User Settings Setup

Configuration Options for Users

User Settings
All users have a User Settings page with customizations and configurations that only apply to you personally. To get to your User Settings, click your profi...
Sun, 3 Jul, 2022 at 3:16 PM
Uploading Your Profile Image
Users have the option of uploading a profile image.  The profile image is included in system-generated emails as well as in the POS. To upload your profile...
Fri, 23 Oct, 2020 at 2:04 PM
Entering Individual State Licenses
Individual Level Licenses Users are able to add state licenses to their profiles.  This is an important step to avoid licensing errors in the POS.  To do s...
Fri, 23 Oct, 2020 at 2:09 PM
Setting a Team to Automatically Assign Processors and LOAs
A loan officer can designate processors and loan officer assistants to be automatically assigned to their loans.  To do this, the loan officer should: Cli...
Fri, 23 Oct, 2020 at 2:11 PM
Entering Credit and AUS Credentials
ARIVE integrates with many credit vendors, as well as both Fannie Mae's DO and Freddie Mac's LPA. You can enter your credentials for these in the ...
Fri, 15 Jul, 2022 at 9:59 AM
Setting Pricing Templates
Users can set pricing templates, which can be used to quickly run common scenarios.  These serve well as a quick pricer, to quickly provide rates to borrowe...
Fri, 23 Oct, 2020 at 3:24 PM
Setting an Email Signature
Users can set an email signature, which will appear at the bottom of system-generated emails.  There is a default which will appear in your profile.  But, t...
Fri, 23 Oct, 2020 at 2:34 PM
Purchasing Seats at the Self-Paid Level
Users must purchase a seat subscription to use ARIVE.  For details on the costs and subscription types, please see this guide: What are the Costs for ARIVE...
Tue, 21 Jun, 2022 at 10:58 PM
Creating a Real Estate Agent Co-Branded Application Link
You can create an application link that is co-branded with a Real Estate Agent partner. When the borrower clicks on this link, the landing page they see wil...
Sun, 3 Jul, 2022 at 3:27 PM