Your company's Pre-Approval Letter can be customized in the Pre-Approval Letter tab of your Company Settings. It can also be customized for a specific b...
Wed, 30 Oct, 2024 at 1:02 PM
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...
Mon, 26 Aug, 2024 at 9:55 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...
Mon, 26 Aug, 2024 at 9:56 AM
How to generate and send a Pre-Approval Letter When a loan is at the Pre-Approved status, you can generate a Pre-Approval Letter by clicking the Pre-App...
Thu, 3 Jul, 2025 at 1:07 PM
To generate a 1003, click the Print 1003 button in the upper right corner of the Loan & Property screen of the loan file, or generate it from the Disclo...
Wed, 30 Oct, 2024 at 1:12 PM
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...
Mon, 26 Aug, 2024 at 9:58 AM
Users on the Non-Del plan are able to connect their DocMagic accounts to Arive through either their company or user settings. Once your credentials have bee...
Mon, 26 Aug, 2024 at 2:30 PM
Users on the Non-Del plan are able to connect their DocMagic accounts to Arive through either their company or user settings. Once your credentials have bee...
Mon, 25 Sep, 2023 at 8:38 AM
Users on the Non-Del plan are able to connect their DocMagic accounts to Arive through either their company or user settings. Once your credentials have bee...
Mon, 26 Aug, 2024 at 2:26 PM
Users on the Non-Del plan are able to connect their DocMagic accounts to Arive through either their company or user settings. Once your credentials have bee...
Mon, 26 Aug, 2024 at 2:25 PM