Loan documents are not automatically transferred to the lender when the loan is submitted. In the Documents tab of the loan file, you can select the docume...
Thu, 1 Sep, 2022 at 10:23 AM
Documents that have been uploaded or generated for a loan can be found in the Documents tab in the loan file. You can also upload documents here, by clickin...
Tue, 23 Aug, 2022 at 11:10 AM
In the Documents tab of the loan file you can mark any document to be visible to the client. They will appear in the Documents > Shared by LO secti...
Wed, 22 Mar, 2023 at 3:36 AM
The Email Tracking tab in your Company Settings provides a comprehensive record of all emails sent through ARIVE by your organization. Find the Email Tr...
Tue, 24 Oct, 2023 at 11:29 AM
The SMS Tracking tab in your Company Settings provides a comprehensive record of all SMS messages sent through ARIVE by your organization. Find the SMS ...
Fri, 2 Feb, 2024 at 1:05 PM
Create, filter, and export Pipeline Reports in ARIVE. TABLE OF CONTENTS Access Pipeline Reports Create a New Report Add Filters Manage Report Attribu...
Thu, 21 Dec, 2023 at 1:25 AM
ARIVE has robust Mortgage Call Report (MCR) functionality and can generate (relatively) easy to understand reports. To access this, mouseover the Reports d...
Mon, 15 May, 2023 at 7:36 PM
You can create an application link that is co-branded with a Real Estate Agent partner. When the borrower clicks on this link, the landing page they see wil...
Thu, 9 Mar, 2023 at 12:59 PM
Before a Real Estate Agent can sign in to the Agent Portal, you need to send them an invitation. First you'll need to enter them as a Business Conta...
Mon, 15 May, 2023 at 8:52 AM
Once a Real Estate Agent has been invited and logged in to the Agent Portal, they will see a list of all active loans they have been granted access to (incl...
Thu, 9 Mar, 2023 at 12:59 PM