Using Fee Worksheets you can create, save, compare, and share closing cost scenarios directly within a loan file.
Video: Step-by-step demonstration of how to Create, Save, Compare and share closing costs scenarios directly within a loan file.
The Fee Worksheets feature allows you to create professional closing cost estimates for borrowers without using spreadsheets, fillable PDFs, or external tools.
With Fee Worksheets, you can:
Build custom fee scenarios
Include closing costs, prepaid items, escrow reserves, and credits
Generate branded PDF worksheets
Create multiple versions for comparison
Save and revisit worksheets anytime within the loan file
Important: Fee Worksheets are informational documents only. They are not Loan Estimates and do not require borrower signatures. They should not be used as regulatory disclosure documents.
How to access Fee Worksheets in Jupiter
Open a loan file in Jupiter LOS.
Navigate to the Fee Worksheets section.
Screenshot: Fee Worksheets link displayed on left menu of an open loan application.
Select Start New to create a new worksheet.
Screenshot: Start new button displayed within the Fee Worksheets section of open application file.
A new draft worksheet will be created and ready for editing.
Screenshot: Newly created Fee Worksheet displayed and ready to input values.
Fee Worksheets allow you to enter estimated costs associated with a mortgage transaction.
How to Add Standard Fees in the Fee Worksheet
You can enter common fees such as:
Administrative Fees
Underwriting Fees
Discount Points
Appraisal Fees
Simply enter your fee data in the fields within the displayed open Fee Worksheet.
Screenshot: Editable fields displayed to input common fees data in Fees Worksheet.
How to add Custom Line Items in the Fee Worksheet
Need to include a fee that isn't listed in the Fee Worksheet?
Click the Add a new line item.
Screenshot: Displays Add a new line item button location to create a new line in the Title and settlement services section of the Fee Worksheet.
2. Enter a custom line description.
3. Enter the fee amount.
Screenshot: Displays where to enter your custom line description and the corresponding fee amount.
How to Add Prepaid Items and Escrow Reserves in the Fee Worksheet
Continue through the worksheet to enter:
Homeowners Insurance
Property Tax Reserves
HOA Fees
Escrow Requirements
Additional Adjustments and Credits
Screenshot: Displays Escrow required toggle switch and where to add Prepaid Items and Escrow Reserves data.
How to View the Cost Summary in the Fee Worksheet
As fees and costs are entered, Jupiter automatically updates the summary panel.
The summary provides a real-time view of:
Total Closing Costs
Prepaid Items
Escrow Requirements
Estimated Cash to Close
This allows you to review the impact of changes before generating the final worksheet.
Screenshot: Displays the Cost Summary section in the open editable Fee Worksheet.
How to Save and Preview the Fee Worksheet PDF
When your worksheet is complete:
Select Save & Preview PDF
Screenshot: Displays two locations where you can select the Save & Preview PDF button.
A PDF version of the worksheet will be generated and opened in a new browser tab.
The PDF includes:
Your company branding and logo
Loan details
Estimated fees and costs
Summary information
You can download or share the PDF with your borrower as needed.
Screenshot: Displays the location of the Download icon within the generated pdf of the Fee Worksheet that was saved.
How to copy and update an existing Fee Worksheet
One of the most powerful features of Fee Worksheets is the ability to compare different cost scenarios. You can do this by copying an existing Fee Worksheet and updating it.
Existing Worksheet
Within your open loan file in Jupiter, Navigate to the Fee Worksheets section.
Click on the Copy icon on one of your existing Fee Worksheet lines.
Screenshot: Displays the Fee Worksheets section in an open loan application and the location of the Copy icon for the first version of the Fee worksheet.
3. Make any necessary adjustments.
4. Save the new version.
Screenshot: Displays a sample where the Underwriting fee is added as an adjustment and the location of the Save and Preview PDF button.
The copied worksheet automatically carries over all previously entered information, reducing data entry and saving time.
How to Add Descriptions and Notes to your Fee Worksheets
When creating or copying a worksheet, you can add a custom description.
Examples:
With Underwriting Fee
FHA Option
Conventional 20% Down
First-Time Homebuyer Scenario
Descriptions help distinguish between multiple worksheets and make it easier to identify the purpose of each scenario.
Screenshot: Displays where you can add the new Fee Worksheet Version's description.
How to Manage Saved Worksheets
From the Fee Worksheets landing page, you'll see a list of all saved worksheets for the loan file.
Each worksheet displays:
Date generated
Monthly payment
Base loan amount
Loan type
DTI
Custom Description (if added)
From this page, you can:
Open a worksheet and download the PDF again
Create a copy of a recent Fee Worksheet
Delete a Fee Worksheet
Screenshot: Displays a list of Fee Worksheets in an application and the corresponding links to access the Fee worksheet pdf, Copy and Delete links.
Fee Worksheet Best Practices
✔ Create separate worksheets for multiple loan options
✔ Use descriptions to clearly identify each scenario
✔ Review the summary panel before generating the PDF
✔ Share worksheets as an educational tool for borrowers
Need help?
If you have questions about how your data is collected, used, or protected, our team is happy to help.
📧 Contact us at support@jupiterlos.com