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...

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...

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...

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. ...

In the My Teams tab of User Settings, Loan Officers can add Third Party Processors so they will automatically be assigned to their new loans. Click th...

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...

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...

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...

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...

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 ...