Playbook/Document Intake

PHASE 2

B

Document Intake

LO curates the needs list · borrower self-uploads · Arive: Loan Setup

Steps in this phase

Click into any step for the full how-to.

Generate & curate the client needs list

Auto-generate the basics; manually add the custom needs Arive misses.

Loan Officer→

Borrower uploads docs via portal

Self-serve upload against the needs list; items pend until reviewed.