Text the leads before they become loans in Jungo.
Quick answer: LoanWick is an AI texting assistant for loan officers. The Jungo connection is still being built, so nothing texts your Jungo leads yet. Sign up now for a free 60-day LoanWick texting trial while it is set up, subject to the review terms on this page. Bonzo is the only live connection today.
Jungo is a mortgage CRM built on Salesforce that syncs loan data from your LOS. That makes it strong once a loan exists. The earlier stretch, when a lead has asked a question but has not applied, is where a fast, personal text matters most. LoanWick is an AI texting assistant for that stretch. Its Jungo connection is in progress and not live yet.
LoanWick is an independent product. It is not made, sponsored, endorsed by or affiliated with Jungo. The Jungo connection is in progress and is not live yet.
Two kinds of records live in Jungo
Jungo says it integrates with Encompass, Calyx Point, Byte, LendingPad and Velocity, and that synced loan records update about every 15 minutes. Its automation can send milestone emails to borrowers, agents and title. That is in-process loan communication.
Leads are different. A lead who filled out a form last night has no loan number and no milestone. They need a quick reply, a question or two, and a call with you. Mixing the two is risky: a borrower in underwriting should not get a sales-style “still interested?” text.
Draw the line before any automation runs
Because Jungo is highly configurable, your stage and field names may not match anyone else’s. Plan to map them one by one during setup.
| Record state | Who leads | Planned assistant behavior |
|---|---|---|
| New lead, no application | Reply and follow up by text | Assistant may text in approved stages |
| Application started | Officer-led conversation | Reply-only or excluded |
| Loan in process (LOS-synced) | Milestone updates from Jungo | Excluded from assistant texts |
| Closed or past client | Long-term nurture | Only with explicit approval and consent |
How it will work with Jungo (in progress)
Map your stages
Planned: list your Jungo lead and loan stages and set each to follow up, reply only, or never text.
Read context first
Planned: read the lead owner, notes and conversation history before writing.
Reply and follow up
Planned: answer replies by text and follow up quiet leads within opt-outs, texting hours and sending limits.
Hand off and record
Planned: offer your booking link and write the outcome back so your team sees it in Jungo.
Status: the Jungo connection is not fully built. Nothing here describes a live feature.
60 days free while the connection is set up
Sign up for the Jungo version and you get a free 60-day trial while the connection is set up. Test conversations now in the browser demo with fictional leads. No real texts go out until setup is tested and activation is approved. The safety floor matches Bonzo: STOP ends assistant texts, sends stay inside the lead’s local window within the federal 8 AM–9 PM limit and supported state rules, and the assistant steps back when you text. Texting is the core product.
Free 60-day trial while the connection is set up. Trials are subject to review and aren’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.
Jungo AI text follow-up: common questions.
Does LoanWick work with Jungo?
What are the terms of the free 60-day Jungo trial?
Will the assistant text borrowers whose loans are in process?
My Jungo is customized. Will that matter?
Is this the same as the Salesforce version?
Sources and review scope
First-party descriptions checked October 11, 2026. Capabilities, prices, and availability can change. Confirm required workflows directly with each provider.