Client
Freedom Mortgage Corporation
Challenge
Freedom Mortgage Corporation was already using Jungo CRM for their mortgage operations. But the tasks that were being automated were restricted to inbuilt mortgage specific automated tasks within Jungo.
Freedom Mortgage Corporation wanted to customize the Jungo Application Interface of Freedom capital and leverage the Jungo Application to automate many tasks making the entire process from Lead Capture to Closing the Loan more efficient and faster.
Solution
Cone Interactive assigned a Jungo Expert exclusively for this project. After the initial consultation meeting set up between Freedom Capital and Cone Interactive, the Jungo expert examined the interface setup of Freedom Capital’s Jungo App and came up identified the areas of improvement and came up with following suggestions.
The following suggestions were identified as the key objectives to leverage the Jungo Application to automate many tasks making the entire process from Lead Capture to Closing the Loan more efficient and faster.
- Automatically updating contacts in Jungo from Excel spreadsheet
- Integrating Floify to the process and thereby integrating with Jungo
- Auto fill the following loan documents generated during the process:
- Executive Summary for Construction, Purchase and Refinance
- Mandate to be send to Client
- Fixed Credit Disclosure
- Form 10 (newly created one)
- Direction to Pay
- Promissory Note
- Propose changes to the current system identified by the Jungo Expert so as to make it faster and more efficient
- Handle renewals properly
- Web to Lead form
Jungo Expert was given complete access to Freedom Capital’s Jungo application interface including login credentials for customizing Jungo.
Floify API key and login credentials were also made available to Jungo Expert at the time of integration with Floify.
Cone Interactive completed and delivered the project within 15 days.
Results
Floify was successfully integrated with Jungo which may the overall document management and handling easy. All the loan documents were auto filled and generated which saved a lot of time and made the workflows seamless. Web to Lead form was implemented to optimize the lead generation within Jungo. All the key objectives identified for the project was full filled which in turn automating the different tasks during the Loan Life Cycle.
Technologies and Tools
Salesforce Jungo Interface, HTML for web to lead form, Java for custom programming in Salesforce.
