Mortgage CRM Software Resources
Articles, Discussions, and Reports to expand your knowledge on Mortgage CRM Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, discussions from users like you, and reports from industry data.
Mortgage CRM Software Articles
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
by Tanuja Bahirat
Mortgage CRM Software Discussions
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Question on: BNTouch Mortgage CRM
What is the best way to set up the SPF in the DNS section?I believe i have this set up properly, but of course there are always ways to enhance this.
Hi Jeremy - it's Crystal Minter, Marketing Manager for BNTouch Inc.
The set up of the SPF record needs to be done where your domain is registered (GoDaddy, etc.).
Here are some SPF setup examples for BNTouch internal SMTP (Mailgun):
a. You don't have SPF record: Current: none Update to: v=spf1 mx a include:mailgun.org ~all
b. You have an SPF record with Outlook/Microsoft: Current: v=spf1 include:spf.protection.outlook.com ~all Update to: v=spf1 include:mailgun.org include:spf.protection.outlook.com ~all
c. You have an SPF record with Gmail: Current: v=spf1 include:_spf.google.com ~all Update to: v=spf1 include:mailgun.org include:_spf.google.com ~all
Comment deleted by user.
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Question on: Jungo: The Mortgage App
Is Jungo built on Salesforce?Is Jungo built on Salesforce?
Yes, Jungo is built on Salesforce.
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Question on: Jungo: The Mortgage App
Jungo is a verb in the Unknown Language that means "to connect" or "to join." It is often used in contexts where two or more things are being linked together or when establishing a relationship between entities.Jungo is a verb in the Unknown Language that means "to connect" or "to join." It is often used in contexts where two or more things are being linked together.
Jungo is a customizable mortgage CRM for Salesforce. Jungo offers pipeline management, referral tracking, LOS & POS integrations, & marketing automation, all in one platform.
Jungo is tailored for the mortgage and real estate industry, designed to save you time, and help you make data-driven decisions.
For more information, check out our website at https://ijungo.com/
Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. You can read more here if you are first time home buyer : https://www.unitedfinances.com/home-loans-for-first-time-buyers/
Mortgage CRM Software Reports
Grid® Report for Mortgage CRM
Summer 2025
G2 Report: Grid® Report
Momentum Grid® Report for Mortgage CRM
Summer 2025
G2 Report: Momentum Grid® Report
Mid-Market Grid® Report for Mortgage CRM
Summer 2025
G2 Report: Grid® Report
Momentum Grid® Report for Mortgage CRM
Spring 2025
G2 Report: Momentum Grid® Report
Mid-Market Grid® Report for Mortgage CRM
Spring 2025
G2 Report: Grid® Report
Grid® Report for Mortgage CRM
Spring 2025
G2 Report: Grid® Report
Momentum Grid® Report for Mortgage CRM
Winter 2025
G2 Report: Momentum Grid® Report
Grid® Report for Mortgage CRM
Winter 2025
G2 Report: Grid® Report
Mid-Market Grid® Report for Mortgage CRM
Winter 2025
G2 Report: Grid® Report