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
Topics covered include:
- Accessing Company Settings
- Organization Info
- Entering Company State Licenses
- Adding Lenders to ARIVE
- Disclaimers
- POS Config
- Avoiding Collecting RESPA in the POS
- Customizing Your POS URL
- Collecting Documents in the POS Immediately After Application Submission or Later
- Customizing Your Pre-Approval Letter
- Email Tracking
- Email Config
- Email Templates
- Client Needs Rules
- Closing Costs
- Adding or Managing Users