Company & System Setup (Admins)

Admin configuration options

Creating & Using Form Document Sets
To streamline the process of generating groups of documents, Company Admins are able to create Form / Document Sets that can be generated in a group for any...
Fri, 23 Aug, 2024 at 7:50 AM
Configuring Branches
Currently, branches are created on the back-end by the ARIVE Support Team.  If you are a Company Admin and would like to have a branch created within yo...
Fri, 3 Mar, 2023 at 12:15 PM
Branch Settings
Company and Branch Admins have access to the Branch Settings page. To get to your Branch Settings, click your profile icon in the top right corner of the sc...
Sun, 3 Jul, 2022 at 3:08 PM
Setting Branches as Branch Paid
Branches can be either Company Paid or Branch Paid. Company Paid Branches are usually Company Paid by default. Users within the branch can be set to ei...
Sat, 28 Oct, 2023 at 10:04 PM
Non-Del Settings and Configurations
When your account is switched to Non-Del, the Non-Delegated tab will appear in your Company Settings. Here you can choose if your loans will be set to Non-D...
Tue, 5 Mar, 2024 at 12:40 PM
Customize Email & SMS Templates
Customize system-generated emails and text messages using templates.  Email and SMS templates can be found and edited in the Email / SMS Templates tab of y...
Fri, 2 Feb, 2024 at 1:05 PM
Loan Notifications List
-ARIVE has many notifications that you can setup to ensure your team, borrowers, and other 3rd parties are kept in the loop with the various updates of your...
Fri, 25 Aug, 2023 at 1:21 PM
Automation Rules Configuration
ARIVE’s Broker Pro & Non-Del plans companies can create automation rules to enhance their workflow and processes.  To manage and create automation r...
Wed, 4 Dec, 2024 at 9:49 AM