The Status column in Jupiter tracks each loan’s progress through seven stages, from App intake through Closed and funded or Did not fund. Loan statuses can be changed manually from the Loans dashboard or from inside a loan, and some statuses also update automatically based on borrower and lender actions.
How do I change the status of a loan from the Loans dashboard?
From the dashboard, the Status column on each loan row contains a dropdown arrow that opens the status selector. The full path is Loans dashboard → Status column → arrow.
1. Open the Loans dashboard.
2. In the Status column for the loan you want to update, click the arrow and select the new status.
Screenshot: Open the status dropdown from the Status column on the Loans dashboard.
The loan’s status updates immediately and reflects the new stage everywhere the loan appears in Jupiter.
How do I change the status of a loan from within the application?
Inside a loan, the status dropdown lives in the Application tab on the left side of the screen. The full path is Loan → Application tab → status dropdown.
1. Click into the loan to open it.
2. Switch from the Overview tab to the Application tab.
3. Click the status dropdown on the left side of the screen and select the new status.
Screenshot: Status dropdown on the left side of the Application tab.
The loan’s status updates immediately and reflects the new stage everywhere the loan appears in Jupiter.
What do the Jupiter loan statuses mean?
Jupiter uses seven loan statuses to track a loan from initial creation through final outcome. Two of those statuses — Closed and funded and Did not fund — are terminal and cannot be changed once selected.
Status name | What it means and when it ends |
App intake | Initial stage where a loan is created in Jupiter (by broker or borrower). Preliminary data is gathered until the borrower submits all required information for financial assessment. |
Initial review | The borrower has submitted enough information for credit, income, and debt analysis, but has not provided all 6 pieces of information required for TRID. Loan officers may issue pre-qualification at this stage. The status ends when the borrower finds a property or signals intent to proceed with the application. |
Processing | The final piece of TRID-required information has been entered. The loan officer and team prepare for submission through hard credit pulls, product selection, document collection, and disclosure generation. The status ends when the loan is submitted to the lender. |
Underwriting | The loan has been submitted to Rocket Pro. The status ends when all underwriting conditions are satisfied and the closing disclosure (CD) is signed. |
Cleared to close | The closing disclosure (CD) has been signed by all parties. The status ends when funds are disbursed and the loan is fully closed. |
Closed and funded | Loan funds have been disbursed and the loan process has ended. Once you select this status, you will not be able to change it again. |
Did not fund | The loan is no longer active and will not proceed to funding — for example, due to borrower withdrawal, credit denial, inactivity, or other reasons. Once you select this status, you will not be able to change it again. |
Warning: The Closed and funded and Did not fund statuses are terminal — once selected, they cannot be changed. Confirm the loan outcome before applying either status.
Frequently asked questions
How is a loan’s status changed in Jupiter?
Loan statuses can be changed manually from the Status column on the Loans dashboard or from the status dropdown inside the loan’s Application tab. Some statuses also update automatically based on borrower and lender actions.
Which loan statuses cannot be changed once selected?
Two statuses are terminal and cannot be changed: Closed and funded (funds disbursed, loan complete) and Did not fund (loan will not proceed). Confirm the outcome before applying either status.
What does the App intake status mean?
App intake is the initial stage where a loan is created in Jupiter, either by a broker or by a borrower. Preliminary data is gathered during App intake until the borrower submits all the information required for financial assessment.
When does a loan move from Initial review to Processing?
A loan moves from Initial review to Processing when the final piece of TRID-required information is entered — the sixth of six TRID data points. Initial review covers credit, income, and debt analysis when the borrower has submitted enough information for those but has not yet provided all 6 TRID items.
What happens in the Processing status?
In Processing, the loan officer and team prepare the loan for submission to the lender through hard credit pulls, product selection, document collection, and disclosure generation. The status ends when the loan is submitted to the lender.
What does the Underwriting status mean in Jupiter?
Underwriting means the loan has been submitted to Rocket Pro and is being underwritten. The status ends when all underwriting conditions are satisfied and the closing disclosure (CD) has been signed.
What does Cleared to close mean?
Cleared to close means the closing disclosure (CD) has been signed by all parties. The status ends when funds are disbursed and the loan is fully closed.
What is the difference between Closed and funded and Did not fund?
Closed and funded means the loan funds have been disbursed and the loan process has ended successfully. Did not fund means the loan is no longer active and will not proceed to funding — common reasons include borrower withdrawal, credit denial, or inactivity. Both statuses are terminal and cannot be changed once selected.
If you need further assistance, click the chat button in Jupiter or email support@jupiterlos.com and our team will be happy to help.