Jupiter

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

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

Marnie George

Saranya Perumal

Loans

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