Jupiter offers several flexible ways to start a loan and collect a borrower’s application. You can create a loan on behalf of your borrower, import an existing file, copy an existing loan, or allow borrowers to start applications themselves using secure application links.

Click the arrow below to watch a video.

Video: Step-by-step instructions on how to start a loan and collect an application.

You can manually start a loan and invite your borrower to complete the application.

1. From the Dashboard, click on "Create a loan"

Screenshot: Displays the Create a loan link on the main Jupiter dashboard.

2. Select the Loan Officer and add a teammate if needed, then click Continue.

3. Choose Create New Borrower.

4. Click on "Continue"

Screenshot: The Create a new loan section, showing the Loan officer and Additional team members fields, the Create New Borrower checkbox, and the Continue button.

5. Enter the borrower’s basic information.

6. Check the box to include their phone number and invite them to the application. This ensures the borrower receives an invitation immediately.

7. Add a custom message if desired and click on "Continue".

Screenshot: The Who is the borrower? section, showing the optional Message to the borrower field for adding a custom message, and the Continue button.

8. Select a "Goal" and click on "Continue"

Screenshot: Displays the What is the goal of this loan? section and drop-down menu.

The borrower will receive an invitation to create their account and complete the application.

This option is helpful when you’re already working within the loan table.

1. From the loan screen, click "+ New loan" button.

Screenshot: Shows the + New loan button in the Loans section.

2. Select the Loan Officer and add a teammate if needed, then click "Continue".

3. Choose "Create new borrower".

4. Click on "Continue".

Screenshot: The Create a new loan section, showing the Loan officer and Additional team members fields, the Create New Borrower checkbox, and the Continue button.

5. Enter the borrower’s basic information.

6. Check the box to include their phone number and invite them to the application. This ensures the borrower receives an invitation immediately.

7. Add a custom message if desired and click on "Continue".

Screenshot: The Who is the borrower? section, showing the optional Message to the borrower field for adding a custom message, and the Continue button.

8. Select a "Goal" and click on "Continue"

Screenshot: Displays the What is the goal of this loan? section and drop-down menu.

The borrower will receive an invitation to create their account and complete the application.

If you already have an application file from another system, you can import it into Jupiter.

1. From the Dashboard, select "Import loan".

Screenshot: The Import loan button on Jupiter's main dashboard.

2. Drag and drop your MISMO 3.4 XML file into the upload area

Screenshot: Shows the pop-up with the Drag & drop area where files can be uploaded.

3. Click on "Import files" to complete the process and the loan will be created automatically in your Jupiter account.

You can also import from the "Loan" screen should you wish.

Screenshot: The Import MISMO 3.4 button within the Loans screen.

If a borrower is completing another purchase or refinance, you can copy an existing loan on Jupiter instead of starting from scratch.

1. Open the existing loan.

2. Go to the "Overview" tab.

3. Click on "Copy loan".

4. Confirm the primary borrower (required).

5. Choose whether to add additional borrowers, move the subject property to the borrower’s current address, move the subject property to properties owned and select what other information you wish to copy into the new loan.

5. Select the new loan goal (Purchase or Refinance).

6. Click on "Create copied loan".

Video clip: Demonstrates how to copy a loan, with options for which application items to include in the new application.

A brand-new loan will be created and visible on your main loan page.

Jupiter also allows borrowers to start applications on their own using secure links.. The personal application link is deal for use in your email signature, website, or an "Apply Now" button on your website.

Screenshot: The Copy personal app link option in the drop-down menu, accessed by clicking the initials or profile picture in the top-right corner of the Jupiter screen.

If you have any questions or need assistance, please click the chat button or email support@jupiterlos.com and our team will be happy to help.