User Settings Setup

Configuration Options for Users

Getting Started (Accessing User Settings)
Welcome! After successfully logging into Arive, you will want to configure your profile before starting loans.  This will help ensure better data flow and ...
Fri, 23 Oct, 2020 at 2:00 PM
Uploading Your Profile Image
Users have the option of uploading a profile image.  The profile image is included in system-generated emails as well as in the POS. To upload your profile...
Fri, 23 Oct, 2020 at 2:04 PM
Entering Individual State Licenses
Individual Level Licenses Users are able to add state licenses to their profiles.  This is an important step to avoid licensing errors in the POS.  To do s...
Fri, 23 Oct, 2020 at 2:09 PM
Setting a Team to Automatically Assign Processors and LOAs
A loan officer can designate processors and loan officer assistants to be automatically assigned to their loans.  To do this, the loan officer should: Cli...
Fri, 23 Oct, 2020 at 2:11 PM
Entering Credit and AUS Credentials
Users can enter credentials for integrated credit vendors, as well as for running AUS in the system.  The credentials will be stored in the user's prof...
Fri, 23 Oct, 2020 at 3:27 PM
Setting Pricing Templates
Users can set pricing templates, which can be used to quickly run common scenarios.  These serve well as a quick pricer, to quickly provide rates to borrowe...
Fri, 23 Oct, 2020 at 3:24 PM
Setting an Email Signature
Users can set an email signature, which will appear at the bottom of system-generated emails.  There is a default which will appear in your profile.  But, t...
Fri, 23 Oct, 2020 at 2:34 PM
Purchasing Seats at the Self-Paid Level
Users must purchase a seat subscription to use ARIVE.Next.  For details on the costs and subscription types, please see this guide: What are the Costs for ...
Fri, 16 Oct, 2020 at 2:07 PM