Jungo

Consulting

About

Operating since 2005 from Fifth Avenue in Hillcrest, Jungo is the Salesforce-native mortgage CRM platform dedicated to loan originators, real estate agents, and wealth management teams, with integrations across Ellie Mae Encompass, Mortgage Coach, Optimal Blue, and Homebot. The platform's bi-directional LOS sync pushes borrower, appraiser, escrow, title, and listing-agent data between Encompass and the CRM without double entry, a workflow that closes the loop on buyer-side referrals from agents including Todd Armstrong & Associates at Compass. Pre-built marketing automations handle birthday, loan-anniversary, and post-close drip sequences with loan-officer-branded templates pulled from a library of hundreds of pre-built assets. Total-Cost Analysis and Rent-vs-Own reports generate directly from the CRM for purchase-pipeline prospects using live rate inputs. The wealth-management implementation track adapts the same Salesforce architecture to household financial planning workflows, the migration path Zermatt Wealth Partners LLC and peer RIA teams take when moving off generic CRM. The most complex engagements are enterprise Salesforce implementations for multi-branch lenders, combining custom object design, LOS integration, compliance audit trails, and multi-team reporting dashboards on one Salesforce org.

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