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The LOS Sync App

NOTE: This feature is only available to subscribers to Jungo's LOS Sync App. General functionality may be different due to your company's specifications and requirements. 
 



Functionality
  • Jungo’s LOS Sync App is designed to automatically sync your Loan Origination Software (LOS) loan data with Jungo.
  • You can also use the “Push to LOS” Button on the Contact Detail Page in Jungo to Create a Brand New Loan in your LOS (eliminating any double data entry)
  • By Clicking the “Push to LOS” Button, a New Loan will be Created in your LOS
  • Your LOS will then Send the Data back to Jungo and Create a New Loan Record (with a loan #)
  • Moving Forward, the LOS Sync will Automatically Update the Record in Jungo with any Changes Made to the File in your LOS
Click below to watch a video introduction of the LOS Sync App:




How to Create a New Record in your LOS from Jungo
  • Login to your Jungo Account
  • Click on the Contacts TAB
  • Select Specific Contact that you would like to Create in your LOS
  • Then Click “Push to LOS” Button
  • By Clicking the “Push to LOS” Button, a Brand New Loan will be Created in your LOS
  • Your LOS will then Send the Data back to Jungo Immediately and Create/Update Loan Record (with a loan #)
  • Moving Forward, the LOS Sync will Automatically Update the Record in Jungo with any Changes Made to the File Hourly

How to View your Pipeline in Jungo:
  • Click on the Loans tab.
  • Select the desired list from the View pull down menu (i.e., My Pipeline)
  • Click the Go button if the desired view is already selected.
  • You can scroll through this list using the Next and Previous links on the bottom. 

How to Update your Borrowers and Transaction Partners using the Loan Process Checklist:
  • Disclosures Out
  • Disclosures Received
  • Submit to Investor
  • Loan Pre-Approval
  • Appraisal Back
  • Appraisal Ordered
  • Docs Ordered
  • Loan Approved
    • Sends the Loan Approval Update to Listing Agent email to the Listing Agent.
    • ​Sends the Loan Approval Update to Client email to the Borrower.
    • Sends the Loan Approval Update to Buying Agent email to the Buying Agent.
  • Funded
    • Sends the Loan Closed /Funded (to client) email to the Borrower.
    • Sends the Loan Funded Update to Partners email to the Appraiser, Escrow Agent, Title Agent, Buying Agent, and Listing Agent.
  • Email Update
  • The Email Update checkbox will send out the text that you write into the Update Message box to All Parties related to the Transaction.
If you are interested in subscribing to this feature and would like to learn more, please contact our sales team at 619-727-4600 x 1 or click here.
 

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