Jungo was a smart bet when it launched. Take Salesforce — the world's most powerful CRM — and build a mortgage-specific layer on top. The problem is that "powerful" and "usable" aren't the same thing, and loan officers have been learning that lesson the hard way for years.
If you're a Jungo user considering alternatives, you're not alone. Here's what's driving the exodus and what to look for in your next platform.
The Salesforce Problem
You're Paying Two Bills
Jungo doesn't replace Salesforce — it sits on top of it. That means you're paying for a Salesforce license and a Jungo subscription. For a solo LO, that can easily hit $200-400/month before add-ons. For a team, multiply that by headcount. That's a significant overhead for a CRM that many LOs report using only a fraction of.
Salesforce Complexity Bleeds Through
Jungo tries to simplify Salesforce, but the underlying complexity is always there. Want to customize a report? You're in Salesforce report builder. Need to modify a workflow? That's Salesforce Flow. Want to change a field? Welcome to Salesforce object manager.
These tools are powerful in the hands of a Salesforce admin. But loan officers aren't Salesforce admins — they're salespeople who want to call borrowers, close loans, and go home. Every hour spent wrestling with Salesforce configuration is an hour not spent originating.
The Admin Tax
We've talked to mortgage teams that employ a part-time Salesforce admin just to manage their Jungo setup. That's $1,500-3,000/month in admin costs on top of the software fees. A purpose-built mortgage CRM should be manageable by the LOs themselves — no admin required.
Update Anxiety
Salesforce pushes three major releases per year. Each one can break Jungo customizations, require Jungo updates, and occasionally change how features work. If you've built custom automations or reports, you hold your breath every release cycle. That's not a great relationship with your core business tool.
The Mobile Experience
Salesforce's mobile app is designed for enterprise sales teams, not mortgage originators. Navigating to your pipeline, checking a borrower's status, or firing off a quick text to a lead — these should be one-tap actions, not multi-screen adventures through Salesforce's mobile interface.
What Jungo Does Well (Credit Where It's Due)
Jungo's LOS integrations are solid. Their connection with Encompass, Byte, and other loan origination systems is mature and reliable. If LOS integration is your primary concern, make sure any alternative matches this capability.
Jungo also has deep referral partner management tools. The co-marketing features and partner activity tracking are more developed than many competitors. This matters if realtor relationships are a major part of your business.
What to Look for in a Jungo Alternative
All-in-One Platform (No Salesforce Required)
Your new CRM should include everything — contacts, pipeline, automation, communication, marketing, and reporting — in one platform with one login and one bill. No underlying platform to manage separately.
Mortgage-Native Design
Not a generic CRM with a mortgage skin. The pipeline stages, contact types, automation triggers, and reporting metrics should reflect how mortgage professionals actually work. Loan stages, not "opportunity stages." Borrower profiles, not "account records."
Modern Automation
Jungo's automation capabilities are limited by Salesforce's workflow tools — powerful but complex. Your alternative should offer visual automation builders that any LO can understand: "When a lead comes in from Zillow, send this text, wait 5 minutes, send this email, wait 1 day, create a call task." Simple. Readable. No Salesforce Flow required.
Modern automation platforms also support multi-channel sequences, behavioral triggers, and AI-powered conversations — things that are either impossible or require expensive add-ons in the Salesforce ecosystem.
Transparent, Simple Pricing
One price. Everything included. No per-user Salesforce licenses, no add-on fees for texting, no surprise charges for API calls. You should know exactly what you're paying each month before you sign up. Check transparent pricing to see what this looks like.
Easy Migration
The good news: Salesforce makes data export relatively straightforward. Contacts, deals, and activity history can be exported via CSV or data loader. The key is mapping Salesforce's object structure to your new CRM's simpler data model. Our migration guide covers this in detail.
"Switching from Jungo feels scary because Salesforce makes everything feel complicated — including leaving. But once LOs experience a CRM that doesn't require an admin to manage, they never look back."
The Real Question
Ask yourself: if you were starting fresh today — no existing CRM, no sunk costs — would you choose to build your mortgage business on Salesforce? For most individual LOs and small teams, the answer is clearly no. Salesforce is built for enterprise sales organizations with dedicated IT teams. You're a loan officer who needs to close loans.
The sunk cost of your Jungo/Salesforce setup shouldn't keep you locked in. Every month you spend fighting the platform is a month you could be growing your business with a tool that works with you instead of against you.
The Bottom Line
Jungo on Salesforce was the right answer in a different era. Today, purpose-built mortgage CRMs deliver more capability with less complexity at a lower cost. If you're spending more time managing your CRM than using it to close loans, that's all you need to know.
See how Empower LO compares — or talk to us about what migrating from Jungo looks like.