A loan officer can designate processors and loan officer assistants to be automatically assigned to their loans.  To do this, the loan officer should:

  1. Click the profile icon at the top right of ARIVE.
  2. Click User Settings.
  3. Click My Team on the left side of the screen.
  4. Click Manage at the top right.
  5. 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.
  6. 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:  Adding a Processor or LOA to an Existing Loan File

Next Step

If you are following the User Settings Setup guides to set up your User Settings for the first time, try the following guide next:

Entering Credit and AUS Credentials