Jupiter gives you the ability to reflect your brand by customizing your borrower portal theme.
Note: You must be a team administrator in order to make these customizations as you require access to your "Team Settings"
Following these tips will help you create a branded and good experience for your borrowers.
How to access customization in your borrower portal
To access, click "Settings” on the top menu and select "Borrower portal".
Screenshot: Displays the Manage team settings page, with Settings highlighted in the top menu and Borrower portal indicated in the Team settings sidebar.
This will take you to the "Borrower portal" page where you can customize your theme and color combinations.
Screenshot: Displays the Theme page of the Borrower portal settings, where the Primary color, Secondary color, and Success color are set and the text colour shown on top of each is selected.
How to pick the correct primary and secondary colors
For the primary and secondary colors, we recommend you pick colors that most represent your brand.
If you are unsure of the exact color code for your colors you can find them by uploading your logo to https://color.adobe.com/create/image (this is a 3rd party website not affiliated with Jupiter).
Tip: Remember the primary color will be predominant on your borrower portal, so make sure to pick a color that is not overwhelming and is easily distinguishable on a white background.
How to ensure your application page is readable
It’s very important that all elements have enough contrast between the text and background colors so it can be easily read by anyone. You can choose between black or white text on top of every color, check the theme preview at the bottom to make sure text is visible in all your colors before saving your theme.
Using dark colors
Using light colors
How to follow conventions
We recommend you use tones of green/blue for your success color and avoid reds as this can be confusing to users.
Equally when choosing your error color try using tones that are associated with warnings such as red or orange.
How to test your theme
As you are building your theme, you can check your color combinations by scrolling down to "Preview your theme colors" to make sure all your colors and text have good contrast and can be read.
Screenshot: Displays the lower section of the Theme page, where the Review color and Error color are set and the resulting combinations are shown under Preview your theme colors.
After you have saved your new theme, open the borrower portal and navigate around to make sure you haven’t missed anything and it's all looking good.
Screenshot: Displays the lower section of the Theme page, with the Open borrower portal link indicated under Check out your new borrower portal.
All the color choices you have made will appear now on your borrower portal. If you are happy with them, click on "Save changes" in Jupiter and this theme will display to your borrowers.
Screenshot: Displays the Sign client consent step of the borrower portal application, where the saved theme colors are applied to the buttons and progress indicators.
Of course if you are unhappy with your color choices, you can go back and edit those until you are satisfied. You also have the ability to reset the theme back to the standard default.
Screenshot: Displays the lower section of the Theme page, with the Reset theme to default colours link indicated above the Save changes button.
How to customize the footer
You can control which information will be shown to your clients at the bottom of the borrower portal. Your team's contact information, logo, name, organization name, and license (if available) will always be displayed in the footer.
However, you can choose if you also want to display the contact information of the loan officers working on the loan.
1. Click "Settings” on the top menu and select "Borrower portal".
Screenshot: Displays the Manage team settings page, with Settings highlighted in the top menu and Borrower portal indicated in the Team settings sidebar.
2. Then select "Footer"
3. Uncheck the options you don't want to show on your footer
Note: The main loan officer and other loan officers on the loan are turned on by default.
4. Click on “Save changes”
Screenshot: Displays the Footer page, with Footer indicated in the Team settings sidebar and the options under Agent contact information to display shown before saving.
The footer will be displayed on your Application page.
Screenshot: Displays the borrower portal Application page, where the configured footer is shown beneath the sign up form.
How to customize the "Terms of use & Privacy policy"
1. Click "Settings” on the top menu and select "Borrower portal".
Screenshot: Displays the Manage team settings page, with Settings highlighted in the top menu and Borrower portal indicated in the Team settings sidebar.
2. Then select "Privacy and terms"
Screenshot: Displays the Privacy and terms page, where the Terms of use URL and Privacy policy URL are entered and a preview of the footer is shown under Preview & test.
3. Enter the URL address for your team's "Terms of use" and "Privacy policy" to have them displayed in the borrower portal as links and click on "Save changes".
4. Those links will appear at the bottom of the borrower portal if entered.
Screenshot: Displays the borrower portal Application page, where the Terms of use and Privacy policy links are shown in the footer.
Should you need further help please click the chat button in Jupiter or send an email to support@jupiterlos.com.