User Settings Setup

Configuration Options for Users

User Settings
All users have a User Settings page with customizations and configurations that only apply to you personally. To get to your User Settings, click your profi...
Tue, 10 Jan, 2023 at 7:10 AM
Updating your Personal Info
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, 16 Nov, 2022 at 1:10 PM
Entering Individual State Licenses
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 ent...
Tue, 22 Nov, 2022 at 12:05 PM
Setting a Team to Automatically Assign Processors and LOAs
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. ...
Wed, 23 Nov, 2022 at 12:08 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
Customizing your Email Signature
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...
Mon, 21 Nov, 2022 at 1:45 PM
Purchasing Seats at the Self-Paid Level
Users must purchase a seat subscription to use ARIVE.  For details on the costs and subscription types, please see this guide: What are the Costs for ARIVE...
Tue, 21 Jun, 2022 at 10:58 PM
Creating a Real Estate Agent Co-Branded Application Link
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...
Sun, 3 Jul, 2022 at 3:27 PM
Setting up E-Signing
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...
Mon, 21 Nov, 2022 at 1:38 PM
Entering Your Personal Credit and AUS Credentials
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 credenti...
Thu, 2 Feb, 2023 at 7:45 AM