Broker Pro includes several premium features in addition to all features of Broker Core.
This is our built-in eSigning platform, designed to function identically to the way an integrated DocuSign account works in ARIVE. You can send eSign requests to borrowers that they can complete with a click, without either you or they ever needing to leave ARIVE. You can also create your own Custom Forms the same way you can with an integrated DocuSign account. Be sure to enable it in the E-Signing tab of your User Settings.
ARIVE eSign has the same security certificate as DocuSign and the same kind of audit trail. There is no volume-based upcharge for exceeding a certain number of signature requests like there is with DocuSign.
Zapier integration for connecting a CRM:
You can generate credentials to link your Zapier account to ARIVE, and then create Zaps to communicate information between ARIVE and your Zapier-connected CRM.
Upload your own logo to appear in the upper left corner of the LOS.
Please note that this is only available to Company Admins on a Company Subscription that has upgraded to Broker Pro.
POS Theme Customization:
Customize the Sign In and Create Account pages of your POS with your own heading, text, and image, as well as the "Thank You" popup shown to the borrower when they submit their application. Please note that this is only available to Company Admins on a Company Subscription that has upgraded to Broker Pro.
POS Lead Form - Capture Lead without requiring account creation:
A form that can be added as a Get Quote button in your POS or linked to directly which creates a Lead instead of a Loan File and does not require the prospective borrower to create an account.
See: Lead Capture
Document Upload Link:
You can generate a Document Upload Link from the Documents tab of a loan file which allows anyone to upload documents to the loan file without needing to log in.
Many more future additions to Broker Pro are planned, including the ability to save custom report templates and other tools.