Switch from Jungo to Base
Import your contacts and transaction history in minutes. No data left behind.
14-day free trial — no credit card required
Why Teams Switch from Jungo
Salesforce complexity is overkill for most loan officers
Jungo runs on Salesforce, which means you inherit Salesforce's learning curve, admin overhead, and configuration complexity. Most mortgage teams don't need enterprise-grade CRM — they need a tool that works without a dedicated admin. Base is purpose-built for simplicity.
Expensive Salesforce licensing on top of Jungo
Jungo requires a Salesforce license ($25–$300/user/mo) plus the Jungo subscription. Total costs add up fast for teams. Base is a flat $99/user/mo with everything included.
Requires admin expertise to customize
Changing workflows, adding fields, or adjusting automation in Jungo means working within Salesforce's admin console. Without a Salesforce expert on staff, even simple changes require a consultant. Base is configurable without technical expertise.
Difficult data export and portability
Getting your data out of Salesforce requires building reports or using Data Export tools. Contact data, loan data, and custom objects live in separate tables. Base makes your data accessible and portable.
Jungo vs Base
| Feature | Jungo | Base |
|---|---|---|
| Starting price | $25/user/mo + Salesforce license | $99/user/mo (all-in) |
| Setup complexity | Requires Salesforce admin | Self-service setup |
| Call recording | Third-party add-on | Included |
| Auto call transcription | Not included | Included |
| Pipeline management | Salesforce Opportunities (complex) | Visual drag-and-drop pipeline |
| Document management | Salesforce Files | Built-in document management |
| Contract required | Annual Salesforce contract | No contracts |
What Transfers
Transfers automatically
- Contact names, emails, and phone numbers
- Addresses (Mailing fields)
- Lead sources
- Notes (Description field)
Must be recreated in Base
- Loan pipeline data (separate Salesforce object)
- Jungo workflow automations
- Custom Salesforce triggers
- Encompass LOS integration data
- Document checklists
How to Export from Jungo
- 1
Open Salesforce Reports
Jungo runs on Salesforce. Go to the Reports tab in Salesforce.
- 2
Create a contact report
Create a new report using Contact fields. Include all the fields you want to export (name, email, phone, address, etc.).
- 3
Export to CSV
Click Export to CSV to download. Alternatively, go to Setup > Data Export > Export Now for a full database export.
- 4
Download the CSV
Save the CSV file to your computer.
- 5
Import into Base
In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file.
Column Mapping Cheat Sheet
Base auto-maps most Jungo columns. Here's what maps where:
| Jungo Column | Base Field | |
|---|---|---|
First Name | First Name | |
Last Name | Last Name | |
Email | ||
Mobile Phone | Phone | |
Mailing Street | Address | |
Mailing City | City | |
Mailing State/Province | State | |
Mailing Zip/Postal Code | Zip | |
Lead Source | Source | |
Description | Notes | |
Contact Owner | Skipped |
Column names may vary slightly depending on your Jungo version. Any unrecognized columns can be mapped manually during import.
Tips for Jungo Users
- Salesforce exports include internal IDs (Id, AccountId, OwnerId) — these are automatically skipped during import.
- Custom fields have a "__c" suffix in the column name.
- Loan data is stored on a separate Salesforce object. A standard contact export won't include loan details unless you build a joined report.
- Field names may vary depending on your Jungo version and Salesforce configuration.
Import Into Base
Quick Import Steps
- 1.Go to Contacts and click Import > Import Contacts
- 2.Upload your CSV file — Base auto-maps most columns from Jungo
- 3.Review the column mapping and fix any mismatches
- 4.Preview your data and click Import
After Import: Next Steps
Set up your pipeline
Customize pipeline stages to match your workflow.
Import transaction history
Import past deals to see your complete track record.
Invite your team
Add team members and assign contacts.
Follow the setup checklist
The dashboard checklist guides you through remaining setup.
Ready to switch from Jungo?
Start your free trial and import your contacts in minutes. No credit card required.