Jupiter and Salesflare
How to connect Jupiter
- Via Zapier — 7 operations available. Set it up ↗
About Jupiter
Jupiter is a loan origination platform built for wholesale mortgage brokers to manage loans from application through closing.
Jupiter operations on Zapier
Triggers (5)
Start a workflow when this happens
- Borrower Info Updated — Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).
- Loan Info Updated — Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).
- Loan Status Changed — Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
- Loan Submitted by Borrower — Triggers when a borrower completes and submits their loan application to the broker.
- New Loan Created — Triggers when a new loan is created by the loan officer, a loan is imported, or when a borrower signs up to start a new application.
Actions (1)
Things Salesflare can make it do
- Create Loan — Creates a new loan.
Searches (1)
Look up existing records
- Search Loan — Searches for a loan.
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