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Loan Workflow

See every loan'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 Rocket's credit program; no upfront costs to run credit, fees are only applied if the loan funds with Rocket.

Automated underwriting system

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.
A pipeline dashboard tracking every deal, document, condition, and lender update in one view
Full pipeline visibility
Track every deal, document, condition, and lender update in one dashboard.
Loan files assigned across a team, with workflow status visible to everyone
Team collaboration
Assign files to team members, manage workflows and keep everyone aligned.
Mortgage call reports generated in Jupiter, organized by state, year, and quarter
Automated reporting
Generate mortgage call reports in minutes, organized by state, year, and quarter.
A credit pull and DU or LPA run inside Jupiter, with results applied to the loan file
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.
Focus on closing, not chasing.
With no seat fees and no annual subscription cost, you can get started today.
Book a demo
Jupiter open on a laptop, showing a loan file in progress