Jupiter provides access to broker owners / brokerage managers or compliance managers to their brokers Jupiter accounts through the Control Center. Here you can manage your brokerage details, set-up automatic TRID detection for all teams in your organization, add forms and integrations in your organization. You also can view team's loans and access their team settings.
Important: In order to obtain access to the control center on Jupiter you must be set up as an organization administrator. If you don't see the option to Manage organization on your account please reach out to your account manager should you require access.
How do I access the control center?
1. Click on your name or initials on the top right and select Manage organization .
Screenshot:Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
You will be taken to the control center
Screenshot:The Jupiter Organization Control Center dashboard overview.
How do I edit the organization details?
1. Click on your name or initials on the top right and select Manage organization . You will be taken to the control center.
Screenshot: Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
2. To review or change the brokerage details click on Org settings from the top menu.
Screenshot: The top navigation menu with "Org settings" highlighted.
3. Under Organization details you can edit your organization's name and the organization owner. You can also add the primary Jupiter admin who is the person who will be mainly responsible for managing Jupiter for your organization and will serve as the first point of contact for Jupiter support staff if there is an issue or important update.
Screenshot: The Organization details form, showing fields for organization name, organization owner, and primary Jupiter admin.
4. Click on Save changes.
How do I turn on automatic TRID detection for all teams in an organization?
1. Click on your name or initials on the top right and select Manage organization . You will be taken to the control center.
Screenshot: Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
2. To review or change the brokerage details click on Org settings from the top menu.
Screenshot: The top navigation menu with "Org settings" highlighted
3. Select Loan from the left menu.
Screenshot: The left-hand settings menu with "Loan" selected.
4. Turn the toggle from no to yes in the Trid detection section.
Screenshot: The TRID detection section with the toggle switched to "Yes."
5. Should you wish to allow teams to override this setting. If enabled, team managers will be able to change this setting for their team
Screenshot: The team override setting toggle, allowing team managers to change the TRID detection setting for their individual team.
6. Click on Save changes.
How do I add forms to an organization?
1. Click on your name or initials on the top right and select Manage organization . You will be taken to the control center.
Screenshot: Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
2. To review or change the brokerage details click on Org settings from the top menu.
Screenshot: The top navigation menu with "Org settings" highlighted.
3. Click on Forms from the left menu.
Screenshot: The left-hand settings menu with "Forms" selected.
4. Click on Create your first form requirement
Screenshot: The Forms page showing the "Create your first form requirement" prompt.
5. Select the generated form you wish to add for all teams in your brokerage from the dropdown menu.
Screenshot: The form creation dropdown menu for selecting a generated form to add to all teams.
6. Click on Save
7. Continue to add more forms by clicking on Add form requirements.
Screenshot: The "Add form requirements" button for adding additional forms.
How do I edit and archive/unarchive a form?
1. Click on your name or initials on the top right and select Manage organization . You will be taken to the control center.
Screenshot: Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
2. To review or change the brokerage details click on Org settings from the top menu.
Screenshot: The top navigation menu with "Org settings" highlighted.
3. Click on Forms from the left menu.
Screenshot: The left-hand settings menu with "Forms" selected.
4. Select the form from the list you wish to edit and click on Edit
Screenshot: A saved form entry with the "Edit" button visible.
5. To archive, select the form you wish to archive and click on Archive
Screenshot: A saved form entry with the "Archive" button visible
6. Should you wish to view or unarchive a form you can do so by clicking on Show archived
Screenshot: The "Show archived" option for viewing archived forms.
7. The form can then be unarchived should you wish. Once it is unarchived it will appear in your list of forms.
Screenshot: An archived form entry with the option to unarchive it.
How do I access a team from the control center?
1. Click on your name or initials on the top right and select Manage organization . You will be taken to the control center.
Screenshot: Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
2. Select Teams from the top menu
Screenshot: The top navigation menu with "Teams" highlighted.
3. Click on the team name you wish to access. You will be taken into the team's dashboard.where you can view deals and team set-up.
GIF: The Teams list showing team names, with a prompt to click through to a team's dashboard.
How do I find a loan in the control center?
1. Click on your name or initials on the top right and select Manage organization . You will be taken to the control center.
Screenshot: Dropdown menu showing the "Manage organization" option after clicking on your name or initials in the top-right corner.
2. Click on Org loans from the top menu
Screenshot: The top navigation menu with "Org loans" highlighted.
3. All of the organization's loans will be displayed. Here you can sort and filter or search by the loan ID or by name or email.
Screenshot: The Org loans list displaying all organization loans, with sort, filter, and search options
4. Once you locate the loan, click on the loan ID to be taken into the loan. The borrower's name(s) and team name will also be displayed.
GIF: A loan entry showing the loan ID, borrower name(s), and team name, with the loan ID link highlighted.
Should you have any questions please click on the chat button or email support@jupiterlos.com.