From Lead to Close: Part 2, The Loan Process

How-To Guides
Jungo CRM | Loan Process

There are five main items Jungo assists with during the loan process: Data, Marketing, Client and Partner Retention, Loan Document Management, and Reporting.

Jungo CRM | Loan Process

Data in the Loan Process

Our goal here at Jungo is to keep your processes as simple as possible. With this in mind, we have built direct integrations with the major LOS platforms. This sync pulls the loan data straight into Jungo to avoid double data entry.

Using your LOS Sync is as easy entering data into your LOS. On the next data pull, which happens roughly once an hour, that data will appear in Jungo. Any corresponding contacts will be updated or created, without the risk of duplicates.

Once that loan is created in Jungo and the contact has been updated, it’s time to get that loan closed! And Jungo will help you with that also.

Marketing Campaigns

There are two loan process email campaigns in Jungo, Dos and Dont’s During the Loan Process, and Loan Process Tips. These marketing campaigns will keep your borrower updated about the loan process at all times.. Both of these campaigns include multiple versions and can be automated or sent manually.

Automated Milestone Updates

These will alert both clients and partners as the loan hits a new milestone. This keeps everyone as informed during the entire process. Those alerts can be emails, videos, or text messages depending on your preference.

  • Email: Jungo comes out of the box with over 400 email templates, many of which are a part of these email updates. They are created to be completely customizable with your logo and disclaimers.
  • SMS: If your client or yourself prefers to send out these updates in a more personal way, you can send texts directly from Jungo.
  • Video: if you want to utilize video messaging Jungo is happy to help. We have integrations with some amazing video messaging apps like Vidyard and BombBomb. But if you are looking for a slightly more cost-effective solution we can also pull in links to videos you are hosting on platforms like YouTube and Vimeo and incorporate them either into your marketing.


You may also want to be updating those partners on the status of each one of their referrals. This is easy with Reffinity, an automated referral report feature in Jungo. Inform your partners about the loans in your pipeline that they referred your way. They will love being kept in the loop about where their referrals stand with you.

Jungo provides some out of the box solutions for loan document management during the loan process. You can upload files directly to Jungo so that all of your documents are in one place.

If you want to make your loan document gathering process even more seamless, Jungo also features a tool called Docsbar. Docsbar is a needs list generator that will allow you to create needs list emails.

Jungo also comes integrated with Floify. The Jungo + Floify integration allows you to login to Floify directly from within Jungo and automates your document gathering process.

As a loan officer or branch manager it is imperative that you have an eye on what is going on in your pipeline. Luckily, Jungo comes equipped with reports and dashboards tabs.


Reports in Jungo are basically online spreadsheets of data breakdowns to show you things such as, all the loans in your pipeline, how many tasks your assistant completed that day, closed volume year to date, and how many documents you are waiting on.


Don’t need a full breakdown? Head over to dashboards and get a quick visual recap of your entire database. There are various dashboards available and more can be created or customized.

Right away, you will have sales, analytics, and marketing dashboards to give you great feedback about your current standing.

As you can see, Jungo provides many solutions and features to start moving your loans through to close. Stay tuned for all the features and solutions we provide post-close.

Want to learn more about the Jungo? Please contact us today to request a free demo.