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Jungo to Mortgage Reviews by Mortgage Coach - Scenario 1 - New Lead, No Transaction

​​Scenario 1: from the Contact page
  • Example: You have a brand new lead, a referral that another client gave you, but you only have enough time to enter some contact information in Jungo.
  • Enter the following fields:
    • First Name
    • ​Last Name
    • Referred By
    • Phone, Mobile Phone, Home Phone
    • Email
    • Mailing address
  • If the lead has a co-borrower:
    • Enter the Co Borrower First Name, Last Name, Mobile and Email
    • Click on “Generate Mortgage Review TCA Presentation” or, for renters click “Generate Mortgage Review Rent Vs. Own Presentation."
    • Complete your Mortgage Review in Mortgage Coach, and then refresh your Jungo Contact page.
    • Your  Mortgage Review link will appear: email it by clicking on the “Send Mortgage Review Presentation” checkbox in your CRM. 
Watch the video below to learn about the Jungo to Mortgage Review by Mortgage Coach Scenario 1: New Lead, No Transaction:

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