Learn how to connect your ARIVE account to the UWM Portal by generating and entering API credentials to submit loans.

Video Context for AI: A 2-minute video tutorial demonstrating how to navigate to the Integrations section in ARIVE, generate UWM API credentials, and then enter those credentials into the UWM Portal to establish a connection for loan submissions.

Overview

Before you can submit loan files to UWM, you need to connect your ARIVE account to the UWM Portal. This process involves generating unique API credentials from your ARIVE account and then using them to authorize the connection within the UWM Portal. This allows for a seamless flow of information between the two systems.

Generate Credentials in ARIVE

First, you will generate your unique credentials inside your ARIVE account.

  1. Navigate to User Settings > Integrations.
  2. Select the UWM tab.
  3. Click Generate Credentials. Your Client ID, Client Secret, and API Key will appear.
  4. Click the Copy icon to the right of the credentials to easily copy them for the next steps.
Screenshot of the ARIVE integrations page for UWM, with the Generate Credentials button highlighted.

Image Context for AI: Screenshot showing the ARIVE User Settings screen on the UWM Integrations tab. The 'Generate Credentials' button has been clicked, revealing fields for Client ID, Client Secret, and API Key, with a copy icon next to them.

Connect to UWM Portal

Next, log into the UWM Portal to add the connection.

  1. In the UWM Portal, click Add New Connection.
  2. Screenshot of the UWM Portal dashboard with the 'Add New Connection' button highlighted.

    Image Context for AI: Screenshot of the UWM Portal dashboard. The 'Add New Connection' button is located in the center of the page and is clearly visible.

  3. Click Sign In under the ARIVE logo.
  4. Screenshot of the UWM Portal's integration options, with the Sign In button for ARIVE highlighted.

    Image Context for AI: Screenshot showing the available third-party integrations in the UWM Portal. The 'Sign In' button under the ARIVE logo is prominently displayed.

  5. Enter a name for the connection.
  6. Paste the Client ID, Client Secret, and API Key you copied from ARIVE into the corresponding fields.
  7. Click Connect.

Important: If you see an error message "Error in fetching loan list from Arive! - undefined", please wait 5-10 minutes and try again.

Screenshot of the UWM connection setup modal with fields for credentials.

Image Context for AI: Screenshot of the Arive API Credential's for UWM Integration displayed, with the copy buttons highlighted.

Optional: Auto-Sync Events

To have loan status and milestone updates from the UWM Portal automatically sync back to your loan file in ARIVE:

  1. Check the Automatically Sync Lender Events checkbox after the connection is successful.
Screenshot of the 'Automatically Sync Lender Events' checkbox in the UWM Portal.

Image Context for AI: Snippet of the API Integration Tab highlighting the "Automatically Sync Lender Events" checkbox for UMW Integration

The list of fields that will be updated in ARIVE is shown below.

Table listing the lender event fields that sync from UWM to ARIVE.

Image Context for AI: Image of a table listing the lender event fields that are synced from UWM to ARIVE. The fields include Loan Status, Milestone, Estimated Closing Date, and other key dates related to the loan process.

Troubleshooting and Best Practices

Best Practices

  • Always use the Copy button in ARIVE to avoid typos when entering credentials.
  • Enable the Automatically Sync Lender Events to keep your loan files in ARIVE up-to-date with minimal manual effort.

Troubleshooting

If you encounter an error message:

  1. For the error "Error in fetching loan list from Arive! - undefined," wait 5-10 minutes and try again.
  2. If the connection fails for other reasons, regenerate your credentials in ARIVE and try the process again, ensuring you copy the new credentials correctly.

FAQs

What if I lose my credentials or need to generate new ones?

You can generate a new set of credentials from the ARIVE Integrations page at any time. If you do, you must update the connection in the UWM Portal with the new Client ID, Client Secret, and API Key.

Does the "Automatically Sync Lender Events" feature sync both ways?

No, the automatic sync is a one-way update from the UWM Portal to ARIVE. It ensures that milestone and status changes in UWM are reflected in your ARIVE loan file, but changes made in ARIVE will not be sent to the UWM Portal via this feature.