New User Training, Pt. 2

Get an in-depth look at the ARIVE platform

Tuesday and Thursday at 12:00 PM PT (60 Minutes)

Where:

Zoom

This session focuses on loan processing and management within the ARIVE Loan Center. Learn how to track loan stages, statuses, and key milestones using trackers. Manage business contacts, add notes at both the loan and tracker levels, and ensure TRID compliance. Understand lock status, lender registration, and team setup for efficient collaboration. Explore custom fields, loan conditions, and required disclosure forms. Master email and reminder automation, navigate the funding and revenue screen, and review audits, dates, and pipeline call reports for a seamless loan process.

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