You may want to limit what information is requested in the POS so as to avoid triggering RESPA prematurely.  You can handle this in a number of ways, but it is common to approach this as follows:

  1. Purchase transactions - Do not collect the subject property address.
  2. Refinance transactions - Do not collect the subject property value or estimated loan amount.

When configuring the POS, it is possible to customize the pages which are included or hidden.  To do so:

  1. Click the profile icon at the top right of Arive.
  2. Go to Company Settings.
  3. Go to POS Config.
  4. Click Edit in the POS Config section.
  5. Uncheck boxes for information you do not want to collect in the POS.
  6. Check boxes for information you do want to collect in the POS.
  7. Click Save.

See these steps performed below:

Note, currently, deselecting an item in the main list (fully left-aligned) will completely hide that page in the POS.  So, for example, deselecting Income will completely hide the Income screen, and the borrower will not be prompted for either income or employer information.