A loan officer can designate processors and loan officer assistants to be automatically assigned to their loans. To do this, the loan officer should:
- Click the profile icon at the top right of ARIVE.
- Click Edit Profile.
- Click My Team on the left side of the screen.
- Click Manage at the top right.
- Check the checkbox next to users you want to add to your team. You can switch between LOAs and Processors with the links at the top of the window.
- Click Close at the bottom when done.
See these steps below:
Note: This will not apply retroactively to pre-existing loans. You can see how to assign users to existing loans here: https://support.arive.com/en/support/solutions/articles/61000275359-adding-a-processor-or-loa-to-an-existing-loan-file