Jungo
Jungo is a mortgage CRM built on Salesforce for loan officers.
What Jungo 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 activity, and team task creation. Centralized multi-channel marketing supports consistent branding, while automated email alerts can notify clients about milestones such as submission to underwriting or approval. Jungo says DocsBar or Floify can manage loan documents and correspondence, and describes the CRM as encrypted. Its LOS sync supports customizable field mapping, pipeline updates, and data updates every 15 minutes. 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. A 7-day trial is listed; integration partner accounts are required for their features.
Good
- Captures and distributes leads from named providers.
- Automates loan updates, marketing activity, and team tasks.
- LOS sync updates data every 15 minutes.
- Salesforce Mobile App integration supports pipeline and loan updates.
- Includes two live onboarding sessions for subscribers.
Watch out
- No free plan is listed.
- Jungo Lite has a one-year minimum contract.
- Jungo Lite has a $249 one-time setup fee.
- Partner accounts are required for partner features.
Who it suits
It suits loan officers seeking Salesforce-based lead, pipeline, marketing, and borrower management tools. Teams relying on integration partners should account for the required partner accounts.
Verdict
Jungo brings lead management, loan workflows, marketing, and LOS syncing into a Salesforce-based CRM. Review contract and setup costs, along with partner account requirements, when evaluating the listed starting plan.
Plans and prices
From Jungo's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Jungo Lite (annually billed) | $96 | minimum 1-year annual contract · $249 one-time setup fee · integration partner accounts required for their features · per user per month, billed annually |
| Jungo Mortgage App (monthly display) | $119 a month | minimum 1-year contract · $299 one-time setup fee · integration partner accounts required for their features · per user per month; annual contract, billed annually or monthly |
| Jungo Bundle (annually billed) | $125 | minimum 1-year annual contract · $299 one-time setup fee · per user per month, billed annually |
| Jungo Bundle (monthly display) | $149 a month | minimum 1-year contract · $299 one-time setup fee · per user per month; annual contract, billed annually or monthly |
| Jungo Enterprise | Priced on request | custom offer · minimum 1-year contract · annual contract; billed annually or monthly |
The facts
Each one read from Jungo's own pages, with the date it was checked.
What it does
- Audience
- Jungo says it provides marketing, co-marketing, compliance, and CRM solutions for financial industry experts.checked 4 Oct 2026
- Automation
- It automates tasks including loan status updates, marketing efforts, and task creation for teams.checked 4 Oct 2026
- Enterprise features
- The Enterprise plan includes custom onboarding, developer support, and enterprise-level security.checked 4 Oct 2026
- Integrations
- Jungo lists integrations including Salesforce, Encompass, Calyx Point, Velocity, LendingPad, Floify, Mortgage Coach, BombBomb, Mortech, and Blend.checked 4 Oct 2026
- Lead management
- The CRM can capture, segment, and distribute leads from providers such as Zillow, LeadMailbox, and LendingTree.checked 4 Oct 2026
- Loan documents
- Jungo says DocsBar or Floify can manage loan documents and correspondence, and describes its CRM as encrypted.checked 4 Oct 2026
- Loan updates
- Automated email alerts can notify clients at loan milestones such as submission to underwriting or approval.checked 4 Oct 2026
- Marketing
- The product offers centralized multi-channel marketing with consistent branding and enterprise-volume scaling.checked 4 Oct 2026
- Mobile access
- Jungo says users can manage their pipeline, meetings, events, and loan updates through the Salesforce Mobile App integration.checked 4 Oct 2026
- Product
- Jungo describes itself as a mortgage CRM built on Salesforce for loan officers.checked 4 Oct 2026
- Support
- Subscribers receive two live onboarding sessions, access to an online training library, and phone or web support.checked 4 Oct 2026
The company
- Company history
- Jungo says it has more than a decade of experience creating and integrating solutions for the financial services industry.checked 4 Oct 2026
- Founded
- 2005checked 28 Sep 2026
- Headquarters
- San Diego, California, United Stateschecked 28 Sep 2026
Where it runs
- LOS integration
- Its LOS sync supports customizable field mapping, automated pipeline updates, and data updates every 15 minutes.checked 4 Oct 2026
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