You can find the customizations and configurations that will only apply to you personally in your User Settings. To get there, click your profile icon in the top right corner of the screen in ARIVE and click User Settings. Settings in this page are organized into tabs on the left side of the screen.
Click on each tab name in the list below to expand.
Here you have access to the following settings;
- Name and Roles - You can edit your name, but your Roles are set by your Company Admin.
- Photo - You can upload a photo or other profile image. For more information, see: Uploading your Profile Image
- NMLS ID - Your personal NMLS number. This should be set by your Admin when they create your account, but you can edit it if you need to.
- Email - The email address associated with your ARIVE account. If you need to change this email address, please create a ticket or start a chat with our support team.
- Phone Numbers
- Client-Facing Title - If you want to display a title other than "Loan Officer" to your borrowers in the POS application/task list, enter it here.
- Social Media Links
You must enter your personal state licenses here. If an applicant attempts to apply for a loan in a state you do not have a license entered for on the Company, Branch (if applicable), and User levels, they will be informed of this by the application form.
Note: In states without license requirements, enter a license with no number or any number.
For more information, see: Entering Individual State Licenses
Here you can designate LOAs and Loan Processors to be automatically assigned to your loans.
Note: This will not apply retroactively to existing loans, only future ones.
For more information, see: Setting a Team
Here you choose which system you want your eSignature requests to be sent through. You can integrate your existing DocuSign account, or if you have a Broker Pro subscription you can enable ARIVE eSign.
For more information, see: Setting up E-Signing
Here you can enter credentials for Credit Accounts, DO, and LPA. When entering Credit credentials, you will have an optional checkbox to set them to be for Soft credit checks, if not selected it will be used for Hard credit checks. If your preferred Credit Vendor is not in our list, rest assured that we are trying to add them as quickly as possible.
For more information, see: Entering Credentials
Here you will generate your credentials to link your ARIVE account with UWM's portal.
For more information, see: Integrating ARIVE with UWM's portal
Also, if you are a Self Paid user on the Broker Pro or Non-Del plan, you will also generate your Zapier credentials here.
For more information, see: Integrating ARIVE with Zapier
POS App Config:
Here you can customize the questions asked when a borrower is applying through your personal POS URL. Customizations made here will override customizations made at the Branch or Company level.
You are not allowed to add or edit Additional Questions, that can only be done at the Company level.
For more information, see: Configuring your POS / Application
Client Needs Rules:
Here you can edit your automatic Client Needs, and create new ones. Changes you make here will only apply to Client Needs on loans you are the LO on. This can also be customized for the entire company under Company Settings or a specific branch LOs under Branch Settings. Customizations at the User level will take precedence over Branch level, and Branch level will take precedence over Company level.
For more information, see: Customizing Client Needs Rules
Here you can make templates that can be used to easily run common scenarios. These serve well as a quick pricer, to quickly provide rates to borrowers over the phone, especially when the borrower does not want to provide application data.
For more information, see: Setting Pricing Templates
Lead Config (Broker Pro and Non-Del only):
Here you can set up and customize your Lead Capture form.
For more information, see: Lead Capture
POS Theme (Broker Pro and Non-Del only):
Here you can customize the Create Account and Sign In pages in your POS, and the Thank You message that pops up when a borrower submits their application.
For more information, see: POS Theme Customization
Email / SMS Config:
Here you can integrate your Email account, allowing system-generated emails you send to borrowers to come "From" you instead of from firstname.lastname@example.org. You can also integrate your Twilio account.
Email / SMS Templates:
Here you can customize your Email and SMS templates.
For more information, see: Customizing your Email and SMS Templates
Here you can see all system-generated emails you have sent.
For more information, see: Email Tracking
Here you can see all system-generated texts you have sent.
For more information, see: SMS Tracking
Email Signature, and Pre-Approval Signature:
In these tabs you can customize your email signature which will appear at the bottom of system-generated emails, and your Pre-Approval Signature that appears on Pre-Approval Letters you generate.
For more information, see: Customizing your Email Signature or Pre-Approval Signature
Here you can customize your Pre-Approval Letter. Any customizations made here will override the Pre-Approval Letter set up in the Branch Settings or Company Settings.
For more information, see: Customizing your Pre-Approval Letter
My Plan and Billing:
If you're a self-paid user, this is where you'll choose and pay for your subscription.
For more information, see: Purchasing Seats at the Self-Paid Level