Learn how to manage loan files in Arive using the action menu, including exporting, importing, cloning, and more.

Overview

The "..." button in the upper right corner of a loan file opens the action menu. This menu allows you to perform a variety of essential actions on the loan file, from exporting data to managing the loan's status.

AI Description: A screenshot of the Arive user interface showing the '...' action menu in the upper right corner of a loan file. The menu is expanded, revealing a dropdown list of actions such as Export, Import, Clone, and Convert to Lead.

Loan File Actions

The action menu contains several key functions for managing your loan files.

Exporting a Loan File

You can export a loan file as a 3.2 or 3.4. There are four different options to select depending on what you are exporting the 3.4 for: Fannie Mae (DU / Lender), Freddie Mac (LPA), Doc Vendor Export, and Registration Export. Choose Registration Export if exporting the 3.4 to register with a lender. If you experience any problems with this, try Fannie Mae (DU / Lender) instead. For a detailed guide, see: How Do I Export the Loan File?

AI Description: video demonstrating the process of exporting a loan file in Arive. The video covers selecting the correct 3.4 format, such as Registration Export or Fannie Mae (DU / Lender), for various purposes.

Cloning a Loan File

This action makes a copy of the current loan file with a new loan number. For more information, visit: How Do I Clone a Loan File?

AI Description: video illustrating how to use the 'Clone' function from the action menu in Arive to create an exact duplicate of a loan file under a new loan number.

Converting a Lead to a Loan File

You can convert a lead to either Adverse or Archive the loan and create a new Lead with the borrower's info. Learn more here: How Do I Convert a Lead to a Loan File?

AI Description: video showing the workflow for converting a lead into a loan file within the Arive platform, including the options to simultaneously adverse or archive the original lead.

Suspending, Adversing, or Archiving a Loan

These options allow you to change the status of a loan file. Suspending a loan temporarily pauses it, adversing a loan formally denies it for compliance tracking, and archiving removes it from your active pipeline.

Other Actions

  • Import: Import a 3.2 or 3.4 file to add a borrower or update the loan.
  • Takeover Client App: Prevent the borrower from viewing or editing their 1003 info through the Borrower Portal.
  • Loan Summary / Processing Worksheet: View and print or download these documents.
  • Loan Amount History: View and edit for previous quarters to ensure accurate MCR reporting.
  • Notification & Reminder Settings: Adjust the loan file's communication settings.
  • Activity Logs / Email Logs / SMS Tracker: View the complete history of actions and communications for the file.
  • Flag as Credit Repair: Mark the loan for credit repair purposes.

FAQs

How do I upload/submit/register the loan file/3.4 to the lender?

Some integrated lenders allow you to submit the loan file to them directly through ARIVE from the Loan Center tab. For lenders that do not support this, export the 3.4 out of ARIVE with the Registration Export option, or if you encounter a problem with that use the Fannie Mae (DU / Lender) option instead, then register it in the lender's portal directly.

How do I export all my files at once/bulk export? Can I export my entire pipeline?

It is not possible to bulk-export your loan files. Loan files can only be exported one by one. If you only need a list of your loan files and not the actual 3.4s themselves, you can get that with a Pipeline Report.

If I accidentally created multiple copies of the same loan file, which one should I keep?

That is entirely up to you to decide.

How do I delete a loan file?

It is not possible to delete a loan file from ARIVE, but you can Archive it, which essentially functions as a "soft delete." It hides the file from your pipeline and all reports but does not permanently delete it. The loan can still be found and retrieved if needed.

Should I archive this loan or should I adverse it?

ARIVE cannot provide compliance advice. Whether a loan file should be archived or adversed is a compliance question. Archived loan files do not appear in the MCR, and Adversed loan files do appear in the MCR (as appropriate for the selected Adverse reason).

Why can't I unadverse or unarchive a loan file?

If you are not able to unadverse or unarchive a loan file, your Company Admin has chosen to restrict that ability. Please reach out to them. (If you are a Company Admin, you may need to click the Edit Loan button in the upper left corner of the file to make any changes to it, including unadversing or unarchiving.)