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Jungo

Full company profile

uuid0005uew

Namestring
Jungo
Legal namestring
Jungo
Websiteurl
ijungo.com
Company typeenum
Private
Founded yearint
2013
Descriptiontext

Jungo is a privately held, Salesforce-native customer relationship management (CRM) and marketing automation platform purpose-built for U.S. mortgage and real estate professionals. Founded in 2013 (formerly operated as 'The Mortgage App') and headquartered in San Diego, the company delivers two core products — a Mortgage CRM for loan officers and a Real Estate CRM for real estate agents — extended by an ecosystem of tightly integrated add-on modules including LOS Sync (Encompass, Calyx Point, Velocity, LendingPad, Byte), Jungo SMS for compliant business texting, DocsBar for encrypted loan document storage, Reffinity for referral partner management, the Concierge Program for post-close gifting, Co-Marketing tools, and the Closing Email of the Week marketing content library.

Short descriptiontext

Jungo is a Salesforce-native CRM and marketing automation platform serving U.S. mortgage and real estate professionals with lead management, LOS integrations, compliant SMS, marketing automation, and post-close retention tools.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersSan Diego, United States
HQ citystring
San Diego
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
mortgage CRM software, real estate CRM, loan origination integration, marketing automation platform, Salesforce financial services
Industry3 codes
1Industry-Specific CRM (Vertical CRM Suites)
CodeHDAEAFAHPrimaryYes
2Marketing Automation & Campaign Management CRM
CodeHDAEAFABPrimaryNo
3Customer Engagement & Messaging (Email, SMS, Push, In-App)
CodeBPAFAFAIPrimaryNo
NAICS code1 code
  • Computer Systems Design Services541512
Product category
Mortgage CRM Software
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Subscription - Core CRM Platform
TypeSubscription Recurring
Description

Jungo's primary revenue stream is subscription-based CRM software pricing. The platform starts at $96/month when billed annually, with different packages available for various team sizes.

ijungo.com
2SMS Text Messaging Add-on
TypeSubscription Recurring
Description

Additional revenue from Jungo SMS feature at $15-25/month per user depending on team size. 1-9 users at $25/month, 10-25 users at $15/month, 25+ users contact sales.

ijungo.com
3Concierge Program
TypeSubscription Recurring
Description

Post-close marketing service delivering branded gifts and cards to closed clients. Packages start at $35 for concierge services.

ijungo.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Pricing details5 tiers
1Base CRM package starting price
ModelSubscriptionBilling cadenceAnnual
Notes

Starting price of $96/month when billed annually. Different packages available with varying features.

ijungo.com
2Jungo SMS for small teams (1-9 users)
ModelPer seatBilling cadenceMonthly
Notes

$25/month per user for teams of 1-9 users

ijungo.com
3Jungo SMS for mid-size teams (10-25 users)
ModelPer seatBilling cadenceMonthly
Notes

$15/month per user for teams of 10-25 users

ijungo.com
4Jungo SMS for large teams (25+ users)
ModelPer seatBilling cadenceMonthly
Notes

Contact sales team for pricing on teams of 25+ users

ijungo.com
5Concierge Program
ModelSubscriptionBilling cadenceMonthly
Notes

Concierge Program for post-close marketing with packages starting at $35, sending branded gifts and cards periodically for up to 3 years

ijungo.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 7 records shown
1Jungo SMS
Description

Business text messaging solution integrated with CRM

ijungo.com
+6 more records
Core offering1 text field

Jungo provides an all-in-one Salesforce-based CRM platform built specifically for mortgage and real estate professionals. The core platform centralizes lead management, marketing automation, loan pipeline tracking, referral partner management, and client communication, with deep integrations to the leading loan origination systems (Encompass, Calyx Point, Velocity, LendingPad, Byte). It serves loan officers, mortgage brokers, real estate agents, and branch operations through subscription-based software with add-on modules for SMS, video email, document management, and rate quoting.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 27% increase in sales for lenders using mortgage CRMs
+3 more records
Product overview1 text field

Jungo is a comprehensive Salesforce-powered CRM platform for mortgage and real estate professionals, comprising a core Mortgage CRM and Real Estate CRM, with an ecosystem of integrated add-on modules. The core platform provides lead management, marketing automation, and client relationship tools, while add-on modules extend capabilities including LOS Sync for loan origination system integration, Jungo SMS for business texting, Video Emails via BombBomb integration, Product & Pricing Engine, Digital POS Platform, Loan Document Management (DocsBar), Reports & Dashboards, Loan Milestone Alerts, Property Listing websites, Mobile App, Mortgage Reviews via Mortgage Coach, Email Integration, Agent Portal, Reffinity referral management, The Concierge Program, and various marketing tools including Email Marketing, Closing Email of the Week, and Real Estate Flyers.

Scale indicator6 records

Each record includes

Type, Value, Description, Source

Partnership6 partners
Strategic tierCoreTypeTechnology or Integration
Description

Jungo is built on Salesforce and operates as a Salesforce partner. The company leverages Salesforce's cloud infrastructure and is listed on the Salesforce AppExchange marketplace. Jungo holds a Salesforce Partner badge and integrates deeply with Salesforce features including the mobile app.

Strategic tierCoreTypeTechnology or Integration
Description

Direct integration with Encompass loan origination system, enabling automatic sync of loan data and contact information to eliminate double data entry for mortgage professionals.

Strategic tierCoreTypeTechnology or Integration
Description

Direct integration with Calyx Point loan origination system for seamless data synchronization between the LOS and Jungo CRM.

Strategic tierCoreTypeTechnology or Integration
Description

Direct integration with Velocity loan origination system for automated loan data sync and workflow automation.

Strategic tierCoreTypeTechnology or Integration
Description

Direct integration with LendingPad loan origination system enabling contact and loan data synchronization.

Strategic tierCoreTypeTechnology or Integration
Description

Direct integration with ByteSoftware loan origination system for automated data mapping and sync.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers8 records
TypeBroad incumbent
Description

Salesforce Industries' Financial Services Cloud is the broader enterprise CRM (and Jungo's underlying platform) that natively targets banks, lenders, and financial advisors — it competes with Jungo while also serving as its foundation, creating both partnership leverage and platform risk.

TypeDirect peer
Description

Bonzo is a mortgage CRM focused on relationship management, automated follow-up, and referral tracking for individual loan officers, operating in the same vertical niche as Jungo with comparable subscription pricing and feature focus.

TypeBroad incumbent
Description

HubSpot is a broad general-purpose CRM and marketing automation platform used by some mortgage and real estate professionals for marketing, deal pipeline, and email automation — it competes with Jungo as a horizontal alternative for customers who don't need vertical-specific LOS/milestone features.

TypeDirect peer
Description

Total Expert is a customer engagement and marketing platform purpose-built for mortgage lenders and banks, offering CRM, automated journeys, and consumer engagement — directly overlapping Jungo's mortgage CRM and marketing automation offering for loan officers and mid-market lenders.

TypeDirect peer
Description

Follow Up Boss is a leading CRM for real estate agents and teams with lead routing, drip campaigns, and referral partner tools — directly comparable to Jungo's Real Estate CRM offering for the agent/realtor segment Jungo also serves.

TypeDirect peer
Description

Inside Real Estate's kvCORE platform provides CRM, lead generation, and marketing automation for real estate brokerages and agents, overlapping with Jungo's Real Estate CRM and marketing solutions in the same buyer-seller-lead workflow niche.

TypeBroad incumbent
Description

ICE Mortgage Technology's Encompass LOS and adjacent CRM/production tools serve mortgage lenders and serve as Jungo's largest integration partner; as a vertically integrated incumbent, ICE is both a partner and the largest competitive threat to Jungo's workflow-embedded CRM position.

TypeDirect peer
Description

Maxwell provides a CRM and engagement platform focused on mortgage lenders and loan officers, with lead conversion, marketing automation, and LOS integration capabilities that closely mirror Jungo's core feature set and target persona.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration27 records

Each record includes

Title, Type, Description, Source

AI capability2 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature12 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Jungo

Mortgage CRM Softwareijungo.com

Jungo is a Salesforce-native CRM and marketing automation platform serving U.S. mortgage and real estate professionals with lead management, LOS integrations, compliant SMS, marketing automation, and post-close retention tools.

What Jungo does

Jungo is a privately held, Salesforce-native customer relationship management (CRM) and marketing automation platform purpose-built for U.S. mortgage and real estate professionals. Founded in 2013 (formerly operated as 'The Mortgage App') and headquartered in San Diego, the company delivers two core products — a Mortgage CRM for loan officers and a Real Estate CRM for real estate agents — extended by an ecosystem of tightly integrated add-on modules including LOS Sync (Encompass, Calyx Point, Velocity, LendingPad, Byte), Jungo SMS for compliant business texting, DocsBar for encrypted loan document storage, Reffinity for referral partner management, the Concierge Program for post-close gifting, Co-Marketing tools, and the Closing Email of the Week marketing content library.

Jungo firmographics

Firmographics
Name
Jungo
Legal name
Jungo
Website
https://ijungo.com
Company type
Private
Founded year
2013
Operating status
Operating
Headcount range
51–100 employees
Short description
Jungo is a Salesforce-native CRM and marketing automation platform serving U.S. mortgage and real estate professionals with lead management, LOS integrations, compliant SMS, marketing automation, and post-close retention tools.
Ownership category
akta.pro rank

Jungo industry classification

Industry
Product category
Mortgage CRM Software
NAICS
Computer Systems Design Services (541512)
akta.pro primary industry
Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
akta.pro secondary industries
Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI)

Keywords

  • Mortgage CRM software
  • Real estate CRM
  • Loan origination integration
  • Marketing automation platform
  • Salesforce financial services

Where Jungo is headquartered

Location

Headquarters

HQ city
San Diego
HQ country
United States
HQ region
North America

Markets served

Jungo business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. Subscription - Core CRM Platform: Jungo's primary revenue stream is subscription-based CRM software pricing. The platform starts at $96/month when billed annually, with different packages available for various team sizes.
  2. SMS Text Messaging Add-on: Additional revenue from Jungo SMS feature at $15-25/month per user depending on team size. 1-9 users at $25/month, 10-25 users at $15/month, 25+ users contact sales.
  3. Concierge Program: Post-close marketing service delivering branded gifts and cards to closed clients. Packages start at $35 for concierge services.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualBase CRM package starting price
Per seatMonthlyJungo SMS for small teams (1-9 users)
Per seatMonthlyJungo SMS for mid-size teams (10-25 users)
Per seatMonthlyJungo SMS for large teams (25+ users)
SubscriptionMonthlyConcierge Program

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Jungo product offering

Product offering

Core offering

Jungo provides an all-in-one Salesforce-based CRM platform built specifically for mortgage and real estate professionals. The core platform centralizes lead management, marketing automation, loan pipeline tracking, referral partner management, and client communication, with deep integrations to the leading loan origination systems (Encompass, Calyx Point, Velocity, LendingPad, Byte). It serves loan officers, mortgage brokers, real estate agents, and branch operations through subscription-based software with add-on modules for SMS, video email, document management, and rate quoting.

Product overview

Jungo is a comprehensive Salesforce-powered CRM platform for mortgage and real estate professionals, comprising a core Mortgage CRM and Real Estate CRM, with an ecosystem of integrated add-on modules. The core platform provides lead management, marketing automation, and client relationship tools, while add-on modules extend capabilities including LOS Sync for loan origination system integration, Jungo SMS for business texting, Video Emails via BombBomb integration, Product & Pricing Engine, Digital POS Platform, Loan Document Management (DocsBar), Reports & Dashboards, Loan Milestone Alerts, Property Listing websites, Mobile App, Mortgage Reviews via Mortgage Coach, Email Integration, Agent Portal, Reffinity referral management, The Concierge Program, and various marketing tools including Email Marketing, Closing Email of the Week, and Real Estate Flyers.

Differentiator

Problem solved

Functional benefit

Brands

  • Jungo SMS: Business text messaging solution integrated with CRM
  • Jungo Agent Portal
  • The Property Listing
  • DocsBar
  • Reffinity
  • Concierge Program
  • PrintPub

Quantifiable outcome

  • 27% increase in sales for lenders using mortgage CRMs
  • +3 more outcomes

Companies that use Jungo

Customer profile

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Jungo technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration27 records

AI capability2 records

Feature12 records

Jungo partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core.

  • SalesforcecoreTechnology or IntegrationJungo is built on Salesforce and operates as a Salesforce partner. The company leverages Salesforce's cloud infrastructure and is listed on the Salesforce AppExchange marketplace. Jungo holds a Salesforce Partner badge and integrates deeply with Salesforce features including the mobile app.
  • Encompass (Ellie Mae)coreTechnology or IntegrationDirect integration with Encompass loan origination system, enabling automatic sync of loan data and contact information to eliminate double data entry for mortgage professionals.
  • Calyx PointcoreTechnology or IntegrationDirect integration with Calyx Point loan origination system for seamless data synchronization between the LOS and Jungo CRM.
  • VelocitycoreTechnology or IntegrationDirect integration with Velocity loan origination system for automated loan data sync and workflow automation.
  • LendingPadcoreTechnology or IntegrationDirect integration with LendingPad loan origination system enabling contact and loan data synchronization.
  • ByteSoftwarecoreTechnology or IntegrationDirect integration with ByteSoftware loan origination system for automated data mapping and sync.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Jungo competitors and assessment

Company assessment

Broad incumbents

  • Salesforce Financial Services Cloud: Salesforce Industries' Financial Services Cloud is the broader enterprise CRM (and Jungo's underlying platform) that natively targets banks, lenders, and financial advisors — it competes with Jungo while also serving as its foundation, creating both partnership leverage and platform risk.
  • HubSpot: HubSpot is a broad general-purpose CRM and marketing automation platform used by some mortgage and real estate professionals for marketing, deal pipeline, and email automation — it competes with Jungo as a horizontal alternative for customers who don't need vertical-specific LOS/milestone features.
  • ICE Mortgage Technology (Encompass): ICE Mortgage Technology's Encompass LOS and adjacent CRM/production tools serve mortgage lenders and serve as Jungo's largest integration partner; as a vertically integrated incumbent, ICE is both a partner and the largest competitive threat to Jungo's workflow-embedded CRM position.

Direct peers

  • Bonzo: Bonzo is a mortgage CRM focused on relationship management, automated follow-up, and referral tracking for individual loan officers, operating in the same vertical niche as Jungo with comparable subscription pricing and feature focus.
  • Total Expert: Total Expert is a customer engagement and marketing platform purpose-built for mortgage lenders and banks, offering CRM, automated journeys, and consumer engagement — directly overlapping Jungo's mortgage CRM and marketing automation offering for loan officers and mid-market lenders.
  • Follow Up Boss: Follow Up Boss is a leading CRM for real estate agents and teams with lead routing, drip campaigns, and referral partner tools — directly comparable to Jungo's Real Estate CRM offering for the agent/realtor segment Jungo also serves.
  • Inside Real Estate (kvCORE): Inside Real Estate's kvCORE platform provides CRM, lead generation, and marketing automation for real estate brokerages and agents, overlapping with Jungo's Real Estate CRM and marketing solutions in the same buyer-seller-lead workflow niche.
  • Maxwell: Maxwell provides a CRM and engagement platform focused on mortgage lenders and loan officers, with lead conversion, marketing automation, and LOS integration capabilities that closely mirror Jungo's core feature set and target persona.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Jungo social profiles

Digital presence

Jungo financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Jungo leadership team

Management profile

Number of profiles

Profiles1 record

Jungo funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Jungo M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jungo

What does Jungo do?

Jungo provides an all-in-one Salesforce-based CRM platform built specifically for mortgage and real estate professionals. The core platform centralizes lead management, marketing automation, loan pipeline tracking, referral partner management, and client communication, with deep integrations to the leading loan origination systems (Encompass, Calyx Point, Velocity, LendingPad, Byte). It serves loan officers, mortgage brokers, real estate agents, and branch operations through subscription-based software with add-on modules for SMS, video email, document management, and rate quoting.

Is Jungo a public or private company?

Jungo is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Jungo founded?

Jungo was founded in 2013. It employs 51 to 100 people.

Where is Jungo based?

Jungo is headquartered in San Diego, United States, in the North America region.

How does Jungo make money?

Three revenue lines are on record. Subscription - Core CRM Platform is the primary driver. The others are SMS Text Messaging Add-on and concierge Program.

Who are Jungo's main competitors?

Broad incumbents on record are Salesforce Financial Services Cloud, HubSpot and ICE Mortgage Technology (Encompass). Direct peers are Bonzo, Total Expert, Follow Up Boss, Inside Real Estate (kvCORE) and Maxwell.

Does Jungo have an API?

No public API is recorded for Jungo.

What industry is Jungo in?

Jungo's product category is Mortgage CRM Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 541512.

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