Below are some example inputs you can use to try out the “AI create application” button on Jupiter. Simply copy and paste the information below into the AI chat box to create sample loan applications using each type of information.
Simple starter prompts
Simple prompt examples to jumpstart an application:
New purchase loan for Bart Simpson, bart@example.com
New refinance loan for Homer Simpson and Marge Simpson, homer@example.com and marge@example.com
New purchase plus renovation loan for Bruce Banner, bruce@example.com. $500,000 purchase price, $100,000 down payment, $150,000 renovation costs.
Copy and paste from an email chain
Copy an email chain and paste it into AI.
The property is 729 15th Street NW, Washington, DC 20005. The remaining loan balance is $421,000 with 21 years remaining on the loan term.
I’m employed by Safeway in downtown DC on 11th Street and earn approximately $46,000 annually.
On Thu, Jun 13, 2024 at 12:24 PM Bob Loan Officer bob.loanofficer@example.com wrote:
Hey Clark,
Absolutely — I just need a few pieces of information to review your loan options: the property address, remaining loan balance, and remaining loan term.
Please also share your current employment and income details so I can determine the best loan program for you.
Regards,
Bob Loan Officer
On Thu, Jun 13, 2024 at 12:23 PM Clark Kent clark.kent@example.com wrote:
Hi Bob,
I have a refinance coming up with my current lender on August 30th and wanted to see if you could help me find a better rate. My current rate is 5.99%.
Thanks,
Clark Kent
Use a chat / telephone conversation transcript
Paste in a call or chat transcript between a loan officer and a borrower.
Loan Officer (Emma): Good afternoon, this is Emma from Liberty Home Loans. How can I help you today?
Borrower (John): Hi Emma, I’m interested in getting a loan preapproval. Can you help me with that?
Emma: Absolutely, John. I’ll collect some information to complete your loan application. Do you have a few minutes?
John: Yes, I do.
Emma: Great. Let’s start with your personal details. What is your full legal name, date of birth, and marital status?
John: John Michael Thompson, July 15, 1985, married.
Emma: Thank you. What is your current primary residence address?
John: 123 Main Street, Seattle, Washington, 98101.
Emma: And the best phone number and email address to reach you?
John: 206-555-7890 and john.thompson@example.com.
Emma: Perfect. Let’s move on to employment. Where are you currently employed and what is your job title?
John: Northern Tech Solutions, Senior Software Engineer.
Emma: How long have you been with your current employer?
John: Five years.
Emma: And your gross annual income?
John: About $95,000 per year.
Emma: Do you receive any additional income such as bonuses, rental income, or freelance work?
John: No, just my salary.
Emma: Understood. Please describe your assets and liabilities, including bank accounts, retirement accounts, loans, and credit cards.
John: I have $20,000 in savings, $15,000 in a 401(k), an $8,000 student loan, and a $1,500 credit card balance.
Emma: Thank you. How much are you planning to use for a down payment?
John: Around $30,000.
Emma: What purchase price range are you targeting?
John: Between $400,000 and $450,000.
Emma: Will there be any additional borrowers on the loan?
John: Just my wife and me.
Emma: Great. I have everything I need to proceed with your loan preapproval and will follow up shortly.
Include a full written description
A complete written description that jumpstarts a nearly complete loan application
This loan application is for Bobby Zang, who intends to purchase a property located at 6900 Airport Road, Orlando, FL 32809, USA using a purchase plus renovation loan.
Loan Details
Purchase Price: $400,000
Down Payment: $43,000
Renovation Costs: $30,000 (garage addition)
Intended Occupancy: Primary residence
Estimated Closing Date: May 31, 2024
Loan Purpose: Purchase plus renovation
Subject Property State: Florida
Loan Terms
Loan Term: 30 years
Interest Rate: 3.5%
Loan Program: Conventional
Payment Type: Principal & Interest
Payment Frequency: Monthly
Rate Type: Fixed
Borrower Information
Name: Bobby Zang
Email: bobby@hotmail.com
Mobile Phone: (407) 918-5205
Work Phone: (407) 888-9999
Marital Status: Single
Date of Birth: April 4, 1975
Dependents: 0
First-Time Homebuyer: No
Income
Primary Employment
Employment Status: Employed
Employer: Lendesk
Employer Location: Miami, FL
Job Title: Sales Associate
Annual Income: $75,000
Employment Start Date: February 2, 2013
Employment Type: Full-time
Industry: Technology
Secondary Employment
Employment Status: Self-employed
Business Name: Bobby’s Contracting LLC
Business Location: Tampa, FL
Job Title: Contractor
Monthly Income: $500
Business Start Date: February 3, 2018
Business End Date: February 2, 2023
Business Structure: LLC
Industry: Construction
Additional Income
Income Type: Child support
Monthly Amount: $1,000
Start Date: February 4, 2017
Assets
Checking & Savings Accounts: $200,000
$50,000 designated for down payment
Liabilities
Revolving Credit
Credit Limit: $15,000
Outstanding Balance: $2,000
Monthly Payment: $60
Housing History
Current Residence
312 Aurora Heights Drive, Aurora, CO 80012
Occupancy Type: Owner-occupied
Occupancy Start Date: February 3, 2022
Previous Residence
740 Bathurst Street, Denver, CO 80204
Occupancy Type: Owner-occupied
Occupancy Dates: March 3, 2016 – February 2, 2021
Real Estate Owned
Property Address: 312 Aurora Heights Drive, Aurora, CO 80012
Current Value: $400,000
Annual Property Taxes: $4,500
Original Purchase Price: $150,000
Monthly Utilities: $100
Property Disposition: To be sold
Include in DTI Calculation: Yes
Subject Property Information
Property Address: 6900 Airport Road, Orlando, FL 32809
Property Type: Single-family detached
New Construction: Yes
Year Built: 2023
Living Area: 2,100 sq ft
Lot Size: 6,000 sq ft
Garage: Single, attached
Heating Type: Electric
Water Source: Municipal
Sewer Type: Municipal
Units: 1
Annual Property Taxes: $4,000
Monthly Utilities: $100
Purchase Price: $400,000
Appraised Value: $500,000
Include in DTI Calculation: Yes
Should you require assistance please click on the chat bubble in-app or email support@jupiterlos.com.