Before a Real Estate Agent can sign in to the Agent Portal, you need to send them an invitation.

First they need to be listed as a Business Contact in your ARIVE account. If they have not yet been added, you can add them via your Contacts > Business Contacts menu, by clicking +Contact.

To give a Real Estate Agent access to a loan file, go to the Pre-Approval tab of the file. On the right side are your Pre-Approval Settings, where you can set limitations for what they are able to do with the Pre-Approval Letter. Below that, where it says Add Agent or Borrower, click the Invite button.

If they're already assigned to the file, they will appear at the bottom. If not, click the Business Contacts button.

Check the checkbox to select the agent, then click Done.

Choose whether you want to allow them to generate Pre-Approval Letters or not, and click Invite.

This will send them an invite email with a link that will will prompt them to set up their password, and then they will be able to log into the Agent Portal!

After setting up their password, going forward they will access the Agent Portal via your company's Agent Portal URL which is customizable in the Realtor Config tab of your Company Settings. By default, this URL is https://XXXX.myagentloans.com, where "XXXX" is your Company NMLS number. Be aware that if you do customize this, the old URL will no longer work, so be sure to alert your Real Estate Agent partners to update their bookmarks.

See also: Using the Real Estate Agent Portal, Creating a Real Estate Agent Co-Branded Application Link