Jungo is now fully integrated with Velocity, a cloud-based system designed by mortgage brokers. Velocity keeps your clients’ information private, secure, and accessible anytime, from anywhere.
With the Jungo + Velocity Sync, mortgage agents can manage all facets of their mortgage business from one integrated, automated system. This integration helps organize all key data and documents, provides workflow reminders, and prioritizes daily tasks.
CRM Integrations
As a loan officer, it’s important to utilize CRM integrations. The rise of technology has shaped the face of the mortgage industry, allowing loan officers to work more efficiently. As technology continues to advance and competition steadily rises, it’s critical that you remain innovative.
A complete sync between your CRM and Mortgage Operating Platform or Loan Origination System allows for powerful automations and insight into the mortgage process. Jungo receives current loan file information, which ensures that data is always up-to-date, from lead, to application, to close, and beyond.
This simplifies the mortgage process and prevents double data entry. So, this allows for mortgage professionals to focus on their clients’ specific needs.
What is a CRM?
If you are looking for a complete client communication platform, you should consider a Customer Relationship Management (CRM) system. Jungo’s mortgage-specific CRM offers full automation of your client, partner, and lead communication, marketing, and loan pipeline management.
A CRM gives loan officers more flexibility in their work, by freeing them up to focus on the high-value tasks that make them more money. Also, a great CRM helps ensure that your customers are getting the best service possible at all times.
Why Do You Need a CRM?
All employees have access to current and past client contact information, loan data, and other important information right from their CRM. So, that way, they have everything they need to provide a stellar customer experience. After all, when your team is working from multiple platforms that don’t talk to each other, it is nearly impossible to work efficiently!
With a mortgage-optimized CRM, you can manage schedules and tasks. Also, perform data analysis, generate data-driven reports, and organize important files in one secure location.
So, avoid letting an opportunity slip through the cracks. A CRM is always earning you business, even when you’re away from your desk.
What is Software Integration?
A software integration is a connection between two of your mortgage tools. Basically, it’s a way to make your systems “talk” to each other. There are different types of integrations, but the simple goal of all of them is to make your life easier.
Integrating your software platforms will help you truly get your money’s worth. This is due to your investment by freeing you up to accomplish more everyday.
Why Do You Need Velocity Integrated with Your CRM?
With a complete range of hosted and licensed systems solutions, you are capable of achieving seamless, straight-through processing of mortgage applications from initial customer inquiry to close.
The Jungo + Velocity Sync helps organize all key data and documents, provides workflow reminders, and prioritizes daily tasks. For example, automated notifications could trigger to your borrower, co-borrower, and referral partner. This updates them on the status of their loan with you!
Jungo + Velocity Sync
Jungo’s Mortgage CRM features a complete sync with the most popular mortgage platforms, now including Velocity. This complete sync will save you time and effort. Plus, you’ll be able to avoid the headaches and frustrations of double data entry and human error.
Jungo’s Velocity Integration Allows Mortgage Originators To:
- Minimize sync errors with zero downtime.
- Easily adjust mappings and milestone fields.
- Utilize multiple pairing methods for syncing between Velocity and Jungo.
- Leverage greater sync consistency and security with continuous integration improvements.
- Eliminate the need for double data entry with automated data sync every 15 minutes.
But best of all, having your Jungo account and Velocity integration means that you can actually use the data you’ve worked so hard to gather. Your data won’t be in a silo, it’ll be in informative reports and dashboards. Plus, it is ready for you to leverage in the form of automated workflows, marketing, and streamlined team processes.
How Could the Jungo + Velocity Sync Work For You?
The Jungo + Velocity Sync allows for the fostering of open connectivity.
With automated loan process updates, updates are sent to your borrower and any relevant partners. With the Jungo sync, these updates can automate! So, you can focus on high-income opportunities like connecting with new clients and partners. Plus, your borrowers love quick and consistent updates on the status of their mortgage.
The Jungo + Velocity Sync in Action
There are many ways that the Jungo + Velocity Sync can work for you, once your mortgage data pushes to Jungo. For example, there are automated workflows that you can leverage. Place your contacts on a drip marketing email campaign with Jungo’s marketing platform. This comes loaded with over 400 pre-built email templates that you can send out right away. Or, customize to perfectly fit your branding and message.
Or, automatically order a closing gift through Jungo’s Concierge Program as soon as a loan closes. With one click in your Jungo account, you can send up to three years worth of branded cards and gifts straight to your customers’ door. Then, earn mortgage referrals and repeat business from your client database. These thoughtful and personalized packages help you to do so successfully.
Bottom Line
A fully integrated CRM is one of the most effective ways for you to invest in your business. The Jungo + Velocity Sync features increased connectivity and security, customizable field mapping, and realtor and co-borrower contact creation.
Plus, you’ll have more time and energy to tackle your to-do list. Velocity has automated reporting that also gives loan officers complete visibility into all mortgage business, and supports compliance. So, connect your most powerful mortgage software platforms with a seamless sync.
