To create a new loan file, click the + Loan button in the upper right corner of your pipeline. You'll then be prompted to choose between manual creation...
Tue, 22 Nov, 2022 at 1:18 PM
To import a 3.2 or 3.4 file, click the + Loan button in the upper right corner of your pipeline. You'll then be prompted to choose between manual creati...
Thu, 23 Feb, 2023 at 12:38 PM
To change the Status of a loan, click the Status portion of the action bar at the top of the loan file. Then you can choose which Status Pipeline you ...
Thu, 16 Mar, 2023 at 12:02 AM
Individual Assignment To add users to an existing Loan File, go into the Setup & Contacts tab. Under File Contacts, click Select Team to add other u...
Tue, 8 Aug, 2023 at 10:28 PM
To generate a 1003, click the Print 1003 button in the upper right corner of the Loan & Property screen of the loan file, or generate it from the Disclo...
Mon, 14 Nov, 2022 at 11:03 AM
Using the "..." action menu button in the upper right corner of a loan file, you can take various different actions. Export the loan file a...
Fri, 12 May, 2023 at 10:00 AM
Before ordering credit in a loan file, please make sure that you have your Credit Credentials entered in either your Company Settings (for company-wide use)...
Thu, 2 Nov, 2023 at 8:57 AM
When working with multiple borrowers, it is relevant if the borrowers are considered to be on the same 1003 or not. This will affect whether or not you can...
Mon, 31 Jul, 2023 at 12:22 PM
The ARIVE platform has a unique feature over other LOS platforms with its direct integration with lender's TPO portals. What this means for you is t...
Sun, 31 May, 2020 at 6:50 PM
We usually get error messages back from the lenders as to why the loan registrations fail. The most common reasons these fail include: Poor connection wi...
Tue, 21 Jun, 2022 at 10:57 PM