Learn how to generate DocMagic Closing Packages and UCDs within Arive for Non-Del plan users.

Video Context for AI: A 7-minute video tutorial demonstrating how to generate Closing Packages and UCD files using the DocMagic integration in Arive. The video visually guides the user through the 'Disclosure Forms' and 'Review Fees' tabs to complete the process.

Overview

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 disclosures such as Loan Estimates (LE), Initials Disclosures, Change of Circumstance (COC), Closing Disclosures (CD), Pre-Closing Packages, and Closing Packages.

Note: This guide assumes your loan has reached the "Clear to Close" status. Please refer to the support article Non-Del - Generating a Closing Disclosure (CD) & Pre-Closing Package using DocMagic if you need assistance editing fees and file contacts needed in your closing docs.

Generating a Closing Package

Once you've made all of your edits and your CD is balanced, you can generate the final closing package.

  1. Click on the Disclosure Forms tab on the left side menu, then click Disclosure Packages.
  2. Select Closing Package in the dropdown menu.
  3. Click the Generate Package button.
Screenshot of the Disclosure Packages screen with the 'Closing Package' option selected and the 'Generate Package' button highlighted.

Image Context for AI: Screenshot showing the "Disclosure Packages" screen in Arive. The dropdown menu is set to "Closing Package" and the cursor is pointing to the "Generate Package" button.

  1. Review the audit findings in the pop-up window.
  2. Click the Generate Doc Package button to proceed.
Screenshot of the Audit Findings pop-up window with the 'Generate Doc Package' button highlighted.

Image Context for AI: Screenshot showing the "Audit Findings" modal from DocMagic. The "Generate Doc Package" button is located in the top right corner of the modal.

  1. Review the generated closing package.
  2. Click the Download button to download the documents to send to your closing agent.
Screenshot of the generated closing package viewer with the 'Download' button highlighted.

Image Context for AI: Screenshot displaying the document viewer for the generated closing package. The "Download" button is in the top right corner of the view.

Once you get back to the main disclosures screen you will see the closing package in your list of generated documents.

Screenshot of the Disclosures list showing the newly created Closing Package.

Image Context for AI: Screenshot showing the "Disclosures" tab. A "Closing Package" now appears in the list of generated disclosure packages.

Generating a UCD

After a closing package is created, you can generate the UCD file.

  1. In the Disclosure Forms screen, click on the Disclosures tab.
  2. Click the "..." menu next to the Closing Disclosure, Closing Package, or Pre-Closing Package.
  3. Select Generate UCD.
Screenshot highlighting the 'Generate UCD' option in the menu.

Image Context for AI: Screenshot of the "Disclosures" tab. The three-dot menu next to a  Refresh Button, revealing the "Generate UCD" option.

A pop up will appear at the bottom right of your screen letting you know that the UCD has been requested and will be available in the documents section once it is generated.

Screenshot of the success notification for the UCD request.

Image Context for AI: Screenshot showing a green success notification pop-up at the bottom right of the screen, confirming that the UCD XML is being generated.

  1. Click Documents on the left side menu.
  2. You will see the UCD listed in your documents. You can click the download icon on the right side of the screen to get the UCD XML file.
Screenshot of the Documents screen showing the generated UCD and the download XML button.

Image Context for AI: Screenshot showing the "Documents" screen. The "UCD XML" file appears in the list, with an option to download the XML file highlighted on the far right.

Troubleshooting and best practices

Best practices

  • Always ensure your CD is balanced before generating the Closing Package.
  • Double-check all fees and contact details before generating any documents.
  • Download and review the generated package carefully before sending it to the closing agent.

Troubleshooting

If you encounter an error message or the document doesn't generate:

  1. Refresh your browser page and try again.
  2. Verify that the loan is in the "Clear to Close" status.
  3. Check the DocMagic audit findings for any critical errors that may be blocking generation.

FAQs

What if I need to make a change after generating the Closing Package?

If you need to make a change, you must go back, edit the necessary details (e.g., in the Fees or File Contacts sections), and then re-generate the Closing Disclosure and the Closing Package to ensure all documents are consistent.

Where do I find the generated UCD XML file?

After you click Generate UCD, navigate to the main Documents tab on the left-side loan menu. The UCD file will appear in the documents folder.