Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Create a Transaction / Property

 * NOTE: If you have the LOS Sync OR do a daily import, you do not need to create a Loan in Jungo. It will be automatically created through the sync or import 
*NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client.

The Loan section is for tracking all of your loan information. Each Contact can have multiple Loans so you can manage and track every loan you start for that person.
 

To create a Loan from a Contact’s page in Classic:
  1. Hover over the Loan link at the top of the contact record.
  2. Click on the New Loan button.
  3. Enter as much loan information as you have available.
  4. The only required field on this page is the Loan Name. We suggest entering a Loan Name such as “John Doe – Loan # 123” to help you easily search for the record later.
  5. Click the Save button.
 
To create a new Loan from the Home page in Classic:
  1. Click on the Create New button in the side bar on the left.
  2. Select Loan from the drop down list.
  3. Enter as much loan information as you have available.
    • The only required field on this page is the Loan Name. We suggest entering a Loan Name such as “John Doe – Loan # 123” to help you easily search for the record later.
  4. Click the Save button.
 
TIPS:
  • The check boxes in the Loan Process Checklist section will send out automatic emails to your Borrower and the Transaction Partners associated to this record. For more information on this, see the Loan Process Checklist section.
  • Transaction / Properties are most often created through an import. For more information on importing, see the Import Transaction/Properties section.

​Watch the video below to learn how to create a Loan page in Classic: 


Did you find this article helpful?