Welcome to Twopir Consulting – Your Strategic Partner in Mortgage Business Transformation!

Introducing Jungo: Revolutionizing Mortgage CRM with Salesforce

At Twopir Consulting, we’re delighted to introduce you to Jungo, a groundbreaking customer relationship management (CRM) solution crafted specifically for the dynamic mortgage and real estate industries. Powered by Salesforce, Jungo is a cloud-based marvel designed to streamline operations and catapult your business to new heights.

Key Features of Jungo:

  • Built on Salesforce CRM: Leveraging the stability and reliability of Salesforce, Jungo ensures a robust foundation for your mortgage business.
  • Marketing and Compliance Mastery: All-in-one solution for lead capturing, loan document management, video email creation, and loan referral tracking.
  • Customizable Workflows and Calendar Management: Tailor Jungo to your unique needs with customizable workflows and efficient calendar/task management.
  • Mobile Accessibility: Stay connected on the go with Jungo’s mobile app, ensuring critical client information is at your fingertips.
  • Advanced Analytics with Charts and Reports: Gain valuable insights into your loan data through advanced analytics, charts, and reports.
  • Zapier Integration for Enhanced Communication: Effortlessly connect with clients via SMS, voicemail, and email through Jungo’s Zapier and Twilio integration.

How Twopir Consulting Maximizes Jungo for You:

  • Seamless Integration: Our experts ensure a seamless Jungo integration with Salesforce, facilitating a quick and efficient onboarding process.
  • Lead Management Expertise: Optimize lead capture from platforms like Zillow, Trulia, and Lending Tree with our proven expertise.
  • Workflow Automation: Leverage our automation and workflow solutions to enhance efficiency and reduce manual effort.
  • Communication Flexibility: Integrated Twilio via Zapier enables versatile communication – SMS, voicemail, and email – meeting your clients where they are.
  • Customized Email Templates: Present a professional image with tailored email templates that suit your specific communication needs.
  • Mobile App Setup: Take your contacts on the go with our assistance in setting up the mobile app, providing flexibility in your day-to-day operations.

Positive Results Await You:

The implementation of Jungo integration with Salesforce has already delivered positive outcomes for mortgage firms. From efficient marketing and compliance management to streamlined workflow automation, our clients have experienced transformative impacts.

Ready to Experience the Future with Jungo?

Embark on a journey to unlock the full potential of Jungo for your mortgage business. Contact Twopir Consulting today for a personalized consultation.

At Twopir Consulting, we’re not just consultants; we’re your partners in success.

How can we help:

  • Assisting with the initial setup and configuration of Salesforce.
  • Customizing Salesforce to meet the specific needs and workflows of your organization.
  • Integrating Salesforce with other systems and applications to ensure seamless data flow.
  • Providing training sessions for end-users and administrators to ensure effective use of Salesforce.
  • Offering ongoing support and troubleshooting services.

Results:

  • Salesforce Jungo’s robust features have significantly enhanced Twopir Consulting’s ability to engage with new clients effectively.
  • The platform facilitates personalized communication, ensuring tailored interactions based on individual client needs and preferences.
  • The CRM tools provided by Salesforce Jungo have contributed to a more efficient sales pipeline.
  • Twopir Consulting has experienced an increase in conversion rates, as the platform enables the sales team to track leads, manage opportunities, and close deals seamlessly.
  • The integration of Salesforce Jungo has resulted in a more cohesive marketing strategy.
  • Twopir Consulting can now target specific client segments with precision, leading to increased lead generation and higher marketing ROI.

Conclusion:

Twopir Consulting’s adoption of Salesforce Jungo has proven to be a strategic decision, resulting in tangible improvements across various facets of client management. The platform’s user-friendly interface and robust features have contributed to a more efficient and effective workflow, positively impacting client engagement, sales performance, and overall business operations.