Innovate. Connect. Grow.

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

Set up Jungo to Mortgage Coach

Congratulations on your decision to combine Jungo with Mortgage Coach!

1) To get started, you'll need to get your API key. This can be found by signing into Mortgage Coach. Go to your Settings. At the bottom right of your Contact Info tab, you’ll see a field that says API key. Copy that API key code.

2) Once you have copied the key:
-In Jungo: Click on your Mortgage Coach Settings on tab in the CRM
-select “Individual” on the dropdown
-right click and paste the key into the API key field
-Fill in your Mortgage Coach login (the email address you use to log in to Mortgage Coach.
-Press Save.

3) Now you’re ready to get started with the three scenarios!

Watch the video below to learn how to setup the Jungo to Mortgage Coach Integration:


Did you find this article helpful?