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...

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...

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...

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. ...

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...

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...

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...

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 ...

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...

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...