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Mortgage Reviews by Mortgage Coach

Introduction to Mortgage Reviews by Mortgage Coach

Congratulations on your decision to combine Jungo with Mortgage Coach's Mortgage Reviews! This integration has been immensely popular with Jungo/Mortgage Coach users as they have found that sending information...

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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 r...

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Mass Mortgage Reviews

Generate mortgage reviews for hundreds of clients at once! The newest feature of our Mortgage Coach Integration allows you send mortgage review presentations to multiple contacts, all from the comfort of Jungo!...

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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 follow...

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Jungo to Mortgage Reviews by Mortgage Coach - Scenario 2 - Total Cost Analysis

*NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client Scenario 2: from the Loan page Example: You have a brand new...

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Jungo to Mortgage Reviews by Mortgage Coach - Scenario 3 - Rent vs Own

NOTE: Your Transactions / Properties tab may be named "Loans" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client Scenario 3: from the Transaction / Property page Example: This ...

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Send Mortgage Reviews by Mortgage Coach via Jungo

Sending your Mortgage Review is as easy as 1-2-3: Navigate to the contact page or transaction page from which you generated your Mortgage Review. Click Edit. Check the box for Send Mortgage Review. Pres...

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