Innovate. Connect. Grow.

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

Loans

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 / ...

Read Article

Introduction to the Loan Process Checklist

NOTE: Your Transactions / Properties tab may be named "Loans" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. Below is a summary of the CRM Loan Process Checklist: ​The fol...

Read Article

Create or Edit a Loan View

*NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. To view an entire list of Loans in Classic: Click on the L...

Read Article

Send Loan Process Checklist Updates via Open Pipeline View

* Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. * You may wonder what the best practice would be to make sure all o...

Read Article

Modify Loan Picklists

NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. * The following instructions apply to System Administrators on...

Read Article

Mass Edit Loans

NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. **IMPORTANT: Mass editing does not have an “undo” button so be...

Read Article

Merge Statuses

NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. Sometimes you may accidentally create or import statuses that ...

Read Article

Duplicate Loans

NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. **IMPORTANT: Does Not Apply for the LOS Sync App About Dup...

Read Article