Arive Clients ONLY:
Login to Arive > Profile in the top right > User Settings > Integrations (Look for keys under "ZAPIER")
If you're the Company Owner, look under "Company Settings"
As part of your service, we’re happy to upload your contacts for you! Just follow the template we attached in your email. You have two options:
All Contacts (no duplicates)
Closed Loans (duplicates are okay)
Not sure which to send? No worries—feel free to skip this step, and we’ll go over it together on our first call. 😊
Want to upload them yourself? You totally can! Here’s a quick video guide: Watch the video
If you have a business/EIN or registered as an LLC, please upload your CP575 EIN Confirmation Letter below:
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