When your account is switched to Non-Del, the Non-Delegated tab will appear in your Company Settings. Here you can choose if your loans will be set to Non-Del or Broker by default. This would ideally be the channel that you plan to use the most. 

You will then need to create Override Rules for any scenarios where you would use the channel not selected as your default. Example: Your company selects Non-Del as their default channel since that is a majority of their business, but all FHA loans need to go through the Broker channel. Setting that override will ensure that your loans are funneled to the correct business channel. 

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In the Margins tab, you can create Margin Rules to adjust pricing (in either points or dollars) on Non-Del loans based on chosen criteria. You can also set your minimum and maximum margin limits. 

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Each of your loan files will have a MERS number automatically generated for it, and you can freely switch between the loan being Brokered or Non-Del. This can be found in the Setup & Contacts tab of a loan, in the lower right corner.

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When a loan is set to Non-Del, our PPE will automatically pull Non-Del pricing from our Integrated Lenders that you are approved with.

Arive has an integration with DocMagic for generating documents such as Loan Estimates, Initial Disclosures, Change of Circumstance, Closing Disclosures, Pre-Closing Packages, Closing Packages, and UCDs. 

To integrate your existing Doc Magic account into ARIVE go to the DocMagic section of the Credentials tab in either your User Settings or your Company Settings and enter your account information.

To generate disclosures using the DocMagic integration, you will go to the "Disclosure forms" tab on the left side menu in your loan file, and then click "Disclosures". You will then see the "Generate Disclosures" box. Check out this support article for more info Non-Del - Generating Loan Estimates and Initial Disclosures Via DocMagic in Arive

Also, Call Reports support Non-Del clients.

Remember that as a Non-Del subscriber, you also have access to all the features of our Broker Pro Plan.

Also see: Non-Del Features

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