Jungo can technically be customized for any workflow through Salesforce, but it does not come with DSCR-specific deal stages, investor pricing tools, or direct lending features out of the box. The customization cost is significant.
CRM comparison
Jungo alternative for investor lending
Jungo is a mortgage CRM built on the Salesforce platform. It provides loan officer-specific workflows, marketing automation, referral partner tracking, and deep customization through Salesforce's ecosystem. It is used by mid-size to large mortgage operations.
Overview
About Jungo
Jungo is a mortgage CRM built on the Salesforce platform. It provides loan officer-specific workflows, marketing automation, referral partner tracking, and deep customization through Salesforce's ecosystem. It is used by mid-size to large mortgage operations.
What Jungo does well
- Built on Salesforce — highly customizable with AppExchange
- Enterprise-grade reporting and analytics
- Strong referral partner and real estate agent tracking
- Scales well for large mortgage operations and teams
Where Jungo falls short for investor lending
- Salesforce complexity creates high admin overhead
- No investor-specific loan workflows or DSCR deal stages
- No built-in pricing for non-QM or investor loan products
- Requires Salesforce licensing on top of Jungo fees, increasing total cost
Feature comparison
Jungo vs Relip
| Feature | Jungo | Relip |
|---|---|---|
| Investor loan types | Custom Salesforce objects (DIY) | DSCR, bridge, fix-flip, construction, rental portfolio |
| Lead generation | Salesforce lead capture + Jungo campaigns | Investor-specific lead gen with maturity data |
| AI screening | Salesforce Einstein (separate cost) | AI texts back every lead reply and asks your screening questions |
| Pricing engine | None built-in | Prices Relip’s fix and flip, ground-up, DSCR and bridge programs as you type, with branded term sheets |
| Deal tracking | Salesforce opportunity stages (customizable) | Investor deal lifecycle from lead to funded loan |
| Document management | Salesforce Files or third-party add-on | Investor loan borrower portal with doc checklists |
| Capital access | ✗ | Direct lender, 100% wholesale, 15 investor loan programs |
| Cost | Jungo + Salesforce license ~$200+/user/month | Contact for pricing |
Who Jungo is best for
Large mortgage operations already invested in Salesforce who want deep customization and enterprise reporting across consumer mortgage workflows.
Who Relip is best for
Mortgage brokers focused on investor lending who want a turnkey platform without Salesforce complexity — with DSCR lead gen, pricing, and direct lending built in.
Pricing
Jungo Pricing
Jungo requires a Salesforce license (starting ~$75/user/month) plus Jungo fees, bringing total cost to roughly $200+/user/month.
See the difference for yourself
Compare Jungo and Relip side by side — or let us show you how Relip handles investor lending workflows.
FAQ
Jungo vs Relip FAQs
Common questions about switching from Jungo to Relip for investor lending.
Jungo is a Salesforce-based CRM requiring significant customization for non-standard workflows. Relip is a purpose-built investor lending platform with DSCR lead generation, AI screening, pricing, and direct lending — no Salesforce required.
Jungo requires both a Salesforce license and Jungo subscription, plus admin costs for customization. Total cost often exceeds $200/user/month before add-ons, making it one of the more expensive CRM options for mortgage professionals.
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BNTouch
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Surefire CRM
Looking for a Surefire CRM alternative for investor lending? Relip goes beyond marketing automation with DSCR lead gen, pricing, and direct lending.
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Aidium
Comparing Aidium to Relip? Aidium is a mortgage CRM with marketing tools. Relip adds investor-specific lead gen, DSCR pricing, and direct lending.
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See why brokers choose Relip over Jungo
Relip provides the capital, white label, under your brokerage’s name. Relip is a direct lender, 100% wholesale, and never competes with brokers. Lead generation, AI follow-up, deal pricing, term sheets and the LOS sit in one platform.
