Jupiter's smart documents system will suggest document requests based on the information in the borrower's application. You can choose to accept suggestions by clicking "Create request" or ignore them to request documents manually.
Click the arrow below to watch a video.
Video: Step-by-step demonstration about how to set up smart docs and request documents from a borrower.
How to set up smart docs in less than 30 seconds
1. Click on “Settings” to access your team settings in the left menu.
2. Select "Smart docs" from the left-menu.
3. Select “Yes” if you'd like to automatically request suggested documents after a borrower completes their application.
4. Click on "Save settings".
Video clip: Shows location of where to set up Smart Docs in Jupiter.
That's it! Now your borrowers will automatically receive document requests based on the information they enter in their application.
What will the borrower see when they submit an application and automatic requests are turned on?
1. Immediately after a borrower submits their application, they will be redirected to the home page in the portal.
2. Click “Go to documents” to see the list of requested documents
3. Start uploading your documents
Note: Any borrower on the loan can upload documents for all borrowers on the application. Once uploaded, they cannot be viewed by borrowers.
Video clip: Displays borrowers view of document request sent through Jupiter.
Borrowers will also receive an email confirming the submission of their application, and a button with a link to review their application portal to start uploading documents.
Screenshot: Sample image of email with link sent to borrower to access their application portal so they can start uploading documents requested by smart docs.
How to use smart suggestions in document requests
1. Open the existing loan in Jupiter'.
2. Go to the “Documents” tab.
3. You will see “Smart suggestions” for document requests under each borrower.
4. Click “Create request” to use the selected smart suggestions to create document requests, or you can click “Clear all” if you don’t want to use it.
Screenshot: Displays the smart suggestions page after clicking the Documents tab in an open application. Also displays the Create requests buttons for each borrower.
Note: If you don't see any smart suggestions, it's because no rules have been triggered from the application.
5. After you've created the document requests a message will be sent to the borrower with the new document requests.
How to customize the smart docs as a team admin
1. Click on “Settings” to access your team settings in the left menu.
2. Select "Smart docs" from the left menu.
Screenshot: Displays Smart docs tab in the menu on the team settings page.
3. Click the “Which document(s)?” dropdown menus to select which documents will appear for each trigger
4. Click "Save changes".
Note: The left side of the page has the "triggers" that are used to generate smart suggestions from the information in the borrower's application. The right side has the document that's suggested from the trigger.
Video clip: Displays how to access the page where you can select the the triggers used to generate smart suggestions and the dropdown menus where you can select the documents in each trigger.
How to "turn off" smart docs
1. Click on “Settings” to access your team settings in the left menu.
2. Select “Smart docs" from the left-menu.
3. Select “No ” if you'd like to turn off the automatic request of suggested documents.
4. Click on "Save settings".
Video clip: Displays how to access the Yes/No option to turn on/off automatic smart doc requests on the team settings page.
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.