Test cycle Oct 14, 202632 CRMs tested7 checks per CRMScores never for sale. The test protocol
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Test report · cycle Oct 14, 2026

Jungo: 53/100

Pass with notes #2 of 5 mortgage & lending CRMs. A mortgage CRM built on Salesforce, with Encompass and Floify integrations.

Test results

TestResultPointsRule
Published pricing◐ partial8/2020 if the vendor publishes a starting price; 8 if only a third-party estimate exists; 0 if quote-only.
Plan transparency✕ fail0/1515 if three or more plans show a price; 10 for two; 5 for one; 0 for none.
No hidden fees✓ pass15/1515 with no extra costs found (onboarding fees, seat minimums, usage charges, paid add-ons); minus 5 for each one found.
Free plan✕ fail0/1010 if a free plan exists; 0 if not.
Small-team access◐ partial5/1515 if one user can buy; 10 if the minimum is 2–3 users; 5 for up to 10; 0 above that.
Industry integrations✓ pass15/1515 if it connects to industry systems (LOS, practice management, IDX); 0 otherwise.
Google and Microsoft fit✓ pass10/105 each for Google Workspace and Microsoft 365 integration.
Total53/100

Pricing found

Source: Capterra, checked Oct 14, 2026. Estimate

CustomQuoteThird-party estimate about $129 per user, Salesforce license included

No hidden fees found on the pricing page.

First-year cost on the entry plan

TeamFirst year
1 user$1,548
5 users$7,740
10 users$15,480
25 users$38,700

Fit

Teams that already run Salesforce or want its depth. Best for 5–500 users. LOSGoogle WorkspaceMicrosoft 365

Skip it if: Teams without someone to administer Salesforce.

Head to head

Other mortgage & lending CRMs

All test results