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Jupiter now connects to Zapier.

How is your time best spent?

Change a loan's status and the email goes out, the reminder lands on your calendar, the CRM updates, and everyone who needs to know finds out.  Move the loan forward. Everything else moves with it. You decide how to spend your time - Jupiter & Zapier take care of the rest.
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The Jupiter logo on the left and the Zapier logo on the right, joined by a rail. Cards cross it both ways: Cleared to close and Loan submitted going out to Zapier, Create loan coming back into Jupiter. Three lines fan off the right of Zapier to Email sent, Event created and Row added, each ticked.

Why Use Integrations?

Time
Where is your time best spent? Is it repeating admin tasks, or is it building relationships with your clients and moving loans forward?
Processes
As a small business owner, do you have repeatable processes laid out for every client, every time to take care of them and encourage them to introduce you to someone new?
Relationship building
Increase the strength of your relationships - send birthday messages, new-home anniversary congratulations, set triggers for financing reminders, automate your email marketing and referral program - and more!
A broker changes one loan's status to Cleared to close. Four systems follow: an email to the borrower from the broker's own address, a calendar reminder for the next morning carrying a link back into the loan, the CRM's stage campaign, and both agents notified.

How Top Brokers Automate a Client Experience People Talk About

Lendesk CEO, Carter Zimmerman and Jupiter Product Lead, Nolan Sontag sat down with Rocket Pro Performance to outline how to use Jupiter + Zapier integrations to automate workflows within Shape CRM to:

 

  • Reduce manual data entry

  • Improve loan visibility

  • Create a connected mortgage stack

Ready to get started?

Get a free copy of the Customer Automation Map.

This step-by-step map illustrates how to set up automations and will guide you through the integration process. Get yours today!

The difference isn't the idea. It's whether it happens every time.

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Every broker has something they do that clients talk about. What separates a good one from a great one is whether the client still gets it on file number forty, in a busy week, in a bad month. That's the part you can hand over.

 

Interested but need some help? Not a problem! Schedule a training session with a Jupiter rep today and we'll walk you through how to get set up.