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, ARRIVE, and Salesforce into a single workflow  

• Automated lead creation, loan conversion, and data synchronization  

• Implemented 360 SMS for borrower updates and milestone communications  

• Improved pipeline visibility with real-time loan tracking and reporting