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Description
To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.
Description
Our automation solutions seamlessly connect with current record management systems, like the loan origination system (LOS), to facilitate data-driven workflows that enhance both loan processing speed and precision. By leveraging advanced marketing automation and engagement technologies, alongside multi-channel communication, we foster enduring relationships that lead to increased referrals, improved customer retention, and a higher volume of closed loans. Velma CRM is dedicated to cultivating robust connections for Loan Officers, which ultimately creates a continuous stream of repeat and referral business. With automated marketing campaigns, effective communication tactics, an intuitive user interface, and accessible marketing tools, maintaining customer loyalty becomes a straightforward task. Velma CRM excels in delivering top-notch marketing management and messaging while integrating smoothly into your existing business processes, ensuring that your operations run effortlessly. This comprehensive approach not only boosts efficiency but also empowers Loan Officers to focus on what they do best: building meaningful connections with clients.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Jungo
Founded
2005
Country
United States
Website
ijungo.com
Vendor Details
Company Name
Velma
Founded
2006
Country
United States
Website
www.meetvelma.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages