Now, you can quickly pull records from your Jungo database – based on queries such as “closed within the last 2 years” – and send hundreds of customized Total Cost Analysis and Mortgage Review Presentations with a few simple clicks.
Create a lookup in your database, such as “closed with a rate of 5%” or “closed within the last 2 years” and select relevant loan options for your Mortgage Review presentations.
Push the client data to Mortgage Coach directly from Jungo with a single click, eliminating double entry of data.
Mortgage Coach creates a Total Cost Analysis for each contact and links it to the contact record in Jungo.
Jungo automatically sends Single/Bulk Mortgage Review alert emails, with a link to the Total Cost Analysis.
Presentations are archived within each contact record for quick reference.