Smart Docs

Less document chasing, more funded loans

Smart Docs automatically requests, tracks, and organizes documents with built-in reminders so files move forward without continual follow-ups.
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Problems Solved

Smart Docs maintain momentum

Smart Docs read each file and automatically prompt borrowers for the right documents immediately after they apply, keeping borrowers engaged and files in motion.

No more chasing

Smart Docs automatically remind borrowers about outstanding documents so files keep progressing without constant outreach.

 

Clear document status, at a glance

See exactly what’s been requested, uploaded, approved, or still outstanding so you avoid resubmissions and always know where the file stands.

What you get

Automated Requests
Borrowers are automatically prompted to upload documents based on the loan and file details.
Built-in Follow-Ups
You set the cadence. Jupiter sends the reminders automatically so you don’t have to chase.
Document Overview
A borrower-specific document overview to request, review, and track required documents in one place.
Clean, Organized Files
Uploaded files are converted to consistent PDFs and stored securely.
Automated Requests
Borrowers are automatically prompted to upload documents based on the loan and file details.
Built-in Follow-Ups
You set the cadence. Jupiter sends the reminders automatically so you don’t have to chase.
Document Overview
A borrower-specific document overview to request, review, and track required documents in one place.
Clean, Organized Files
Uploaded files are converted to consistent PDFs and stored securely.

Why it matters

Faster progress through underwriting
Complete files move forward with fewer conditions and fewer resets.
Less time chasing paperwork
Automation replaces constant emails and calls.
Cleaner submissions every time
Organized documents reduce friction with lenders.
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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