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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.

Description

Enhance your connections with top-tier integrations and reporting tools to maximize the utility of your data. By establishing a unified source of truth, you can glean more actionable insights that facilitate a profound understanding of your customers and their financial paths, ultimately transforming engagement and enhancing the overall customer experience. Build a data-driven ecosystem at the heart of your sales and marketing efforts. Use these insights to analyze performance metrics and gain a clearer picture of your return on investment. Total Expert serves as a uniquely designed CRM and customer engagement platform tailored specifically for banks. Institutions that collaborate with Total Expert experience growth at 2.2 times the industry average, fostering stronger customer relationships, increasing retention rates, and achieving higher levels of customer satisfaction—all through a balanced blend of digital and human interactions. This approach not only streamlines operations but also ensures that customer needs are prioritized at every touchpoint.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

TrustEngine
COZYROC SSIS+ Suite
Calyx Point
Encompass
Salesforce
Spinify
Zapier

Integrations

TrustEngine
COZYROC SSIS+ Suite
Calyx Point
Encompass
Salesforce
Spinify
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Jungo

Founded

2005

Country

United States

Website

ijungo.com

Vendor Details

Company Name

Total Expert

Founded

2012

Country

United States

Website

totalexpert.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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