo

Avantages

The ability to customize your CRM is unbelievable. There's so much that you can do to ensure that it fits your business needs. They have so many resources available to help you find the solution to any issues you run into throughout the process.

Inconvénients

I wish there were more videos on flows and articles with field options for workflows. Not all of the workflows will execute the way they are expected but it's like figuring out a puzzle. You need to find the right piece.

Avantages

Capturing client information.
ease of accessing clients
sorting

Inconvénients

Difficulty to generate auto emails.
needs bigger marketing material

Alternatives envisagées 

Pourquoi choisir Jungo 

Pourquoi passer à Jungo