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How to submit a loan

Written by Marnie George
Updated over 2 months ago

This article walks you through how to review and submit a loan in Jupiter, including validating the application, selecting products, and submitting the deal to Rocket Pro.

When to Submit a Loan

Once you have:

  • Completed the full loan application

  • Collected all required borrower information

  • Reviewed the deal structure

You’re ready to review pricing and submit the loan to Rocket Pro.

Click the arrow below to watch a video.


How to access Rocket Pro from the loan file

1. Open the loan file you want to submit.

2. At the top of the loan, click on "Rocket Pro" and .log directly into your Rocket Pro account. From Rocket Pro, you can:

  • Review available products

  • Confirm pricing

  • Identify the best solution for your client

Once you’ve selected your product and pricing, return to Jupiter to submit the loan.

Note: ✅ Your account is typically pre-configured by your account manager, including Rocket Pro authentication.


How to submit a loan to Rocket Pro

1. Open the loan file

2. Click on "Submit" from the left menu

3. In the "Submission requirements" section, you will see the required validations.

  • Click on a validation error to jump directly to the section of the application that needs to be updated.

  • Make the necessary changes (for example, adding a missing phone number).

  • Return to the "Submit" section once complete.

Important: All required validations must be resolved before submission.

5. Scroll down to review the "Loan submission" to review the Loan Submission Summary.

This shows:

  • Borrower and loan details

  • What information will be sent to Rocket Pro

This is your final checkpoint to ensure accuracy.

5. When you are satisfied with the submission click on "Submit to Rocket Pro" to submit the loan. If your Rocket Pro authentication is set up correctly, you’ll see available lender products displayed. The submission will process, and a loading indicator will appear.

After submission:

  • The loan will appear in the "Submission history" section

  • You’ll see the submission status, date, and time

The loan will also appear in your Rocket Pro pipeline.

Important: After submitting from Jupiter:

  • The loan will appear in Rocket Pro as unregistered

  • Navigate to "Unregistered Files" in Rocket Pro

  • Open the file and complete the remaining steps to register the loan

Registration is required to officially begin the process with Rocket.


How to resubmit a loan

Note: Resubmitting the loan will create a new loan submission.

To resubmit a loan, simply click the “Submit to Rocket Pro” again.


Addressing submission errors

1. If the Loan officer does not have an NMLS ID

Please contact customer support at support@jupiterlos.com

2. Authentication with Rocket Pro is incomplete

Please contact customer support at support@jupiterlos.com


Additional resources


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.

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