Mortgage Apps and the Salesforce AppExchange: Why Should You Care?

Loan Officer Tools
Why You Should Care About Mortgage Apps and the Salesforce AppExchange

Today’s mortgage originators have more tools available to them than ever. And some of the most valuable are mortgage apps! Sales tools that work together seamlessly with your CRM are a great way to leverage the data and resources that you have access to. 

Why You Should Care About Mortgage Apps and the Salesforce AppExchange

If you’re not sure where to start when it comes to mortgage apps, the Salesforce AppExchange is a great place to start. The Salesforce AppExchange features thousands of apps that integrate directly with your CRM. These tools will save you time and help you sell more mortgages, with less effort. 

Here’s what we’re going to cover today:

  1. What is the Salesforce AppExchange?
  2. Why should you care about integrating apps into your CRM? 
  3. What are some of the most popular mortgage software apps on the AppExchange?

What is the Salesforce AppExchange?

The Salesforce AppExchange is a library of all of the softwares that integrate with Salesforce. Because Salesforce is the foundation of Jungo, Jungo users can take full advantage of everything in the Salesforce AppExchange.

You could choose to integrate mortgage apps, such as a digital application portal, with your Jungo account. Depending on your processes, you could also integrate a different tool, like a scheduler app so that your clients can book meetings with you. The options are pretty much limitless! 

What are some of the most popular mortgage apps on the AppExchange?

Now that you know why you want to integrate your software, let’s dive into what mortgage apps top producers rely on. 

It’s important to note that some of the apps that top producers love are simply great sales apps, and are used in many different industries. There are also some that are specific to the mortgage space. Utilizing both types of apps will help you create a well-rounded suite of technology tools. 

Jungo CRM RingCentral

Auto dialers are one of the many categories of software that will make your life easier. RingCentral in Jungo lets you click-to-dial and create contacts and opportunities right from a contact’s file. Plus, when a contact in your database calls, you’ll automatically have a preview of their file. This lets you instantly know who you’re talking to, and what your last interaction with them was.

Jungo PhoneBurner Integration

Thanks to PhoneBurner’s integration with Jungo, you can power dial leads up to 4x faster. You can also use their voicemail drop feature, which allows you to immediately leave a pre-recorded message if no one answers your call. Plus, once integrated, your CRM will automatically reflect your calls and notes.

Loan Officer, Monica Jones, swears by Phone Burner and Jungo to make her whopping $50 million a year.

When it comes to sending emails, it’s tough to stand out from the crowd. With BombBomb, you have a simple and fun video tool that your contacts will love to receive! From right within a contact’s profile in Jungo, you can send an email and include powerful videos that will help you engage with your leads and customers. Of course, all emails that are sent are tracked and monitored, giving you even more visibility to what communication is effective.

With Mortgage Coach, Jungo users have the ability to create batch or individual Mortgage Coach presentations. Plus, rent vs. own cost comparisons and total cost analysis, all directly from within Jungo. The combination of Jungo’s CRM abilities and Mortgage Coach’s pricing presentations allows you to send beautifully detailed mortgage pricing options to borrowers, straight from their contact profile in Jungo.

Jungo + Docusign

The rise of the digital mortgage application also led to the need for an alternative to the traditional, “wet” signature. When your borrower can’t sign the hard copy of a document, softwares like Docusign are a life saver! Now, with Jungo’s integration with Docusign, you’ll have full access to all loan documents right from Jungo. 

Document management is one of the most time consuming tasks that you deal with as a loan officer. But with native software integration between Jungo and Floify, that frustration can become a distant memory. You’ll be able to automatically send Floify documentation needs lists to borrowers with Jungo’s automation. You can also access your Floify document management system from right inside Jungo.

Gathering feedback from your customers is a great way to gauge your customer service methods. GetFeedback allows you to create surveys that can be automatically distributed to your customers. Then, the data can be synced back to your CRM. 

For larger teams, Fonteva Events could be a good solution for event planning and logistics. This app allows you to create online registration forms for events, and streamlines planning logistics. Planning community events is a great way to market your businesses services. But, having the proper software to help with the backend is key. 

The Foundation of Salesforce

You may be familiar with the fact that Jungo’s mortgage software is built on the Salesforce platform. There are many benefits to this, but one of the main reasons we love being built on Salesforce is access to the best in breed sales growth tools! 

Because Salesforce is an absolute giant in the CRM field, if a third-party app is going to develop an integration with anyone, Salesforce will be first. What does this mean for you? Well, it means that if you use Jungo, you can get a mortgage customized CRM powered by Salesforce, and easily integrate thousands of mortgage apps. 

Bottom Line

No matter what your processes are, integrating your different tools is key to efficient and effective processes. 

Becoming a successful loan officer is all about finding the best processes for you and your team. With all your software speaking to each other, you and your team can spend more time on the most important things: helping your borrowers and closing loans. 

Mortgage Software App Integrations