Borrower portal

Borrower intake that keeps deals moving

Jupiter’s borrower portal removes the friction that causes applications to stall—tailoring the application flow to keep the experience clear and easy to complete.
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Problems Solved

Borrowers drop out during application

Long, confusing forms slow people down.
Jupiter adapts applications in real time so borrowers only see what matters and keep moving.

Too many channels, too much chasing

Consent, updates, and messages live in one secure place instead of across emails and texts.

Borrower hesitation to share sensitive information

Borrowers upload documents through a secure portal with two-factor authentication — not email attachments.

What you get

Branded Portal
A borrower experience that reflects your business — accessible on any device and ready to use from day one.
Dynamic Application
An adaptive flow that asks only what’s relevant, guiding borrowers forward without overwhelm or drop-offs.
Centralized Communications
Use Jupiter to manage messaging and notifications in one place. Send messages, control portal access, add notes, track borrower progress from your dashboard, and capture consent during application intake.
Secure Portal
Dedicated borrower account creation with two-factor authentication and encrypted uploads, means sensitive information stays protected.
Branded Portal
A borrower experience that reflects your business — accessible on any device and ready to use from day one.
Dynamic Application
An adaptive flow that asks only what’s relevant, guiding borrowers forward without overwhelm or drop-offs.
Centralized Communications
Use Jupiter to manage messaging and notifications in one place. Send messages, control portal access, add notes, track borrower progress from your dashboard, and capture consent during application intake.
Secure Portal
Dedicated borrower account creation with two-factor authentication and encrypted uploads, means sensitive information stays protected.

Why it matters

A stronger first impression

Borrowers expect a clear, secure application process. Jupiter builds confidence from the first click.

Visibility into borrower progress
See exactly where each borrower is in the application, what’s complete, and what’s outstanding—so no one disappears mid-process.
Time back in your day
A structured, guided application reduces unnecessary follow-ups, duplicate requests, and manual edits, so you spend less time chasing. 
Jupiter creates order and forward momentum—so you can focus on closing, not chasing.
You’re not alone. Jupiter is shaped by thousands of brokers and backed by Rocket Pro. Our support team picks up in under three minutes, and you connect with people who know mortgages and the Jupiter platform. It feels like having a team behind you while still running your own shop.
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