Individual Level Licenses

Users are able to add state licenses to their profiles.  This is an important step to avoid licensing errors in the POS.  To do so:

  1. Click the profile icon at the top right of Arive.
  2. Click User Settings.
  3. Click Licenses in the left-hand menu.

From there, you can add a new license by clicking the +License button.  You can edit existing licenses by clicking the pencil icon to the right on the appropriate row.  Similarly, you can delete a license by clicking the associated trashcan icon.

See these steps below:

Next Step

If you are following the User Settings Setup guides to set up your User Settings for the first time, and you would like a processor and/or loan officer assistant to be automatically assigned to your loans, try the following guide next:

Setting a Team to Automatically Assign Processors and LOAs

If you do not have processors or LOAs who should be automatically assigned to your loans, instead try:

Entering Credit and AUS Credentials