In an industry where relationship-building is everything, mortgage and real estate professionals require more than just a traditional CRM. They need a system tailored specifically to their workflows, documents, compliance, and client communication. That’s exactly where Jungo CRM stands out — a specialized CRM solution built on Salesforce and designed specifically for the unique needs of mortgage lenders, loan officers, and real estate agents.
In this comprehensive guide, we’ll explore what makes Jungo CRM the go-to platform for the real estate and mortgage industry, highlight its most powerful features, and explain how it helps professionals close more deals, stay compliant, and scale their business.
What is Jungo CRM?
Jungo CRM is a cloud-based customer relationship management solution designed for the mortgage, real estate, and financial services sectors. It is built on top of the powerful Salesforce platform, offering users all the flexibility, automation, and scalability that Salesforce provides — but with industry-specific enhancements tailored to everyday workflows.
From lead management to post-closing follow-up, Jungo CRM streamlines the customer journey with tools built by industry experts, for industry professionals.
Key Features of Jungo CRM
1. Mortgage-Specific CRM Functionality
Unlike generic CRMs, Jungo includes built-in tools tailored to mortgage professionals, including:
- Loan milestone tracking
- Automated borrower and referral partner updates
- Pre-built mortgage marketing campaigns
- Lead distribution and routing
- Mortgage document management
These features reduce manual work and keep all stakeholders informed throughout the loan process.
2. Real Estate Agent Tools
For real estate agents, Jungo provides:
- Property marketing templates
- Drip campaigns for buyers and sellers
- Open house follow-ups
- Referral management
- Lead nurturing workflows
This makes Jungo a robust option for dual-role professionals or real estate teams seeking to centralize communication and boost conversion rates.
3. Pre-Built Marketing Automation
Jungo offers hundreds of pre-written, customizable email and SMS campaigns for:
- New leads
- Pre-approvals
- Purchase milestones
- Post-close engagement
- Birthday and loan anniversary messages
This enables consistent, timely communication that strengthens relationships with clients and referral partners — without requiring manual effort.
4. Robust Contact Management
Track leads, clients, realtors, financial partners, and vendors all in one place. Each contact record includes:
- Full communication history
- Deal stage tracking
- Marketing interactions
- Tasks and reminders
- Call notes and meeting logs
Jungo’s contact management system helps ensure no lead falls through the cracks and that every contact receives personalized, consistent service.
5. LOS (Loan Origination System) Integration
Jungo integrates with major LOS platforms, including:
- Encompass® by ICE Mortgage Technology
- Calyx Point®
- LendingPad®
- Byte Software®
These integrations allow bi-directional data sync between your LOS and CRM, eliminating double entry and ensuring real-time updates across platforms.
6. Reporting and Business Intelligence
Jungo offers powerful, customizable dashboards and reports to track:
- Sales pipelines
- Lead source performance
- Referral partner ROI
- Marketing campaign success
- Closing ratios and loan types
This data-driven approach allows mortgage and real estate professionals to make smarter business decisions and optimize performance.
7. Mobile CRM Access
With the Salesforce mobile app, users can access Jungo on the go — ideal for real estate agents at showings or loan officers meeting clients in the field. You can:
- View and update contact records
- Send emails and texts
- Log calls and meetings
- Review your pipeline
- Receive task reminders
Jungo CRM for Mortgage Professionals: Why It’s a Game-Changer
Automated Loan Milestone Updates
Loan officers can automatically notify borrowers and referral partners when a loan reaches milestones such as:
- Application received
- Loan submitted
- Appraisal ordered
- Clear to close
- Loan funded
This keeps everyone in the loop and builds trust, while freeing up your team to focus on originating more loans.
Built-In Compliance Tools
Jungo helps with documentation, disclosures, and audit trails — supporting a compliance-first workflow. Templates and approval processes help users adhere to legal and lender-specific guidelines.
Efficient Referral Management
Jungo makes it easy to track referral partners, assign leads, and measure ROI from every source — helping you invest more in relationships that bring results.
Jungo CRM Pricing and Packages
Jungo CRM pricing is customized based on team size and features required, but most plans include:
- Core CRM functionality
- Marketing automation
- Custom templates
- Training and onboarding
- Customer support
Users should contact the Jungo sales team directly for a quote. While not the cheapest CRM on the market, it delivers immense value for industry-specific needs, often paying for itself in time savings and increased loan volume.
Jungo CRM vs Other CRM Platforms
| Feature | Jungo CRM | Salesforce CRM | HubSpot CRM | Zoho CRM |
|---|---|---|---|---|
| Industry-Specific for Mortgage | ✅ | ❌ | ❌ | ❌ |
| LOS Integration | ✅ | ❌ | ❌ | ⚠️ (limited) |
| Pre-Written Mortgage Campaigns | ✅ | ❌ | ❌ | ❌ |
| Referral Partner Management | ✅ | ⚠️ | ⚠️ | ⚠️ |
| Built on Salesforce | ✅ | ✅ | ❌ | ❌ |
| Custom Workflows | ✅ | ✅ | ✅ | ✅ |
| Price Point | Mid-High | High | Free / Mid | Low-Mid |
Jungo stands apart by offering mortgage and real estate professionals exactly what they need, without having to customize a generic CRM platform.
Who Should Use Jungo CRM?
Jungo CRM is the ideal choice for:
- Loan officers and mortgage brokers who want to automate lead management and borrower communication
- Real estate agents and teams looking for integrated tools to convert leads and stay in touch
- Mortgage companies that need centralized CRM and LOS integration
- Broker-owners who want to manage pipelines, marketing, and team performance in one place
If you’re in the mortgage or real estate space and want a system that understands your business out of the box — Jungo CRM is made for you.
How to Get Started with Jungo CRM
- Schedule a Demo: Visit jungo.com to book a personalized product walkthrough.
- Onboarding & Training: Work with Jungo’s implementation team to customize the platform to your workflow.
- Connect LOS and Tools: Integrate your existing loan origination system, email, calendar, and more.
- Launch and Automate: Start using pre-built workflows, campaigns, and automations immediately.
- Track and Optimize: Use Jungo’s reports to improve conversion rates, close more deals, and grow your business.
Conclusion: Is Jungo CRM Right for You?
Jungo CRM is not just another CRM — it’s a purpose-built solution for mortgage and real estate professionals who need automation, customization, and compliance features tailored to their daily operations.
With its robust Salesforce foundation, mortgage-specific tools, powerful integrations, and user-friendly automation features, Jungo helps you stay organized, impress clients, and close more deals — all while saving time.