Jungo has expanded its CRM integration with Mortgage Coach to further increase productivity for mortgage professionals
SAN DIEGO (PRWEB) JANUARY 25, 2018
Jungo has expanded its CRM integration with Mortgage Coach to further increase productivity for mortgage professionals. With a simple click, loan originators, marketing admins and executive management can now generate Mortgage Reviews for hundreds or thousands of customers all at once — directly from the CRM.
Jungo’s CRM technology integrates with popular industry softwares to increase productivity. “The Mortgage Coach integration is one of our most popular features,” says Mike Gulitz, CEO of Jungo. “The resulting reports are automatically emailed to each individual client and archived to the corresponding contact record in Jungo’s CRM for easy reference.”
Jungo-to-Mortgage Coach Integration Highlights
- Run batch or individual Mortgage Reviews based on filters such as “closed within the last two years” to stay in touch with clients and increase client retention.
- Run Total Cost Analysis reports directly from Jungo for potential home buyers.
- Run Rent vs. Own cost comparisons for potential home buyers.
- Eliminate double entry of data and save time.
- Initiate workflows for follow up calls and automatically assign to team members.
- Marketing teams or administrators can run and send reports on behalf of individual loan officers, maintaining company branding.
"In today's competitive environment, Jungo’s CRM and Enterprise Solutions provide a huge advantage to origination sales teams," Gulitz further notes. “Our Mortgage Coach integration can be customized to meet any company’s unique specifications."
Jungo offers pre-built technology and accelerated implementation services for financial service verticals – including the mortgage, real estate, and wealth management industries. With more than a decade of experience creating and integrating solutions for the financial services industries, Jungo is the preeminent expert in the field. Jungo’s innovative approach helps businesses connect with customers and drive sales.
To schedule a live demonstration of Jungo’s products and services, visit http://www.ijungo.com.
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Mortgage Coach is not included with a Jungo subscription: You must be a current subscriber to both Jungo and Mortgage Coach to use this feature.