Jungo review
A mature mortgage CRM for teams that need Salesforce and LOS connectivity.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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, reporting, compliance workflows, and mobile access into one system. Its scope fits established mortgage teams that need more than basic contact management, particularly organizations connecting CRM activity with loan-origination systems and referral programs.
Pricing is structured around individual, bundled, and enterprise options, with annual and monthly billing displayed separately. Jungo Lite costs $96 per user per month when billed annually and includes drip campaigns, single-property websites, flyers, lead intake, a referral-partner portal, and integrations such as Homebot, Floify, BombBomb, Mortgage Coach, and DocsBar. The annual Jungo Bundle costs $125 per user per month and adds a drag-and-drop email editor, 500,000+ stock images, built-in SMS campaigns, LOS Sync, and the Leads App. Monthly pricing lists Jungo Mortgage App at $119 per user per month and Jungo Bundle at $149 per user per month. Enterprise adds custom onboarding, developer support, and enterprise-level security. A 7-day trial is available.
The platform’s ecosystem is a central reason to consider it. Integrations include Salesforce, Encompass, Calyx Point, Velocity, LendingPad, Byte, Floify, Mortgage Coach, BombBomb, Homebot, Blend, and Zapier. Lead capture, segmentation, round-robin assignment, automated distribution, SMS triggers, opt-outs, disclaimers, permissions, and access tracking extend the system beyond a simple sales database. Teams should choose Jungo when Salesforce-based workflows, LOS synchronization, and mortgage-specific marketing operations are priorities. Smaller teams seeking a free option, a simpler CRM, or a lower-cost entry point may prefer an alternative.
Jungo pros and cons
- 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
Jungo fact sheet, pricing and score →
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