A user can be added to a loan file in a few ways:


  1. Manually When creating a new loan file:  https://support.arive.com/en/support/solutions/articles/61000275362-creating-a-new-loan-file
  2. Manually on an existing loan file:  https://support.arive.com/en/support/solutions/articles/61000275359-adding-a-processor-or-loa-to-an-existing-loan-file
  3. Automatically on a new loan file as part of a team: https://support.arive.com/en/support/solutions/articles/61000275361-set-a-team-to-automatically-assign-processors-and-loas