Mortgage CRM

Mortgage CRM that is the loan — not a second database next to the LOS.

Salesforce-native. Same record as the POS and Partner Hub. Bidirectional to the LOS you already run.

Jungo already sells “Salesforce without the build.” We are not pretending that pitch is new. The difference is the loan file: POS, partners, campaigns, and AI on one LOS-backed record. Encompass is live first. Other leading LOS next.

Book 30 minutes

Same record

CRM is not a sidecar

Lead, loan, partner, and comms share the file. LOS stays system of record.

Salesforce-native

The CRM is the Salesforce loan record. Your org. Your sharing. Not a shadow database we host beside the LOS.

Same record as the POS

Both borrowers on one application. Lending Hub / POS writes the file the LO already works.

Same record as Partner Hub

Realtors and referral partners live next to the loan. Partner Hub is the partner CRM, not a second book.

Bidirectional to the LOS

LOS stays system of record. We sync. We do not replace. Encompass is the current integration. Keep the LOS. Fix the front door.

Honest about the category

If you want Salesforce configured for mortgage without a custom build, Jungo already sells that sentence. We will not out-slogan it.

What we will show: one file for POS, partners, campaigns, and AI — synced to the LOS you already run. That is the CRM.

Walk the loan as the CRM.

Outlook Bookings. No public pricing.

Book 30 minutes