How-to's and Tutorials
Learn to use Jupiter
By Marnie and 3 others4 authors60 articles
- How to reset your password
- How to set up your account
- How to sign up or log in to Jupiter
- How to locate your EIN number
- Secure your account with multi-factor authentication (MFA)
- Not receiving email notifications from Jupiter?
- How to invite team members to join your team and how to remove them
- How to sync your Jupiter account with Rocket Pro; FAQ's and troubleshooting
- How to set-up message templates in the template library
- How to change your login email
- How create a new team in Jupiter
- Organization control center how-to's and FAQ's
- 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 borrower's 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 change the status of a loan and status definitions
- DTI, LTV, and FICO: Color-coded range definitions
- How to track and manage TRID
- How to merge loan applications
- How to add or remove a loan officer from a loan
- How do I archive or unarchive a loan in Jupiter?
- 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
- Fee Worksheets in Jupiter
- How to generate QR codes for loan applications
- 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?
- How to organize loan documents