Create and manage automations to streamline your workflow.

Reduce manual work, improve consistency, and save time. Automations are available on the Broker PRO and Non-Del Plans.


Important Information about Contract Processors and Automation Rules & Tasks: 
If you're working with a contract processor, the hiring company (not the processor's company) must configure all automations and task templates under their own company settings.

The hiring company must:
 - Set up task templates 
 - Create automation rules
 - Assign the task to the Processor Role

TABLE OF CONTENTS

What Are Automations?


Automations = Rules that ARIVE follows.


Automations are rules that tell ARIVE what to do when something happens in a loan file. These rules reduce manual work, improve consistency, and save time.


When a specific event (called a trigger) occurs, ARIVE performs one or more actions like:

  • Sending an email

  • Creating tasks

  • Updating loan statuses

Quick Start Steps

  1. Click your Profile Icon in the top-right corner of the screen, then click Company Settings.
  2. Go to Automation Rules to view or edit automations.
  3. Go to Task Templates to create standard task templates with due dates and auto-complete rules when used in automation.
  4. Click + New Rule (top-right) to create a new rule.
  5. Select a Trigger (what starts the rule).
  6. Add Criteria (optional filters to narrow which loans it applies to).
  7. Choose an Action (what ARIVE will do).
  8. Click Add Rule (bottom-right).
  9. Test your rule on a sample loan to avoid conflicts.

Want a detailed walkthrough with screenshots? See “How to Create a New Automation Rule” below.

Managing Automation Rules

  • View All Rules:

    • Go to Company Settings > Automation Rules.

    • Make sure the Include Inactive checkbox is unchecked.
      ARIVE Automation Rules screen with the Include Inactive checkbox highlighted. This option allows users to view both active and inactive automation rules.

  • Enable/Disable Rules:

    • Toggle the switch next to a rule to turn it on or off.

    • To view inactive rules, check the Include Inactive box at the top.
      Example automation rule in ARIVE with the Active toggle highlighted, used to enable or disable the rule.

  • Filter Rules:

    • Use Triggers or Actions dropdown menus to quickly narrow down rules by type.

    • Use the Search bar to find a rule by name.
      Automation Rules screen in ARIVE with Triggers, Actions, and Search Rule Name fields highlighted for filtering and searching automation rules.

  • Sort Rules:

    • Click Sort by (top middle) to sort by:
      Rule Identifier (default), Rule Name, Date Created, or Last Update.
      Automation Rules screen in ARIVE with the Sort by dropdown open, showing options to sort automation rules by Rule Identifier, Rule Name, Date Created, or Last Updated.

  • Create or Edit Rules:

    • Click + New Rule to create a new one, or click the rule name to edit.
      ARIVE Automation Rules screen showing the + New Rule button in the top right to begin creating a new automation rule.

  • Add Task Templates:

    • Click Task Templates (top-right) to create reusable task lists.
    • Add these templates under Actions → Create Tasks when building a rule.
      ARIVE Automation Rules screen with the Task Templates button highlighted. This button opens predefined task templates that can be used when creating automation rules.

How to Create a New Automation Rule


Already familiar with this process? Jump to “Quick Start Steps” above for a summarized checklist.


  1. Click on your Profile Icon in the top right corner of the screen, then click Company Settings.Top-right corner of the ARIVE screen showing the Profile icon and drop-down menu with options for User Settings, Company Settings, Borrower Portal, and Log Out.



  2. Go to Automation Rules to view or edit automations.
    ARIVE Automation Rules screen in Company Settings. The Automation Rules tab is highlighted in the left-hand menu, and the + New Rule button is shown in the top-right corner.

  3. Click + New Rule.
    ARIVE Automation Rules screen showing the + New Rule button in the top right to begin creating a new automation rule.

  4. Give your rule a name and description to keep things organized (optional).
    ARIVE automation rule setup screen showing how to rename a rule. The pencil icon is highlighted to indicate where to click to edit the rule name. Arrows point to the Rule Name field being updated and the optional Description field below it.

  5. Select a Trigger (when the rule starts).
    ARIVE Automation Rule creation window with the Trigger dropdown open, showing options such as New loan is created, Loan status changes, Loan date changes, and others.


  6. Select + Add Criteria (optional conditions).
    ARIVE automation rule builder with the trigger set. The + Add Criteria link is highlighted to show where to click to define rule filters.
    ARIVE automation rule builder showing the Rule Criteria section with dropdowns to choose loan field, operator, and value. The section is highlighted to indicate where criteria are set.

  7. Select an Action (what ARIVE will do).
    ARIVE automation rule builder with the Actions section highlighted. The + Action dropdown is expanded, showing available automation actions including Enforce requirements, Set value of field to something, Execute trigger with warning message, Stop trigger execution with message, Notify someone, Create tasks, and Change Loan Status (grayed out).



  8. Click Add Rule.
    ARIVE automation rule builder showing a completed example with a trigger, criteria, and selected action. The Add Rule button is highlighted in the bottom-right corner.



  9. Test your rule on a sample loan to avoid conflicts.

Triggers (What Starts a Rule)


Triggers are events that cause an automation to run.

ARIVE Automation Rule creation window with the Trigger dropdown open, showing options such as New loan is created, Loan status changes, Loan date changes, and others.


Available Triggers:

  • New Loan Is Created – Fires when a loan is created either by the borrower in the POS or manually by a user in the LOS.


  • Loan Status Changes – Fires when the loan status changes in general, or when it moves from specific statuses to others (e.g., from App Intake, Qualification, or Pre-Approved to Loan Setup, Disclosed, or Submitted to UW).
    ARIVE automation rule builder showing Loan Status trigger set to “changes to.” The dropdown displays loan statuses like App Intake, Qualification, and Pre-Approved.
    ARIVE automation rule builder showing Loan Status trigger set to “changes from.” The dropdown is open with loan statuses like App Intake, Qualification, and Pre-Approved available for selection.
    Completed ARIVE automation rule showing Loan Status changes from App Intake, Qualification, or Pre-Approved to Loan Setup, Disclosed, or Submitted to UW.


Tip: Select several statuses before and/or after the one you care about since users can skip steps.



  • Loan Date Changes – Fires when key loan dates are set, changed, or cleared.
    ARIVE automation rule builder screen with “Loan Date” selected as the trigger. The dropdown menu is expanded, showing selectable dates such as App Intake Date, Qualification Date, Pre-Approved Date, Loan Setup Date, Disclosed Date, Submitted to UW Date, Approved with Conditions Date, and Re-Submittal Date.

  • Subject Property Changes – Fires when Occupancy Type, Property Type, or Address changes.
    • Property Types: Single Family, Condo, Cooperative, Manufactured, PUD, Townhouse, Vacant Lot/Land.
    • Occupancy Types: Primary Residence, Second Home, Investment.
      Automation rule Trigger set to Subject Property with dropdown expanded. Options include Occupancy Type, Property Type, City, Zip, State, and TBD Address.

  • Loan Team Changes – Fires when a user on the Loan Team with the selected role is assigned, removed, or changed.
    ARIVE automation rule builder with "Loan Team" selected as the trigger. The dropdown shows role options: Loan Officer, Processor, and Loan Officer Assistant.

  • Loan Info Changes – Fires when loan details like Loan Channel Type, Lien Position, Mortgage Type, or Business Purpose Loan are updated.
    ARIVE automation rule Trigger dropdown with Loan Info selected. Options in the dropdown include: Business Purpose Loan, Loan Channel Type, Lien Position, Mortgage Type, Lender, Amortization (Coming Soon), and Rate Lock (Coming Soon). The search bar in the dropdown is active.



  • Loan Tracker Status Changes – Fires when tracking actions start (e.g., ITP Status, Title Order, Flood Cert, Appraisal Ordered, CD Status).
    ARIVE automation rule Trigger dropdown with Loan Team selected and available options: Loan Officer, Processor, and Loan Officer Assistant.

  • Loan Action – Fires on in-platform actions like ordering credit or generating disclosures.
    ARIVE automation rule builder with the Trigger dropdown set to “Loan Action.” Dropdown shows checkboxes for: Credit Order, AUS Run, HOI Order, Title Order, Flood Certification Order, and Generate Disclosure.

  • Custom Field Changes – Fires when a custom field is updated.
    ARIVE automation rule builder with Trigger set to Custom Field and the field selection dropdown highlighted in red, indicating that a selection is required. No field has been selected yet.



  • Borrower Info Changes – Fires when borrowers are added or removed, or when borrower emails change.
    ARIVE automation rule builder with Trigger set to Borrower Info. The dropdown menu is open, showing selectable options: Borrower and Borrower Email.



  • Task Status Changes  – Fires when a task status changes (e.g., Open → Done).
    ARIVE automation rule builder with Trigger set to Task status changes. The dropdown to select a specific task or task status is visible but not yet expanded. No additional criteria or actions have been added.

Automation Criteria (Filters)


Criteria help you narrow down which loans the rule should apply to — so automations only trigger when certain conditions are met.


Criteria help control when your rule should run. You can:

  • Use simple filters (like Loan Status = Pre-Approved)

  • Combine multiple filters using AND

  • Build advanced logic using nested OR groups


  • Basic Criteria (“And if”)
    When you click + Add Criteria, ARIVE links each one using AND logic by default. That means all conditions must be true for the rule to run.

    • Example: 

      • Loan Status = Pre-Approved

      • Channel = Broker

      • FICO Score > 700

    • All conditions must be true. If even one of those is false, the rule won’t run.


  • Nested Conditions (OR Logic)
    Click the bracket icon next to a condition to group conditions using OR logic. With OR, only one condition in the group needs to be true.

    • Example:

      • Loan Officer is licensed in LA
        OR

      • Occupancy = Investment

    • This rule runs if either of the two conditions is true.

  • Multiple Values in the Same Condition

    If you select more than one value in the same condition (e.g., Loan Officer in Jane Doe, John Smith), ARIVE treats it as OR — only one of the values needs to match.
    When you add separate conditions, they default to AND unless you group them with OR.


Tip: Always test complex logic using a sample loan.



ARIVE automation rule builder showing trigger and the "+ Add Criteria" link is visible but no criteria fields are added yet.

ARIVE automation rule builder showing the trigger and rule criteria section is expanded with fields to select a filter condition, connected with "And if".

Actions (What ARIVE Will Do)


Once a trigger fires (and any criteria are met), ARIVE performs the actions you've set. You can stack multiple actions in a single rule. Some actions apply to the whole rule, while others can be narrowed further with action-specific criteria.


Use actions to automate communication, enforce data, assign tasks, and move the loan forward.


ARIVE automation rule builder with the + Action dropdown open, showing available actions like Enforce requirements, Set field value, Show warning, Stop with message, Notify someone, Create tasks, and Add Action Criteria.

  • Enforce Required Fields – Blocks the user until all required fields are completed.
    ARIVE automation rule builder with the Enforce requirements action expanded. The Required Fields dropdown is open, showing a list of loan fields to select as mandatory fields.

  • Set Value of Field – Automatically sets a field value (e.g., auto-select "Business Purpose Loan").
    ARIVE automation rule builder with the Set Value action open. The field selection dropdown is expanded, showing options to set a predefined value automatically.

  • Warning Message – Shows a pop-up warning but lets the user proceed.


  • Stop With Message – Displays an error message and prevents further progress until corrected.
    ARIVE automation rule builder with the Stop Trigger Execution action selected. The user has entered a custom error message (“This is a hard stop due to…”) in the required message field. When triggered, this action will prevent further progress until the error is resolved.

  • Notify Someone – Sends an email or notification to specific people or teams.
    Send Notification action setup with “To” field dropdown expanded with rich text and tag insertion options.


    Send Notification action setup in ARIVE automation rule. The “To” and “Cc” recipient fields are expanded with a dropdown and the “Add Attachments” option is visible.



  • Create Tasks – Automatically creates tasks (can be linked to task templates).
    ARIVE automation rule setup with trigger. Under Actions, “Create Tasks” is selected, showing options to “Add From Task Templates List” or create a “New Template.” No tasks have been added yet.

See: Task Management (HOT-25570) [ARIVE Release Notes - v2025.7.0.0]



  • Change Loan Status – Automatically updates the loan status when paired with a Task Status Changes trigger.

    ARIVE automation rule setup with trigger “Task status changes.” The “Change Loan Status” action is selected, showing a dropdown list of loan statuses.



  • Add Action Criteria – Add extra conditions that must be met for the action to run (e.g., only send email if loan status = Pre-Approved).
    ARIVE automation rule with trigger “Loan Tracker – Appraisal changes.” Two action criteria are shown: one creates Appraisal Scheduled tasks when the tracker is set to “Scheduled,” and the second creates Appraisal Complete tasks when the tracker changes to “Complete.” Each has its own conditional logic and task creation action.

FAQs


Q: Can two automations run at the same time?
Yes, but ensure they don’t conflict (e.g., sending duplicate emails or updating the same field).

Q: Can I use multiple triggers in one automation?
No. Each automation starts with a single trigger but can include multiple actions.

Best Practices

  • Always test each rule on a sample loan.

  • Use clear names (e.g., Send Processor Notification – Appraisal Ordered).

  • Avoid overlapping rules for the same trigger.

Real-World Examples

  • Example 1: When loan status changes to "Disclosed," ARIVE automatically sends an email notification to the Processor.

  • Example 2: When "Appraisal Delivery Date" is set, ARIVE triggers a task for the Loan Officer to review the appraisal.

  • Example 3: When a task like "Send Closing Package" is marked as Done, ARIVE updates the loan status to "Docs Out."
See: 
Task Automation
Task Management (HOT-25570) [ARIVE Release Notes - v2025.7.0.0]
Task Pipeline