Application Data 9

• Add Purchase Credits
• DTI Troubleshooting Guide
• Loan File Configuration - Borrower Info
• Loan File Configuration - Financial Info
• Loan File Configuration - Loan & Property

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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

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Automation Rules 12

• Automation Rules Basics
• Primary Automation Triggers
• Secondary Automation Triggers
• Using Formulas as Secondary Triggers in Automation Rules
• Actions in Automation Rules

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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

Client Needs, Documents, & Forms 17

• Customize the Pre-Approval Letter
• Generate the Loan Application (URLA 1003)
• Share Document Upload Link
• Submit Documents to Lenders
• Generate Disclosures and Documents using ARIVE Forms

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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

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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

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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

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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

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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

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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

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POS (Borrower Portal) 9

• 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) After Application is Submitted

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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

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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

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