Jupiter

How to clear your cache

hourly income, employment income, hourly wage, income calculation, borrower income, employment details, Jupiter LOS, monthly income, employment frequency, mortgage application

How to use the Hourly Income Calculator in Jupiter

Marnie George

Joe Tomkins

Gill Daniels

How-to's and Tutorials

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

How to enable or disable two-factor authentication

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

Account Login & Setup

ARM product template, qualifying, index rate, mortgage type, MI monthly amount, discount points, base loan amount, adjustable amortization

How to find the loan information section: definitions and auto calculations

add details on a borrower's application, manage relationships, add a second borrower, invite borrowers, and request/upload documents.

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

Application access, editing access, borrower access, communication history

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

loan status, change status, status column, App intake, Initial review, Processing, Underwriting, Cleared to close, Closed and funded, Did not fund, TRID, Rocket Pro

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

loan officer, loan assignment, assign LO, remove loan officer, team application link, notifications, Overview, Edit details

How to add or remove a loan officer from a loan

archive, unarchive, loan dashboard, archived loans, restore loan, condensed view, table view, filter

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

Learn how to create, save, compare, and share Fee Worksheets in Jupiter LOS. Generate professional closing cost scenarios, customize fees, and provide borrowers with clear cost estimates directly from the…

Fee Worksheets in Jupiter

Saranya Perumal

Loans

pulling credit, full credit, joint credit, liabilities, credit bureau, credit vendor credentials

How to pull a full credit report

credentials, Xactus, Advantage Credit, Advantage Credit Interlink, credit report, credit vendor, loan application

How to add and manage credit vendors

How to pull a soft credit report

How to obtain credit consent

Credit

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

documents, borrower portal, document request

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?

Document collection

third party cookies, security proxy server

Why is the e-signing window showing up as a blank white screen?

How to generate forms and prepare a document for e-signing

E-signing

How to use the Pricing calculator

Pricing

Access Automated Underwriting Services (AUS) in Jupiter to evaluate borrower applications.

How to run AUS (Automated Underwriting System)

How to finalize a loan registration in Rocket Pro

How to submit a loan

Loan submission

How to complete an application as a borrower

borrower portal, documents, review documents

How to upload requested documents as a borrower and check on their status

How to reset a borrower’s password

colors, customization, borrower portal, footer

How to customize your application theme

Borrower portal

How to obtain a mortgage call report (MCR)

Reporting

Zapier, Jupiter Zapier, Zapier integration, Jupiter integration, automation, integration token

Jupiter Zapier Integration — Triggers, Actions & Searches

How to obtain a Zapier integration token in Jupiter

Integrations

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.