Jungo’s Integration with Floify Simplifies Document Management for Loan Originators

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Jungo is fully integrated with Floify — a secure system to gather loan docs during the loan process. Jungo subscribers now have the option to open Floify directly within Jungo’s CRM.

Jungo is fully integrated with Floify — a secure system to gather loan docs during the loan process. Jungo subscribers now have the option to open Floify directly within Jungo’s CRM. As a result, Floify subscribers can use the document management software they’re already familiar with, while keeping important documents and correspondence organized in one secure central repository.

“Typically, our DocsBar feature gives Loan Originators the ability to track incoming documents and send ‘needs list’ emails directly from our CRM,” says Mike Gulitz, CEO of Jungo. “However, if a Loan Originator or Lender is already using Floify for document management, we can swap out the standard DocsBar feature with our Floify Interface.”

Jungo’s Floify Integration Highlights:

  • Open Floify directly within Jungo’s secure CRM — No need to login to a different application.
  • Use the software you’re already familiar with and eliminate a new learning curve.
  • All documents remain attached to the borrower’s Contact Record for quick reference.
  • Step up your communication with automated milestone updates.
  • Send automated updates to REALTORS® and affiliated partners.
  • Initiate automated follow up workflows and schedule appointments.
  • Initiate follow up marketing.
  • Implement Jungo’s Opportunity Reports and send single/bulk Refinance Alerts via SMS or email when rates drop.

"In today's competitive environment, Jungo’s CRM and Enterprise Solutions provide a huge advantage to origination sales teams," Gulitz further notes. “Our secure integration with Floify is one of the many ways Jungo helps Loan Originators increase productivity."

About Jungo
Jungo offers pre-built technology and accelerated implementation services for financial service verticals – including the mortgage, real estate, and wealth management industries. With more than a decade of experience creating and integrating solutions for the financial services industries, Jungo is the preeminent expert in the field. Jungo’s innovative approach helps businesses connect with customers and drive sales.

To schedule a live demonstration of Jungo’s products and services, visit http://www.ijungo.com.

Visit our blog for more news & productivity tips from Jungo.

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CONTACT INFO:
Jungo
Ashley Cronk
ashleyc(at)ijungo(dot)com
619. 727.4600| 1230 Columbia Street, Suite 1120, San Diego, CA 92101

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Ashley Cronk
Jungo
+1 6197274627
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