How-to's and Tutorials
Learn to use Jupiter
By Marnie and 1 other2 authors50 articles
How to clear your cache
How to find the loan information section: definitions and auto calculations
How to edit a borrower's application
How to delete or hide a borrower from a loan or change a primary borrower to a secondary borrower
How to grant and revoke a borrowers’ editing access to an application
How to invite multiple borrowers to a loan
How to copy a loan to bring information from a previous client's application into a new one
How to generate a 1003 (PDF) and MISMO (XML) document
How to generate a fee worksheet or pre-approval letter
How to change the status of a loan and status definitions
DTI / LTV / FICO: Color-coded ranges
definitions
How to track and manage TRID
How to merge loan applications
How to add or remove a loan officer from a loan
How to archive or unarchive a loan
How to start a loan and collect an application
How to use AI to create an application
Samples to use to generate AI created applications
How to do a Home Equity Loan (HELOC) in Jupiter
How to send a text message using QR Code SMS by Jupiter
How to review document uploads and mark them with the correct status
How to move documents between document requests or borrowers
How to manually upload a borrower's documents
How to set up smart docs
How to request documents from borrowers
How to create, edit, duplicate or delete a custom document request
Why files and documents cannot be deleted in Jupiter
What types/formats of documents can be uploaded to Jupiter?