User Settings Setup

Configuration Options for Users

User Settings
You can find the customizations and configurations that will only apply to you personally in your User Settings. To get there, click your profile icon in th...
Mon, 19 Feb, 2024 at 6:54 AM
Updating Your Personal Info
The following information is customizable in the Personal Info tab of your User Settings. Name NMLS Number Office Phone (this is the number that will be...
Thu, 22 Aug, 2024 at 2:01 PM
Entering Individual State Licenses
In the Licenses tab of your User Settings, you will enter your Individual State Licenses. This is an important step, as if you don't have a license ente...
Fri, 21 Jun, 2024 at 12:30 PM
Setting a Team to Automatically Assign Processors and LOAs
In the My Teams tab of User Settings, Loan Officers can set other users within their organization to automatically be assigned to their new loans. ...
Tue, 25 Jul, 2023 at 2:07 PM
Setting Up E-Signing
Before you can send E-Signature Request client needs or create Custom Forms, you will need to set up E-Signing. Go to the E-Signing tab found in your Us...
Thu, 22 Aug, 2024 at 2:13 PM
Entering Your Personal Credit & AUS Credentials
Setting up Credit and AUS accounts for your own use only. Before you can run Fannie Mae's DO and Freddie Mac's LPA in ARIVE, you will need to en...
Thu, 22 Aug, 2024 at 2:14 PM
Integrate with the UWM Portal
Connecting your ARIVE account to the UWM Portal to submit loans. Before you can submit loan files to UWM, you need to connect your ARIVE account to the U...
Thu, 22 Aug, 2024 at 2:15 PM
Setting Pricing Templates
You can set Pricing Templates to quickly run common scenarios. Creating a Pricing Template   To create a new pricing template, go to your User Setting...
Tue, 7 Nov, 2023 at 3:38 PM
Purchase Seats as Self Paid
Self Paid subscriptions. If your Company Admin has set you to Self Paid, you are required to purchase your subscription from your User Settings > My ...
Thu, 22 Aug, 2024 at 2:18 PM
Connect Your Email Account
Each ARIVE user has the ability to link their personal email account, enabling system-generated emails to appear as originating from their own email address...
Wed, 24 Jul, 2024 at 12:01 PM