User Settings Setup 15

• User Settings
• Updating Your Personal Info
• Entering Individual State Licenses
• Setting a Team to Automatically Assign Processors and LOAs
• Setting Up E-Signing

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Company & System Setup (Admins) 31

• Company Settings
• Updating Your Organization Info
• Customizing Your LOS, POS, & Realtor Portal Login URLs
• Entering Company State Licenses
• Adding Lenders

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Loan Origination System (LOS) 35

• Create a New Loan File
• Import 3.2 & 3.4 Files
• Change Loan Status
• Generate the 1003
• Loan File Actions - Archive, Adverse, Suspend, Etc.

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Products & Pricing Engine (PPE) 6

• Generate Comparisons & Quotes
• Compare Different Loan Scenarios
• Create an Initial Fee Worksheet (IFW)
• Change Points (Lender Credit or Discount) with Manual Lender Products
• Set Rate Alerts

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Consumer Point-of-Sale (POS) 4

• Which Loan Officer Receives a Loan from the POS?
• Invite Borrowers to the POS
• Test the Borrower Experience
• Embed the POS URL on a Website

AUS 4

• AUS Troubleshooting Guide
• Credential Get Inst Name Error
• Fannie Mae Credentials Error: User Not Authenticated
• Loan Amount Exceeds the FHA Maximum Loan Calculation

Login & Multi-Factor Authentication 6

• Change Login Email Address
• Looks Like Something Went Wrong
• Oops! Something Went Wrong
• Set Up Your MFA
• Set Your Password

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User Settings 1

• Add Contract Processors to My Teams

Zapier 4

• How Does Zapier Integration Work?
• Integrate ARIVE with Your Zapier Account (CRM Integration)
• What Data Can Be Communicated Through Zapier?
• Zapier Tutorial Videos (CRM Integration)