My Detailed Review of Jungo CRM in 2025: Key Takeaways

What Does Jungo CRM Do?

Presenting a “mortgage ecosystem,” Jungo Mortgage CRM is all set to be a one-stop solution for mortgage professionals with Salesforce. Jungo pricing is on a per user per year basis with a $249 setup fee.

Some of its strengths include offering mortgage-specific co-marketing materials for MLS and realtors, although the templated content is often considered generic and difficult to tailor by reviewers.

New customers switching over from Jungo tell us that it has a steep learning curve because Jungo Mortgage CRM is heavily based on SalesForce support and features, which translates into customization and integrations with the need to work with both companies in order to implement. So if fast adoption is your priority, there may be better options.

Key Features of Jungo CRM

Let Jungo do your marketing for you! Jungo provides email templates and drip campaigns for every type of contact in your database, meaning you can effortlessly, automatically, and always be educating your cold leads, nurturing those that already exist in your database, and delighting past clients!

Automation: Save time by automating repetitive tasks—communicate and distribute leads. Completely customizable for your process, and it frees your time to spend on the high-value tasks that really count.

Email Marketing: Let Jungo handle the marketing so you can save time and close more business. From email templates to market to your entire database, to nurture campaigns to contact new leads on a regular basis, and drip campaigns to remain in touch with past clients.

Video Marketing: Use video to set yourself apart from your competition! Jungo has a native integration with BombBomb; you can send video emails straight from your Jungo account. From there, build trust, increase your pipeline conversion, and generate more referral business.

Co-Marketing: Jungo can help you develop profitable relationships with your referral partners. With the proper co-branding in place, you can easily customize Jungo’s emails, flyers, and post-closing gifts. Then, using custom reporting, determine who your most profitable relationships are.

LOS Integrations: Integrate into the top loan origination software to synchronize all your loan data into Jungo and set up automation as new loans come in.

Reporting and Analytics: One of the most important features of Jungo is that you see all aspects of your business with live data, which means it can help you make crucial decisions based on the numbers in real time. 

This is because Jungo provides a configurable dashboard and reports that allow one to garner invaluable insight into the pipeline. This also gives you an opportunity to see who your top-performing loan officers are, plus the leads you need to follow up with and the outstanding tasks you must complete.

Segmentation: Segment your database easily to send highly individualized and precisely targeted messages that will help you grow your pipeline. 

Safe Document Management: With Jungo’s Secure Mortgage CRM, you keep all your client communications and documentation in one place. Already use Floify? Jungo integrates directly with Floify.

Property Listing Function: The Property Listing function within the CRM combines seamlessly with Salesforce to ensure mortgage professionals manage and easily share property details within their CRM. 

This feature streamlines workflow, improves organization, and provides a seamless experience for clients, making it an important tool for a mortgage professional.

Closing Email of the Week: To let you relate with your customers in a more humane manner, Jungo offers you a collection of targeted emails. This way, it helps you relate faster, easier, and more productively. 

The closing email and social media marketing library are refreshed every week, so you don’t have to worry too much about the marketing side, but more about the higher-priority tasks that need to be done. 

Pricing Plan

Jungo only provides yearly contracts, so for a sole user, they will have to pay either $1,499 upfront or 12 payments of $149 per month ($1,788). This pricing is exclusive of phone functionality.

Is Jungo CRM Easy to Use?

While Salesforce isn’t as user-friendly, Jungo CRM utilizes that structure and its many apps, while integrating a vast eco-structure of additional apps, to make your workflow smoother.

You can stack multiple Salesforce apps in Jungo to extend your lead and partner management capabilities to meet your exact needs. 

So, it may take some time to set-up, but by the end of the day, you get a user-friendly but feature-rich system that matches perfectly with your business requirements.

Which Companies Work With Jungo CRM

• Benchmark Mortgage
• HomeBridge Financial Services
• Fairway Independent Mortgage Corporation 

Last Thoughts

In summary, Jungo CRM is feature-rich and built for a mortgage professional requiring the underlying infrastructure provided by Salesforce. 

With real-time tracking and reporting being a strong point, the weaknesses that are present lie in the fact that it is a Salesforce add-on, so it may be a little slower and more awkward to use, and hence take longer to resolve issues. 

The overall automation, email marketing, and co-marketing are very comprehensive, so it really is an attractive solution for that reason to invest in the learning curve. 

For mortgage companies in need of a full-featured CRM system with powerful analytics and integration options, Jungo CRM is a solid candidate.