Currently, branches are created on the back-end by the ARIVE Support Team.
If you are a Company Admin and would like to have a branch created within your company, please submit a support ticket with the following details.
- Your Company Name and NMLS
- The name of the new Branch
- The state where the new Branch is located
- Whether the Branch's users should be part of the main Company Subscription, or if the Branch should have it's own subscription (which will need to be purchased by a Branch Admin)
We will let you know when your branch has been created and is ready to use.
Once your branch has been created, you can navigate to the branch by clicking the dropdown menu next to your profile icon.
When you have the branch selected, you have access to the Branch Settings menu where Company Settings would normally be after clicking on your profile icon. Here you can configure many (but not all) of the same options found in Company Settings, but only applying to this specific branch.
To add a user to the branch, go to the Users tab with your main company (or "All") selected in the branch dropdown, and click on the user. Under Assign Roles in Branches you will see the user's default branch and their roles in that branch.
You can click +Add Branch to assign the user to an additional branch and give them roles in that branch. Checking the Default Branch checkbox will make that branch the user's default branch, causing their personal POS URL to be based off the branch's POS URL, and causing them to use that branch's billing (if they are not Self Paid).
When you remove a branch from a user, you will be prompted to reassign their active loans and leads. To transfer these loans and leads to a different branch but keep them assigned to the same user, select that user under the appropriate branch in the role reassignment dropdown. (See the example screenshot below--the user Robert Branch is no longer in Robert's Test Brokerage, but is still in Robert's Test Branch, so I am reassigning his loans to himself in that branch.)
Just as you can designate additional Company Admins, you can also designate Branch Admins. These users will have the ability to edit the Branch Settings of their branch.
Branches are great for independent teams that are part of a larger organization but handle all their own loans, and/or ones that have separate offices or do business under another name.
For more information on branches, see the Branch Settings support article.
If you're following our New User Onboarding Guide,
