Most loans have more than one applicant. Jupiter allows loan officers to invite multiple borrowers to a loan.
How to invite a borrower to a new loan
1. To start a new loan application, click '+ New Loan' in the "Loans" section.
If you would like to invite a borrower to an existing loan please skip these steps and scroll down to the next section.
Screenshot: Displays the Loans page with the Loans tab and the New loan button highlighted.
2. Select "I want to create a new borrower" or " I want to use an existing borrower" using the checkbox.
Screenshot: Displays the Create a new loan page with the I want to create a new borrower and I want to use an existing borrower checkboxes highlighted, and the Continue button highlighted.
3. For a new borrower, fill in the borrower’s name and contact information, and other optional fields.
4. Select the "Invite the borrower to create an account" checkbox.
5. Type a message to the borrower if you'd like and click 'Continue'.
Screenshot: Displays the borrower details form with the Invite the borrower to create an account checkbox and the Continue button highlighted.
Your invite will be sent via email to the borrower.
How to invite multiple borrowers to an existing loan
1. Go to the loan and click on "Application".
2. Select "Borrowers' from the top menu.
3. Click "+" to add an additional borrower.
Please note: All borrowers must have their own email to create an account.
Screenshot: Displays the Borrowers section of the Application with Loans tab, Borrowers tab and the "+" add borrower icon highlighted.
4. Fill out the new borrower’s details and save changes.
Screenshot: Displays the borrower's Personal details page with the Save changes button highlighted.
5. You can choose to invite this new borrower to fill out the application with the original borrower or don't send an invite so the primary borrower can fill out the application for this person. To invite the new borrower click on "Borrower tools" from the top menu and then selecting "Portal access".
Videoclip: Shows how to access the Borrower tools popup and open the Portal access area so that the Invite borrower link can be selected and the Message to the borrower can be updated.
6. Select what type of access you want the borrower to have (full access to the application and document uploads or just the ability to upload documents).
7. Then click on "Invite borrower"
Screenshot: Displays the Borrower tools popup with the What do you want this borrower to do in the portal? dropdown and the Invite borrower button highlighted.
Your invite will be sent via email to the borrower.
Important: If you need a document signed electronically (e-signed) the other borrower must be added to the application but does NOT have to be invited if they don't need to complete an application or upload documents. Click "Add an additional borrower" and enter their details.
Anything sent for e-signing, the borrower must have their own email address and sign themself. Do not share/use another person's email address who is on the loan.
Can a borrower invite additional borrowers within their application?
Yes! The primary borrower can also invite other borrowers within their personal application by clicking on "Add a borrower".
Screenshot: Displays the primary borrower's application menu with the Add a borrower link highlighted.
Once the borrower's contact information and email is added they can choose to invite them to the loan.
Screenshot: Displays the new borrower's contact page with the Invite the borrower to collaborate? checkbox highlighted.
An invite will be sent via email to the new borrower.
What if I've already invited a borrower, and they have submitted the application? Can I invite more borrowers?
Yes! At any time, you can go back into the loan and invite another borrower(s).
1. Go into the loan.
2. Select "Borrowers' from the top menu.
3. Click '+" to add an additional borrower.
Please note: All borrowers must have their own email to create an account.
Screenshot: Displays the Borrowers section of the Application with Loans tab, Borrowers tab and the "+" add borrower icon highlighted.
4. Fill out the new borrower’s details and save changes.
Screenshot: Displays the Personal details section of the Application with the Save changes button highlighted.
5. You can choose to invite this new borrower to fill out the application with the original borrower or don't send an invite so the primary borrower can fill out the application for this person. To invite the new borrower click on "Borrower tools" from the top menu and then selecting "Portal access".
Videoclip: Shows how to access the Borrower tools popup and open the Portal access area so that the Invite borrower link can be selected and the Message to the borrower can be updated.
6. Select what type of access you want the borrower to have (full access to the application and document uploads or just the ability to upload documents).
7. Then click on "Invite borrower"
Screenshot: Displays the Borrower tools popup with the What do you want this borrower to do in the portal? dropdown and the Invite borrower button highlighted.
Your invite will be sent via email to the borrower.
Tip: You can also select the borrower's name from the "Borrowers" menu and click on the three dots to "Invite", Hide, Delete, or make the borrower the Primary.
Jupiter doesn't lock the loan officer out of the application until it's submitted by the borrowers, even if the borrower has edit access. If necessary, you can go in and edit or add to the Application as it's being worked on before submission.
How to invite an "Existing borrower" from another loan into a new loan
1. To start a new loan application, click '+ New Loan' in the "Loans" section.
Screenshot: Displays the Loans page with the Loans tab and the New loan button highlighted.
2. Select " I want to use an existing borrower" using the checkbox.
3. Choose the borrower from your past loans that you wish to invite.
4. Select "Invite borrower" and type a message.
Screenshot: Displays the Who is the borrower? section with the Select an existing borrower dropdown with the Invite borrower to application checkbox highlighted.
Your invite will be sent via email to the borrower.
How to invite an existing borrower to an existing loan
1. Go to the loan and click on "Application".
2. Select "Borrowers' from the top menu.
3. Click on 'Create borrower from existing application"
Screenshot: Displays the Borrowers tab with the Create borrower from existing application link highlighted.
4. Select the borrower from an existing application you'd like to add.
5. Choose which borrower details you want to bring in to the loan.
6. Choose if you want their previous loan archived or not.
7. Click on "Save changes".
Screenshot: Displays the existing borrower selection with the Select details to copy checkboxes, the Archive current loan option, and the Save changes button highlighted.
8. Click on the borrowers name and select the three dots and choose "Invite".
Screenshot: Displays the borrower menu with the three-dot icon selected, showing the Invite, Hide from loan, Make primary, and Delete options.
Your invite will be sent via email to the borrower.
How to hide, delete or make a borrower primary
1. Go into the loan.
2. Select "Borrowers' from the top menu.
3. Click the three dots next to the borrowers name to reveal the drop down menu.
Screenshot: Displays the borrower menu with the three-dot icon selected, showing the Invite, Hide from loan, Make primary, and Delete options.
Select if you would like to hide from the loan, make the borrower the primary or delete them.
Additional Resources
Should you require further assistance please click the chat button in Jupiter or send an email to support@jupiterlos.com.