See why customers feel Shape is the better overall mortgage CRM.
The right product shouldn’t lock you in with contracts, it should lock you in with satisfaction. Month to month contracts allow you to increase or decrease users and cancel contracts according to your needs. Why should you, or anyone in your organization, pay for something you don’t want, need, or that doesn’t work for you?
Jungo only provides annual contracts so for a single user they can either pay $1,499 up front or $149/month monthly for 12 months ($1,788). This price does not include any phone functionality.
Shape has month to month contracts available to suit your business’ needs. This price includes phone functionality.
Native text functionality means SMS/texting through the system without the need for additional software.
Jungo requires you to signup for a Twilio account in order to have text functionality
Text functionality is built directly into the system with no need to integrate or get an account with any additional software.
An integrated phone/dialer is quite possibly the most important feature you can have in a mortgage CRM and Jungo does not have a native one without the need to purchase it from a separate company. Shape’s dialer has over 30 features (intelligent call routing, heads-up-display, full IVR, etc.)
Jungo does not have a native phone or dialer. Separate software must be purchased and connected in order to have phone functionality.
Shape’s integrated dialer is a best-in-class dialer solution that comes with every system.
Middle-man Software means the software is mostly built on top of another software, similar to a whitelabel solution of another system. Jungo is completely built on Salesforce and is effectively a Salesforce system, configured differently with different integrations, and a different logo. Because of this, product and feature development is handicapped not only by Salesforce but Jungo’s own infrastructure and rules. This is a main reason why Jungo does not have a dialer, native text functionality, and many other vital features.
While the Salesforce brand name is utilized thoroughly by Jungo, it actually hampers Jungo’s ability to provide software (such as a dialer, texting, and even a mobile app) without having to use other software or go through Salesforce itself. The difference in user interface and functionality is apparent just from looking at the two systems.
Shape’s infrastructure allows it to continue developing cutting edge software without being hampered by Salesforce’s rules and environment.
Native e-signature solutions allow you to send documents for e-signatures to potential clients directly to their mobile device or desktop, without the need to purchase third party signature software like Docusign.
Jungo does not have its own e-signature solution and additional e-signature software must be purchased at a premium price to Shape’s signature solution.
Shape has a native e-signature solution allowing users to obtain signatures without the need to purchase additional software and at a lower cost per signature.
Instantly analyze 700+ data points to contact only the leads with the best chance of closing. Benefits of ShapeIQ: -Prioritize contacting leads with only the highest expected value (probability of closing x loan amount) -Increase conversion % -Increase monthly closed loan volume -Reduce time spent on leads that won’t close
Jungo does not have A.I. based lead scoring.
ShapeIQ uses data from over $10 billion of closed loans, 15+ years of data, and your business data (which users have highest close %, what types of loans do you close best etc.) to maximize your team’s productivity.
Targeted Online Advertising allows you to show ads specifically to records in your system or based on certain traits. Click through rates for these ads can be 10x higher than normal display ads, and pairing retargeting ads with Shape e-mail campaigns can boost chances for a sale by over 50%.
Jungo does not have the ability to run display advertisements from within their system.
Shape allows you to show ads directly to people (leads, accounts, records, etc.) in your Shape system.
A native client portal or POS is vital to a mortgage broker, and allows borrowers to upload documents directly through an application or website, without having to integrate with a third party or separate company. A native POS provides your client’s a way to securely apply and submit personal information (financials, social security etc.) along with closing documents (drivers license, bank statements, etc.).
Jungo does not have its own client portal or POS and this must be purchased from a separate company such as Blend or Floify.
Shape’s client portal (POS) allows you to customize your needs list with information and documentation you require to close a deal and also remarket any uncompleted applications.
When a lead dials your company, being able to intelligently program call routing can boost conversions over 50%. Choose from ring-all (rings all users), roundrobin (rings users in an order), or groups (build intelligent groups i.e. departments etc.). Or select top performing users to receive calls based on rules you set.
Not available with Jungo.
Enterprise level intelligent call routing and IVR functionality available with Shape.
Call recording is important so that you can track and evaluate communications. Instantly record and easily listen to live or past phone calls to refer to specific factual information, and use them for training, quality assurance, and compliance purposes.
Jungo does not have the ability to record calls.
Shape’s enterprise phone system can record all calls and store them.
Speed to contact is the #1 important metric to a mortgage broker when a new lead come in. With Quickfire Connect when people call the lead instantly pops up on your screen allowing you to connect instantly.
Jungo does not have this feature without having to purchase third party software.
Instantly notify all users when a call comes in for someone to pickup immediately, or use intelligent call routing to send calls to the right person.
Lift call connection rates by 400% when prospects recognize a local number calling.
Jungo does not have a dialer and therefore does not have local presence ability without third party software.
Jungo does not have a dialer and therefore does not have local presence ability without third party software.
52% of business calls go to voicemails and 20% of every salesperson’s time is spent leaving voicemails. Automate this process with Shape’s voicemail drops and save up to 20 hours of manual labor each month by taking advantage of voicemail drops.
Jungo does not have the ability to do voicemail drops without the need to purchase third party software.
This feature is native and available with Shape’s dialer.
Maximize your mortgage marketing efforts with our purpose-built suite. Generate more leads, close more loans and enhance customer engagement from application to post-close.
Leverage our pre-built email, text, video and campaign templates, co-brand with realtors and referral partners and send newsletters at ease.
Use Shape's brandable borrower portal to provide a professional customer experience. Get more applications, provide a secure platform for customers to gather information, upload sensitive documents, and close more loans.
Deploy Shape’s email and text automation to send reminders to your borrowers to complete their application and let the software do the tedious follow-up required to optimize your pipeline.
Seamlessly sync and share data between your Loan Origination System (LOS) and Shape. Reduce manual data entry and mitigate the common struggles of loan officers including duplicates, missing requirements, or errors in data.
We API with your LOS to dynamically update contact information, loan applications, loan statuses, documents, and any other relevant information.
Send beautiful co-branded emails, flyers, and landing pages with your realtors and partners. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.
Provide a professional co-branded borrower portal and leverage Shape's many partner and referral management features to maximize the ROI of your closed loans.
Shape's task management kanban or list view makes it easy to work through your task list. Turbocharge your efficiency and collaborate with team members to make working your daily tasks a breeze.
Seamlessly sync your Google and Outlook calendars to Shape to make managing your events even easier. Manage your team on one shared calendar and automate scheduling.
Simplify your loan officers' days by taking the guesswork out of what the best sales opportunities are to contact. Work smarter by automating your sales pipeline and creating the best closing opportunities among your leads.
Set your team up for success with Shape's ready-made views, or create your own customized views. Stop using dated workflows and get automated.
Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more
Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more loans
Leverage Shape's email servers to track click-through, open, and bounce rates, ensuring effective monitoring of your mortgage email drip campaigns. Keep client conversations organized with our integrated email inbox
Allow the Shape team to create your landing pages, saving you from the complex process of selecting the right tools and sparing you months of design work that may ultimately fall short when integrating with your tech stack. Our range of customizable template options ensures we have your needs covered.
Customize your user experience through inbound call routes, seamless appointment booking, and interactive lead funnels for lead qualification. Enjoy the freedom to choose your preferred service methods, guaranteeing personalized experiences and optimal results for you and your customers.
Streamline your scheduling process with integrated calendar automation. Say goodbye to endless back-and-forth emails when trying to find the perfect time to connect. Experience the convenience of efficient scheduling and unlock more high-value meetings.
Lead funnels revolutionize lead qualification with interactive, quiz-style forms that effortlessly captivate prospects and encourage meaningful connections. Engineered using Conversion Rate Optimization (CRO) principles, these forms consistently deliver 3x more qualified leads compared to conventional contact forms.
Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.
Brady Webb, CEO American Mortgage Solutions Inc.
Source: Shape G2 reviews
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