Client Needs, Documents, & Forms

Customize the Pre-Approval Letter
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
Submit Documents to Lenders
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
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...
Mon, 26 Aug, 2024 at 2:42 PM
Generate the 1003 Application
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
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
Non-Del - Generating a Closing Package & UCD 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 2:25 PM