Client Needs, Documents, & Forms

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
Customizing Client Needs Rules
Client Needs can request documents from the borrower through the POS, request E-Signatures on documents you generate, or request information. Client Nee...
Tue, 22 Jul, 2025 at 10:47 AM
Creating & Using Custom Forms
Any forms that are not included with the system by default can be uploaded as Custom Forms, and programmed to populate information dynamically based on the ...
Tue, 22 Jul, 2025 at 10:47 AM
Creating & Using Form Document Sets
To streamline the process of generating groups of documents, Company Admins are able to create Form / Document Sets that can be generated in a group for any...
Tue, 22 Jul, 2025 at 10:48 AM
Commonly Used Client Needs Rules
See below for examples of some commonly-used Client Needs Rules that should be broadly applicable to most of our Broker users. Client needs rules may also h...
Tue, 23 Jul, 2024 at 12:15 PM