The client is a mortgage provider focused on fast, transparent lending for purchase and refinance borrowers. They run lean teams and depend on clean data and timely borrower updates to move files forward. They had struggled with manual lead handling, duplicate data entry across Jungo, ARRIVE, and Salesforce, and inconsistent steps from lead to loan that slowed responses and created errors. 

In this case study, you’ll learn how we: 

• Integrated Jungo and ARRIVE with Salesforce to create a single source of truth 

• Automated contact creation, lead creation, and conversion to loan at the right stage 

• Set up real-time sync so updates in one system appeared in the others 

• Implemented 360 SMS and email automations for confirmations, reminders, and missing info