Users on the Non-Del plan are able to connect their DocMagic accounts to Arive through either their company or user settings. Once your credentials have been entered you will be able to generate the following disclosures. 


  • Loan Estimates (LE)
  • Initials Disclosures
  • Change of Circumstance (COC)
  • Closing Disclosures (CD)
  • Pre-Closing Packages
  • Closing Packages



Generating COC's 


  • In order to generate COCs in Arive...
    • Loan must be in the Non-Del industry channel
    • The loan should be in "Disclosed" status
    • The LE or Initial Disclosures have been generated
  • For all Non-Del loans the file will automatically go into "Read Only" mode once the file has reached "Disclosed" status. This will then give you an option to start generating a COC or Edit file. 



  • Will need to select the reason for the COC and click the "Start Editing" button




  • You can hover over the number that appears with the "Finish Edits" button to see all of the changes that have been made. 


  • Once you've made your changes click the "Finish Edits" button at the top left of the screen. 


  • Here you will review the changes that have been made and you can add to the description text box.
  • If everything looks good then click the "Finish & Disclose" button


  • You will be directed to the "Disclosure Forms" tab to generate the COC using the DocMagic integration


  • Once you click the "Generate Docs" button you will receive the DocMagic audit findings.
  • If everything looks good you can click the "Generate Doc Package" button at the top left of your screen. 


  • You will see a pop-up window letting you know that you will be charged according to your agreed terms with DocMagic. 


  • Click the "Generate package" button
  • Once the package is generated you can review the forms and either download the package or click "Send for eSigning" at the top right


  • A pop-up will show you the expected recipients and the attachment to be signed. 
  • Click "Send"


  • Congrats! Your eSign request has been initiated
  • Click "Continue"


  • You can track the status of your eSign request and copy the eSign link if you need to resend it to your signers.