Save time and keep your messaging consistent by creating reusable communication templates in Jupiter.
What is the message template library?
Brokers communicate with borrowers at multiple stages throughout the loan lifecycle. When managing several files at once, this often means repeating the same messages over and over.
The "Template Library" in Jupiter solves this by allowing you to:
Create and save reusable message templates
Automatically populate borrower and loan details using placeholders
Quickly apply templates to borrower communications
⚠️ Note: Templates are user-specific. Each loan officer manages their own templates—these are not shared across team members.
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Where do I create my message templates?
1. Click on your picture or initials on the top right of the screen and select "Your account" to access your account settings.
2. Select "Message templates" from the left menu.
From here, you can view, create, edit, or delete all your saved templates.
How to create a message template?
You have two options when creating a new template:
Option 1: Build a message template from scratch
1. Click on your picture or initials on the top right of the screen and select "Your account" to access your account settings.
2. From your account settings, select "Message templates"
2. Click on "Create my first template" or if you've already created your first one, click on "Add a custom template".
3. Enter a "template name"
4. Copy and paste or write your message
5. Add placeholders (e.g., borrower name, loan officer, subject property)
6. Click on "Save".
This will save the template to your message template library so you can use it for future communications to your borrowers.
Option 2: Use a starter template
If you’re not sure where to start you can choose from Jupiter's pre-built templates (e.g., welcome message, document request, pre-approval) where you can edit the pre-filled content as needed to customize placeholders and wording.
1. Click on your picture or initials on the top right of the screen and select "Your account" to access your account settings.
2. From your account settings, select "Message templates"
2. Click on "Starter templates" and select the template you want to use from the dropdown menu.
3. Make any changes to the text and add in or remove placeholders.
4. Click on "Save".
This will save the template to your message template library so you can use it for future communications to your borrowers.
What are placeholders?
Placeholders allow Jupiter to automatically fill in key details when a template is used.
Below are the placeholders you can choose to include in your templates:
Borrower name
Loan amount
Subject property address
Organization name
Loan officer name
Loan officer email
Loan officer phone number
When applied to a loan file, these fields are populated automatically with the correct information.
Can I edit or delete a message template?
Yes. To update or remove a template:
1. Click on your picture or initials on the top right of the screen and select "Your account" to access your account settings.
2. From your account settings, select "Message templates"
3. Select the template you want to change and click on the pencil icon,
4. Make edits and click "Save".
5. To delete a template, select the template you want to change and click on the garbage can icon.
6. Click on "Save:"
How to add a template to a borrower message
1. Open the loan file.
2. Navigate to "Borrower Tools" on the right menu.
3. Select the borrower(s) you wish to message and then choose a template from the dropdown menu.
The message will automatically populate with placeholders filled in
💡Tip: You have the option to make any edits before sending. Edits made here will not overwrite your saved template.
4. Click to "Send via email" or "SMS"
All messages sent using templates are automatically logged in the borrower’s communication history.
Should you have questions please reach out to support by clicking the chat bubble or email support@jupiterlos.com.