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
Submit Documents to Lenders
Most lenders do not currently support uploading documents to them directly from ARIVE, so in this case you would need to Download the documents from the Doc...
Thu, 24 Jul, 2025 at 3:13 PM
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
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