Company Admins have access to the Company Settings page. To get to your Company Settings, click your profile icon in the top right corner of the screen and click Company Settings. 


 

From here you can configure your account. Settings in this page are organized into tabs on the left side of the screen.


Organization Info: Adjust basic information about your company, your company logo, compliance logo, and other settings.

For more information, see: Updating your Organization Info



Licenses: You must enter your company's 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 Company State Licenses



Lenders: System Lenders you are registered with will automatically populate here within 48 hours of you completing the registration in the lender's TPO portal. Click +Manual Lender to add a new Manual Lender.

For each lender, you can edit the following;

  • Compensations
  • Fees
  • Mortgagee Clause


For more information, see: Adding Lenders



POS Config: Here you have access to the following settings:

  • Customize which questions are asked in your online application
  • Add custom questions
  • Customize the POS/Application URL for your company
  • Choose if the system should automatically generate client needs as soon as the customer submits their application
  • Choose if the system should allow an application to be submitted without the borrower giving credit consent
  • Choose if the system should force the borrower to complete all required fields to progress or submit the application


For more information, see: POS Configurations



Realtor Config: Here you can customize your Realtor login URL.


For more information, see: Inviting Agents to the Real Estate Agent Portal, Using the Real Estate Agent Portal



Credentials: Here you can enter credentials for Credit Accounts, DO, and LPA. These credentials will be used by the users in your company. You will also enter your Doc Magic credentials here if you are Non-Del. 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



Pre-Approval Letter: Here you can edit the Pre-Approval Letter template. This can also be customized for individual branches under Branch Settings or by individual LOs under their User 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 your Pre-Approval Letter



Plans and Billing: Here you can see and adjust your subscription plan details and your payment method, and see your payment history.


For more information, see: Purchasing Seats at the Company Level

Related: What are the costs for ARIVE?



Integrations: If you have upgraded to the Broker Pro subscription, here you will see your Zapier credentials. Click the API Reference Documentation in the top right corner for more information.



Email Tracking: See all emails sent from your company via the ARIVE platform. Click on one to open it. You can search through the emails using the search bar in the top right corner.



Email Templates: Here you can view and edit all the various templates for system-generated emails, and who they will be sent to.


For more information, see: Updating Email Templates



Client Needs Rules: Here you can edit your company's automatic Client Needs, and create new ones. This can also be customized for individual branches under Branch Settings or by individual LOs under their User 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



Workflow Rules: This feature is in development and is Coming Soon™.



Closing Costs: Here you can adjust your closing costs and add or remove fees.


For more information, see: Managing Default Closing Costs



Forms List: Here you will see all of the forms that are included with the ARIVE system, and you can also upload your own custom forms.


For more information, see: Creating and Using Custom Forms



Document Sets: Here you can create document sets to streamline the process of sending out multiple documents at once.


For more information, see: Creating and Using Form / Document Sets



Branches: Here you can see all branches that exist within your company. To create a branch, open a ticket or send an email to support@arive.com


For more information, see: Configuring Branches, and Branch Settings



Users: Here you can see the users in your company. You will not see users who are in branches of the company, unless you switch the dropdown to the top right corner to "All". You can create or edit users, and you can transfer users in or out of branches by clicking the "..." Actions button. When you transfer a user, you will be prompted to either transfer their loans with them or reassign them to a different LO.


For more information, see: Adding Users to ARIVE, Setting Users as Self Paid or Company Paid


Roles: Currently all you can do in this tab is click on a role to see a list of users in the company with that role.