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Head-to-head · Mortgage CRM Software

Total Expert vs Jungo

  • Updated Oct 2026
  • Both researched from official sources
  • 9 checks side by side
Higher score Total Expert #2 in Mortgage CRM Software 8.8/10 Free plan Free plan✓ 7 of 7 features Visit Total Expert
Jungo #11 in Mortgage CRM Software 7.6/10 7-day trial Free trial✓ 7 of 7 features Visit Jungo

Total Expert leads on 1 check, Jungo on 1, and 7 are even. Who comes out ahead on the 9 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTotal Expert · 8.8/10
  • Lowest starting priceJungo · $96/user/mo
  • Free planonly Total Expert
  • Free trialonly Jungo

Total Expert scores higher on our rubric for mortgage crm software: 8.8 against 7.6 out of 10; our editors rank them #2 and #11.

Total Expert offers free plan; Jungo doesn't. Jungo is cheaper to start at $96/user/mo against $100/user/mo.

Total Expert is the better fit for teams prioritizing value and compliance. Jungo is the better fit for established teams needing mature LOS connectivity.

  • Total Expert fits best

    Teams prioritizing value and compliance

  • Jungo fits best

    Established teams needing mature LOS connectivity

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Total Expert 8.8/10 Visit ↗ Jungo 7.6/10 Visit ↗
At a glance
Editor score 8.8 7.6
Ranking #2 in Mortgage CRM Software #11 in Mortgage CRM Software
Best for Teams prioritizing value and compliance Established teams needing mature LOS connectivity
Pricing model Free plan + paid Paid
Starting price $100/user/mo $96/user/mo (best)
Free plan ✓ (best) —
Free trial — 7 days
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web
Support Email, Live chat, Tickets, Docs Email, Phone, Docs
Integrations 7 integrations 12 integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Total Expert 7/7 · Jungo 7/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ ✓
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app ✓ ✓
Our review
Pros
  • Complimentary plan includes CRM access and marketing automation
  • Compliance workflows include approvals, disclosures, and audit trails
  • Loan-status synchronization keeps pipeline stages updated automatically
  • Connects borrower, referral-partner, pipeline, and lead workflows
  • Syncs with Encompass, Calyx Point, LendingPad, Blend, and other systems
  • Adds SMS automation, compliance controls, reporting, and mobile access
Cons
  • Premium pricing adds cost at $100 per user per month
  • Enterprise mortgage pricing requires a sales conversation
  • Broad functionality may exceed the needs of small teams
  • No free plan; the free offer is limited to a 7-day trial
  • Advanced features and LOS Sync are concentrated in higher tiers
  • Some SMS and integrations may require separate partner accounts
Our verdict

Total Expert is a customer engagement and CRM platform for mortgage lenders, banks, credit unions, and other financial institutions. It combines borrower and lead records, contact-level activity history, loan-status synchronization,…

Read the review →

Jungo is a mortgage-focused CRM built on Salesforce for loan officers and lending organizations. It brings borrower and contact records, loan pipeline tracking, referral-partner management, marketing automation, lead distribution,…

Read the review →
  1. Total ExpertMortgage CRM Software 8.8Free plan
  2. JungoMortgage CRM Software 7.67-day trial

Strengths and trade-offs

  • Total Expert — where it wins

    • Complimentary plan includes CRM access and marketing automation
    • Compliance workflows include approvals, disclosures, and audit trails
    • Loan-status synchronization keeps pipeline stages updated automatically

    Where it doesn't

    • Premium pricing adds cost at $100 per user per month
    • Enterprise mortgage pricing requires a sales conversation
    • Broad functionality may exceed the needs of small teams

  • Jungo — where it wins

    • Connects borrower, referral-partner, pipeline, and lead workflows
    • Syncs with Encompass, Calyx Point, LendingPad, Blend, and other systems
    • Adds SMS automation, compliance controls, reporting, and mobile access

    Where it doesn't

    • No free plan; the free offer is limited to a 7-day trial
    • Advanced features and LOS Sync are concentrated in higher tiers
    • Some SMS and integrations may require separate partner accounts

More comparisons

All mortgage CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update