The Mortgage App
Jungo is your Salesforce co-pilot. Customized for the mortgage industry, Jungo offers a single Salesforce solution for mortgage professionals – as well as accelerated Salesforce implementation services for a company-wide CRM solution. Jungo’s intuitive functionality helps you maximize your time – and your profits. Jungo's mortgage app for Salesforce allows you to: • Grow your business with automated email marketing campaigns customized for mortgage that connect with the right prospects at the right time. • Access hundreds of custom, personalized email templates and send automatic emails for milestones (birthdays, loan anniversaries, etc.) • Optimize Salesforce with Mortgage Coach EDGE and LOS integration. • Track referrals to ensure you stay connected to your best sources. • Consolidate and easily access all client documents, from financial history to loan agreements. • Organize your day, track loan progress and schedule follow-ups. • Assign and track tasks, manage calendars, set permissions and automate workflows with Jungo’s team management functionality. • Access Jungo from your computer, tablet or smartphone 24 hours a day, seven days a week.
Top keywords
- jungo5×3.05%
- mortgage5×3.05%
- salesforce5×3.05%
- access3×1.83%
- loan3×1.83%
- track3×1.83%
- customized2×1.22%
- day2×1.22%
- email2×1.22%
- functionality2×1.22%
- time2×1.22%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
