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:
- Click the profile icon at the top right of Arive.
- Click User Settings.
- 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:
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