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Using the Data Import Wizard to Import Contacts

* The following instructions apply to System Administrators only * Before you import: - In order to import your contacts, you will first need to have them formatted by Support. Submit your spreadsheet in CSV ...

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Using the Data Import Wizard to Map and Import from your LOS

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

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How to Import Contacts

* The following instructions apply to System Administrators only * NOTE: The Salesforce wizard has been updated as of February 2017 and the following instructions may not apply depending on what version of Sa...

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How to Map and Import from your LOS

* The following instructions apply to System Administrators only * NOTE: The Salesforce wizard has been updated as of February 2017 and the following instructions may not apply depending on what version of Sal...

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Utilize Multiple Tabs in the CRM

*The following article works best for the Classic Interface. Whenever you are using your web browser (as opposed to your mobile device) you can use multiple tabs to enrich your CRM experience. Right click on a...

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Save a Document to the CRM

The Documents tab in the CRM is a great place to save documents and images. These documents can be emailed to contacts from the CRM or stored for internal use only. Images used in Email Templates and Letterhead...

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Introduction to the Mortgage Planner Questionnaire

The Mortgage Planner Questionnaire is a feature on the contact page that allows you to track additional information about your contacts. Not every user needs or utilizes this feature but it is available to help...

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The Concierge Program

The best way to keep clients referring more clients to you is by keeping your name and face in the minds of your clients long after closing. Watch what the packages from our Concierge Program will do for your r...

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CORE Build-Out Packages

If you are a CORE Member, you can use Jungo to track your CORE goals with reports and dashboards for Paylog, Lead Tracker, Pipeline, and Greatness Tracker. If you are interested in the CORE Build-out Package...

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Add a Child to a Contact

You may want to keep track of your clients' children and their ages. There is a feature ready to go in your CRM. Add a Child to A Contact Navigate to a contact's page Hover on the link that says Chil...

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