FAQ
New Broker Signup
Schedule a Demo
Submit a Ticket
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Getting Started
ARIVE Intro
4
What Is ARIVE?
Who Can Sign Up for ARIVE and How do I Get Started?
What Are the Costs for ARIVE?
Lenders & PPE Management
Getting Started
4
Contact Support
Training Resources
New User Onboarding Guide
Set Up Your Contract Processing Account
General FAQ
10
Migrate Data from Your Old LOS
Changing Brokers
Which Wholesale Lenders Are Integrated with ARIVE?
Which Credit Vendors Are Supported in ARIVE?
How Is Consumer Private Data Protected?
See all 10 articles
Release Notes
2026 Release Notes
3
ARIVE Release Notes - v2026.1.0.0
ARIVE Release Notes - v2026.1.2.0
ARIVE Release Notes - v2026.2.0.0
2025 Release Notes
13
ARIVE Release Notes - v2025.12.0.0
ARIVE Release Notes - v2025.11.1.0
ARIVE Release Notes - v2025.11.0.0
ARIVE Release Notes - v2025.10.0.0
ARIVE Release Notes - v2025.9.0.0
See all 13 articles
User Guides
Application Data
9
Add Purchase Credits
DTI Troubleshooting Guide
Loan File Configuration - Borrower Info
Loan File Configuration - Financial Info
Loan File Configuration - Loan & Property
See all 9 articles
AUS
7
AUS Troubleshooting and FAQ
Credential Get Inst Name Error
Fannie Mae Credentials Error: User Not Authenticated
Loan Amount Exceeds the FHA Maximum Loan Calculation
VA Co-Borrowers Are Not Married
See all 7 articles
Automation Rules
12
Automation Rules Basics
Primary Automation Triggers
Secondary Automation Triggers
Using Formulas as Secondary Triggers in Automation Rules
Actions in Automation Rules
See all 12 articles
Billing
5
Payment Errors
Billing FAQ
Purchasing a Self Paid Subscription
Purchasing Seats at the Company Level
Setting Users as Self Paid or Company Paid
Branch Settings
0
Client Needs, Documents, & Forms
16
Customize the Pre-Approval Letter
Generate the Loan Application (URLA 1003)
Share Document Upload Link
Submit Documents to Lenders
Generate Documents & Forms
See all 16 articles
Company Settings
13
Company Settings
Updating Your Organization Info
Customizing Your LOS, POS, & Real Estate Agent Portal Login URLs
Entering Company State Licenses
Add Lenders
See all 13 articles
Contacts & Leads
3
How to Import Borrower Contacts
Import Leads
Lead Capture
Contract Processing
1
Removing Contract Processors at the Company Level
Closing Costs
3
SmartFees Troubleshooting
Qualified Mortgage (QM) Test
SmartFees
Credit
6
Order Credit Report
Reissue Credit Report
Split or Merge Borrower 1003s & Credit Reports
UWM-Credco Credentials
Credit Troubleshooting and FAQ
See all 6 articles
Email & SMS Text
11
Borrower Reminder Settings - Applications & Client Needs
Email, Phone, & Text Buttons Configuration
Email Tracking & Email Logs
SMS Tracking & SMS Tracker
Connect Your Email Account
See all 11 articles
eSign
3
Create eSign Client Need
eSign Certificate
eSigning Configuration
Lender Registration
3
How to Register a Loan with System Lenders
Loan Registration Troubleshooting Guide
Integrate with the UWM Portal
Loan Origination System (LOS)
13
Assign Contract Processors to a Loan
Bulk Import MISMO 3.4 Files
Change Loan Status
Create a New Loan File
Import 3.2 & 3.4 Files
See all 13 articles
Login & Multi-Factor Authentication
13
Set Your Password
Set Up Your MFA
Reset or Change MFA (Multi-Factor Authentication)
Change Login Email Address
Login / Connection Troubleshooting and FAQ
See all 13 articles
Non-Delegated
6
Change the Industry Channel of a Loan
Non-Del - Funding & Revenue
Flood Certificate Order
MERS MIN Generation
Non-Del Settings and Configurations
See all 6 articles
POS (Borrower Portal)
10
Avoid Triggering of TRID Disclosures Prior to Selection of a Property
Invite Borrowers to the Borrower Portal (POS)
Test the Borrower Experience
Which Loan Officer Receives a Loan from the POS?
Borrower Portal (POS) Troubleshooting and FAQ
See all 10 articles
Products & Pricing Engine (PPE)
9
Integrated Lenders
Price a Loan
Set Rate Alerts
Change Points (Lender Credit or Discount) with Manual Lender Products
Compare Different Loan Scenarios
See all 9 articles
Realtor Portal
3
Create Real Estate Agent/Realtor Co-Branded Application Link
Invite Realtors / Real Estate Agents to the Real Estate Agent Portal
Using the Realtor / Real Estate Agent Portal
Reports
2
Generate Call Reports (MCR)
Generate Pipeline Reports
Tasks
2
Managing Task Email Notifications
Task Automation
User Settings
6
User Settings
Updating Your Personal Info
Entering Individual State Licenses
Entering Your Personal Credit & AUS Credentials
Setting a Team to Automatically Assign Processors and LOAs
See all 6 articles
Best Practices
0
How do I.....
Common Questions
18
How do I Add a Purchase Credit to a Loan File?
How do I add Down Payment Assistance (DPA) to my Loan?
How Do I Adverse a Loan?
How Do I Archive a Loan?
How Do I Clone a Loan File?
See all 18 articles