See the link below for our User Settings video.  This will take you through the User Settings section, and is the best place to start when first accessing ARIVE!  This is relevant for all users.  

Topic: Getting Started for Admins (Company Settings)

Date: Mar 22, 2021 12:12 PM Central Time (US and Canada)

Meeting Recording:  Meeting Link

Access Passcode: G3tStart3d!

Topics covered include:

  1. Accessing Company Settings
  2. Organization Info
    1. Uploading a Company Logo
    2. Lead Assignee
    3. Customizing Your LOS URL
    4. How to Request Branches
  3. Entering Company State Licenses
  4. Adding Lenders to ARIVE
  5. Disclaimers
  6. POS Config
    1. Avoiding Collecting RESPA in the POS
    2. Customizing Your POS URL
    3. Collecting Documents in the POS Immediately After Application Submission or Later
  7. Customizing Your Pre-Approval Letter
  8. Email Tracking
  9. Email Config
  10. Email Templates
  11. Client Needs Rules
  12. Closing Costs
  13. Adding or Managing Users