Client Needs, Documents, & Forms

Customize the Pre-Approval Letter
Pre-Approval Letter templates allow you to create a custom pre-approval letter for various levels of the organization including: Company Settings, Branch Se...
Tue, 22 Jul, 2025 at 10:44 AM
Generate the Loan Application (URLA 1003)
Generating the loan application form (URLA 1003) allows you to download (and print) or create an e-sign need. You can generate the loan application form...
Wed, 30 Jul, 2025 at 11:32 AM
Share Document Upload Link
The Share Upload Link feature allows you to generate a Document Upload Link for a specific loan, which can be shared with anyone and used by anyone to uploa...
Wed, 13 Aug, 2025 at 1:44 PM
Submit Documents to Lenders
Depending on the lender, there are a couple of ways to get your documents to the lender and you'll find instructions for both methods below. Most le...
Thu, 7 Aug, 2025 at 9:43 AM
Generate Documents & Forms
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
Generate a Pre-Approval Letter
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
Share Documents with Borrower
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
Non-Del - Generating Loan Estimates & Initial Disclosures with DocMagic
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
Non-Del - Generating a Change of Circumstance (COC)
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
Non-Del - Generating a Closing Disclosure (CD) & Pre-Closing Package with DocMagic
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