CRM comparison
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
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.
Feature comparison
| 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 pre-screening for investor deal qualification |
| Pricing engine | None built-in | Investor loan scenario pricing and comparison |
| 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 — wholesale and correspondent channels for DSCR, bridge, and commercial |
| Cost | Jungo + Salesforce license ~$200+/user/month | Contact for pricing |
Large mortgage operations already invested in Salesforce who want deep customization and enterprise reporting across consumer mortgage workflows.
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 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
Common questions about switching from Jungo to Relip for investor lending.
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.
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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Relip is a direct lender with wholesale and correspondent channels — plus lead generation, AI screening, deal pricing, term sheets, and order management in one platform. 100% wholesale: we never compete with brokers.