BluMortgage vs Jungo – CRM Comparison

Both BluMortgage and Jungo are popular mortgage broker CRMs.

They offer similar functionality- leaving many brokers asking, “What’s the Difference?” and “What Platform is Best for My Mortgage Business?”.

In this article we review top criteria when considering a CRM, and how the 2 platforms stack up against each other.

Here are 4 points to consider:

Data & Integrations

Data is the life-blood of any CRM. If you don’t have good data, the fanciest of CRM features is not useful.

BluMortgage and Jungo are both independent of any deal submission platform or brokerage / network. This means that the data in these CRMs is 100% owned by you, and your client database & client journey stays with you- regardless of how your career evolves or what new innovations come to market.

Both BluMortgage and Jungo connect with Calendly, Zapier, Gmail and Outlook. BluMortgage is supported by the Zoho Marketplace and Jungo by the Salesforce AppExchange for more out-of-the-box connections. They also both support a fully open API for custom integrations.

The biggest difference is the fact that BluMortgage connects to Filogix, Velocity, Finmo, Scarlett and BOSS. Whereas Jungo only connects to Velocity (for Canadians).

If you’re a Canadian not using Velocity, then BluMortgage is the clear winner. Otherwise, this category would be a tie.

Platform

Many brokers don’t realize this, but both BluMortgage and Jungo are not built from scratch, but use external platforms as their foundation.

BluMortgage is built on Zoho One. Zoho is a global CRM used by 100M users worldwide. BluMortgage is the version of Zoho that is specific to Canadian mortgage brokers.

Jungo is built on Salesforce, which is the pioneer and global leader in the CRM space (I mean their ticker symbol is “CRM” 😂). Jungo is the version of Salesforce specific to loan officers. They serve both Canada and the US, but they’re based in the US and focus on that market.

Unless being US-based is a deal-breaker, Jungo and the Salesforce platform is the winner in this category given Salesforce’s market leadership.

Functionality

For their CRM, most Canadian mortgage brokers prioritize post-close stay-in-touch, managing a live deal and ensuring clients & partners are in-the-loop. BluMortgage does all this quite well, and Jungo does most. The biggest gap is that since they are US-based, there is no 5-year renewal based campaign.

Jungo and BluMortgage both have a high degree of customizability. This means a higher learning curve, but once mastered, the possibilities are endless as your business evolves.

BluMortgage has the added bonus of their productivity suite, which include e-Sign, Calendar Booking, Email Marketing and more- all at no added cost.

The pre-built renewal campaign and productivity suite makes BluMortgage the winner for this category.

Pricing

No comparison would be complete without an analysis of pricing. For quite a few brokers, this is the most important criteria.

BluMortgage costs $90USD/user/month, which includes the entire productivity suite (for some brokers this is $1,200+/year in savings).

Jungo actually doesn’t post their pricing on their website. Anecdotally, we’ve heard prices ranging from $90USD/user/month to $325USD/user/month (for Salesforce’s Financial Services Cloud).

Given the lack of clarity and high upper bound for Jungo, BluMortgage is the winner for this category.

Conclusion

When it comes down to it, both BluMortgage and Jungo are solid CRMs. Which one is right for you and your business will depend on how you prioritize the above factors.

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