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Gmail + Jupiter

Gmail + Jupiter integrations

Create Gmail draft emails for new Jupiter loan applications

Setting clear expectations early helps new borrowers feel confident about the mortgage process. When a new loan application is started in Jupiter, this Zap creates a draft email in Gmail outlining the application, document, review, and follow-up steps. This saves preparation time while making it easy to review and personalize the message before sending.

When this happens...
New Loan CreatedTriggers 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.
TriggerInstant
automatically do this!
Create DraftCreate a draft email message.
ActionWrite

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More things you can do with Jupiter and Gmail

Discover other triggers and actions you can use with Jupiter and Gmail

Borrower Info Updated
Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).
Trigger
Instant
Try It
Loan Info Updated
Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).
Trigger
Instant
Try It
Loan Submitted by Borrower
Triggers when a borrower completes and submits their loan application to the broker.
Trigger
Instant
Try It
- Loan ID
  Required
Action
Search
New Label
Triggers when you add a new label.
Trigger
Polling
Try It

- Label or mailbox
  Required
- Increase polling window
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It

- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Message
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Note
- Note format
- Include original attachments
- Label or mailbox
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

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.
Trigger
Instant
Try It
Loan Status Changed
Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
Trigger
Instant
Try It
- External ID
- Loan Officer Email
  Required
- Loan Purpose
  Required
- Main Borrower First Name
  Required
- Main Borrower Last Name
  Required
- Main Borrower Email
  Required
- Main Borrower Cell Phone
- Main Borrower External ID
Action
Write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Conversation
  Required
- Format
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Render signature in HTML
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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About Jupiter

Jupiter is a loan origination platform built for wholesale mortgage brokers to manage loans from application through closing.

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