Loan Workflow

See every deal’s next step at a glance

From application to DU or LPA to conditions and submission, Jupiter keeps every file moving forward. You get full visibility and the ability to act without leaving the loan.

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Problems Solved

Integrated credit pulls

Pull credit directly inside Jupiter using your own credentials or Rocket Pro credentials. Rocket Pro partners incur no hard credit pull cost.

AUS $

Waiting to run AUS creates risk and rework.
Run DU/LPA in-workflow, know where the loan stands.

Stress before funding

Clear workflows track approvals and funding steps all the way to close.

What you get

Full pipeline visibility
Track every deal, document, condition, and lender update in one dashboard.
Team collaboration
Assign files to team members, manage workflows and keep everyone aligned.
Automated reporting
Generate mortgage call reports in minutes, organized by state, year, and quarter.
Integrated credit pulls & AUS
Pull credit and run DU or LPA directly inside Jupiter. Results are applied directly to the loan so underwriting stays aligned.
Full pipeline visibility
Track every deal, document, condition, and lender update in one dashboard.
Team collaboration
Assign files to team members, manage workflows and keep everyone aligned.
Automated reporting
Generate mortgage call reports in minutes, organized by state, year, and quarter.
Integrated credit pulls & AUS
Pull credit and run DU or LPA directly inside Jupiter. Results are applied directly to the loan so underwriting stays aligned.

Why it matters

Clear next steps, every time.
You know exactly where each loan stands and what to do next. No guessing what comes next. No missing conditions.
Better team alignment
No guessing, no double work — everyone works from the same view.
More free time
With reporting, credit pulls, and AUS inside the file, you spend less time managing the process and more time moving loans forward.
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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