You can find the customizations and configurations that will only apply to you personally in your User Settings. To get there, click your profile icon in th...
Mon, 11 Sep, 2023 at 6:38 PM
In the Personal Info tab of your User Settings, you can enter and edit the following information. Name NMLS Number Office Phone (this is the number that...
Wed, 9 Aug, 2023 at 11:58 AM
In the Licenses tab of your User Settings, you will enter your Individual State Licenses. This is an important step, as if you don't have a license ente...
Wed, 9 Aug, 2023 at 11:51 AM
In the My Teams tab of User Settings, Loan Officers can set other users within their organization to automatically be assigned to their new loans. ...
Tue, 25 Jul, 2023 at 2:07 PM
In the My Teams tab of User Settings, Loan Officers can add Third Party Processors so they will automatically be assigned to their new loans. Click th...
Tue, 10 Jan, 2023 at 11:20 AM
Before you can send E-Signature Request client needs or create Custom Forms, you will need to set up E-Signing. Go to the E-Signing tab found in your Us...
Tue, 25 Jul, 2023 at 2:07 PM
ARIVE integrates with many credit vendors, as well as both Fannie Mae's DO and Freddie Mac's LPA. You have two options for entering your credential...
Tue, 25 Jul, 2023 at 2:08 PM
To integrate ARIVE to the UWM Portal, head to the ARIVE user settings -> Integrations tab by clicking on the user icon in the top right corner. Once in ...
Fri, 7 Jul, 2023 at 10:13 AM
Users can set pricing templates to quickly run common scenarios. These serve well as a quick pricer, to quickly provide rates to borrowers over the phone, e...
Mon, 15 May, 2023 at 4:49 PM
All users have a customizable email signature that appears at the bottom of system-generated emails they send. To edit this, go to your User Settings > E...
Tue, 25 Jul, 2023 at 2:11 PM