Before a Contract Processor can be assigned to a loan, the primary Loan Officer must add the Contact Processor to their team. Find instructions for this ...
Fri, 8 Nov, 2024 at 6:39 AM
Loans can be created by importing FNM 3.2 or MISMO 3.4 files. MISMO 3.4 files can be imported in bulk. FNM 3.2 files can only be imported 1 at a time. D...
Tue, 29 Jul, 2025 at 6:00 AM
To change which status milestone a loan is at, click the Status portion of the action bar at the top of the loan file. Then you can choose which statu...
Thu, 24 Jul, 2025 at 4:22 PM
ARIVE offers a seamless process for creating new loan files, providing users with two options: manually creating a new loan file or importing an existing 3....
Mon, 26 Aug, 2024 at 8:25 AM
To import a 3.2 or 3.4 file, click the dropdown arrow to the right of the +Loan button in the upper right corner of your pipeline. You'll then be prompt...
Tue, 22 Jul, 2025 at 10:48 AM
The "..." button in the upper right corner of a loan file opens the action menu. In the action menu you can perform the following actions: E...
Tue, 29 Jul, 2025 at 1:27 PM
Borrower loan applications/loan files can be merged by using the 3.2/3.4 import and export options. 1. Navigate to the loan you prefer to merge into ...
Tue, 22 Jul, 2025 at 11:37 AM
Use Zapier to integrate your CRM with ARIVE! If you are on the Broker Pro or Non-Del plan, you can integrate ARIVE with your Zapier account. To integrate ...
Fri, 25 Jul, 2025 at 12:56 PM
To add users or business contacts to an existing Loan File, go into the Loan Center tab. Under the File Contacts section, click Loan Team to add other users...
Tue, 29 Jul, 2025 at 2:36 PM
Your Loan Pipeline shows your list of loan files. You can sort and filter your loan pipeline in numerous ways, and save your own customized filter setups/...
Thu, 31 Jul, 2025 at 2:41 PM