Jungo
San Diego, California, United States
What it is
Jungo is a mortgage CRM built on Salesforce for loan officers. It captures, segments, and distributes leads from providers such as Zillow, LeadMailbox, and LendingTree, and automates loan-status updates, marketing tasks, and team task creation. Its centralized multi-channel marketing supports consistent branding and enterprise-volume scaling. Automated email alerts can update clients at loan milestones such as underwriting submission or approval. Jungo says DocsBar or Floify can manage loan documents and correspondence, and describes the CRM as encrypted. Its LOS sync offers customizable field mapping, automated pipeline updates, and data updates every 15 minutes. Listed integrations include Salesforce, Encompass, Calyx Point, Velocity, LendingPad, Floify, Mortgage Coach, BombBomb, Mortech, and Blend. Users can manage pipeline, meetings, events, and loan updates through Salesforce Mobile App integration. Pricing starts at $96/user/mo (annual); Jungo Lite has a minimum one-year contract and a $249 one-time setup fee. A 7-day trial is listed, and features from integration partners require partner accounts. Subscribers receive two live onboarding sessions, an online training library, and phone or web support.
For and against
For
- Captures and distributes leads from named providers.
- Automates loan updates, marketing, and team tasks.
- LOS data updates every 15 minutes.
- Includes two live onboarding sessions for subscribers.
- Supports mobile pipeline and loan updates through Salesforce.
Against
- No free plan is listed.
- Jungo Lite requires a one-year contract.
- Jungo Lite has a $249 one-time setup fee.
- Partner features require partner accounts.
The verdict
Jungo brings lead management, mortgage pipeline tasks, marketing, and milestone alerts into a Salesforce-based CRM. Account for its contract and setup requirements, and check whether partner accounts are needed for the integrations you plan to use.
Who it suits
Jungo is aimed at loan officers who need mortgage lead, pipeline, marketing, and client-update workflows. Its stated audience also includes financial industry experts seeking marketing, co-marketing, compliance, and CRM solutions.
Plans and prices
Jungo Lite (annually billed)
minimum 1-year annual contract · $249 one-time setup fee · integration partner accounts required for their features
Read 4 Oct 2026 · ijungo.com
Jungo Mortgage App (monthly display)
minimum 1-year contract · $299 one-time setup fee · integration partner accounts required for their features
Read 4 Oct 2026 · ijungo.com
Jungo Bundle (annually billed)
minimum 1-year annual contract · $299 one-time setup fee
Read 4 Oct 2026 · ijungo.com
Jungo Bundle (monthly display)
minimum 1-year contract · $299 one-time setup fee
Read 4 Oct 2026 · ijungo.com
Jungo Enterprise
custom offer · minimum 1-year contract
Read 4 Oct 2026 · ijungo.com
On the record
- Audience
- Jungo says it provides marketing, co-marketing, compliance, and CRM solutions for financial industry experts.ijungo.com · read 4 Oct 2026
- Automation
- It automates tasks including loan status updates, marketing efforts, and task creation for teams.ijungo.com · read 4 Oct 2026
- Company history
- Jungo says it has more than a decade of experience creating and integrating solutions for the financial services industry.ijungo.com · read 4 Oct 2026
- Enterprise features
- The Enterprise plan includes custom onboarding, developer support, and enterprise-level security.ijungo.com · read 4 Oct 2026
- Integrations
- Jungo lists integrations including Salesforce, Encompass, Calyx Point, Velocity, LendingPad, Floify, Mortgage Coach, BombBomb, Mortech, and Blend.ijungo.com · read 4 Oct 2026
- Lead management
- The CRM can capture, segment, and distribute leads from providers such as Zillow, LeadMailbox, and LendingTree.ijungo.com · read 4 Oct 2026
- Loan documents
- Jungo says DocsBar or Floify can manage loan documents and correspondence, and describes its CRM as encrypted.ijungo.com · read 4 Oct 2026
- Loan updates
- Automated email alerts can notify clients at loan milestones such as submission to underwriting or approval.ijungo.com · read 4 Oct 2026
- LOS integration
- Its LOS sync supports customizable field mapping, automated pipeline updates, and data updates every 15 minutes.ijungo.com · read 4 Oct 2026
- Marketing
- The product offers centralized multi-channel marketing with consistent branding and enterprise-volume scaling.ijungo.com · read 4 Oct 2026
- Mobile access
- Jungo says users can manage their pipeline, meetings, events, and loan updates through the Salesforce Mobile App integration.ijungo.com · read 4 Oct 2026
- Product
- Jungo describes itself as a mortgage CRM built on Salesforce for loan officers.ijungo.com · read 4 Oct 2026
- Support
- Subscribers receive two live onboarding sessions, access to an online training library, and phone or web support.ijungo.com · read 4 Oct 2026
