Mortgage Call Reports (MCR) provide brokers with accurate reporting on loan activity, including received, funded, and disposed loans. To ensure your reports are complete and accurate, there are a few access and loan data requirements that must be met.

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To access Mortgage Call Reports, you must have administrator permissions for your organization.

1. Click your profile menu in the top-right corner of Jupiter.

2. If you have administrator access, you will see an option such as:

You should also see a "Reports " option in the main navigation menu at the top of the screen. If you don't see these options contact your brokerage manager and have them reach out to the Customer Success team to grant the appropriate permissions

Once you have access enabled, you can generate your report directly within Jupiter.

1. From the main Jupiter menu, click "Reports" and you will be taken directly to the "Mortgage Call Reports" page.

2. Choose the reporting period including the year and quarter. Jupiter will then display a list of states in which your brokerage conducted business during that time.

3. Click the state you want to report on from the dropdown menu and Jupiter will generate a preview of the Mortgage Call Report data for that state.

4. Review the data. You can toggle between different report sections to review the reporting data, including:

Before exporting, confirm that the report values are accurate.

5. Once satisfied, you can export your reporting data in two formats by clicking on "Export" and selecting either:

The report will automatically download .

To return to your standard team view, simply click the Jupiter logo in the top-left corner.

To ensure your Mortgage Call Report is accurate, it is important that all loans in Jupiter are properly updated and contain the correct information.

Each loan must be assigned to the correct loan officer.

You can verify this:

You can also edit the assignment if needed.

Every loan must have an accurate application received date.

To check:

1. Open the loan file

2. Look for the "Loan estimated due date" field in the top menu

3. If the field is blank or requires updating click on the arrow to expand and enter the correct received date.

Loan status is especially important for loans that have funded or become inactive.

Loans marked as "Closed and funded" must include:

When closing a loan, Jupiter will prompt you to enter compensation as:

Jupiter will calculate the total automatically.

Loans that were not funded must be marked as "Did not fund" in Jupiter and should include:

The reason the loan was disposed

Brokers are required to track any changes in the loan amount between the time the loan is received and when it is funded or disposed. Jupiter automatically captures these values:

Starting loan amount

Final loan amount

Jupiter will report any differences between the starting and final loan amounts in the Mortgage Call Report.

Loan amounts reported in Mortgage Call Reports will include:

These fees are included only if they are marked as "Financed".

Jupiter will automatically calculate these amounts based on:

Should you required further assistance please click on the chat bubble or email support@jupiterlos.com.