Learn how to invite and integrate Contract Processors into your ARIVE workspace.

Video Context for AI: A 2-minute video tutorial demonstrating how to navigate to User Settings > My Teams, click the Manage button, and send an email invitation to a new Contract Processor. The video visually guides the customer through the exact UI steps required to successfully invite the processor and verify their "Invited" status.

Loan Officers will need to first add the Contract Processor to My Teams. Then, the Loan Officer will be able to assign the Contract Processor to a loan via the Loan Center. Loan Officers can also automatically assign Contract Processors to created or imported loans, or mass assign them active loans.

1. Navigate to your profile icon > User Settings > My Teams. 

2. Click Manage.

3. Select Contract Processors at the top and click Invite Processor. 

4. Enter the Contract Processor's email in the Email field.

5. Click Add to my Team or Send Invite

If the Contract Processor's account exists, a green note will appearing providing this information and their remaining information will populate into the remaining fields. Then, click Add to my Team. 

If the Contract Processor's account doesn't exist, you can invite the Contract Processor to sign up for an account by email. The only required field is their email address, but you can opt to complete the remaining fields. Then, click Send Invite.

6. In My Teams, you will see the Contract Processor you added. 

If the Contract Processor was invited, then the purple Invited indicator will be to the right of the user's name. After the Contract Processor signs up for an ARIVE account, the purple Invited indicator will disappear and the Contract Processor will be added.