1. Company information, logo and email profile Company legal name Company phone Company NMLS number Company website Mailing street address City State ZIP / postal code Google review link (optional) Zillow review link (optional) Company disclosure
Company logoPNG or JPEG, maximum 4 MB 2. Users and roles Administrator / principal name Principal title Administrator email Requested paid users
You are the company administrator. Additional users are optional; each person needs their own seat and sign-in. Listing someone here does not send an invitation.
Add another user 3. Sending hours
Choose the company’s requested delivery hours. Your setup team verifies these before enabling delivery.
Time zoneAmerica/New_York America/Chicago America/Denver America/Phoenix America/Los_Angeles America/Anchorage Pacific/Honolulu From Until
From Until
From Until
From Until
From Until
From Until
From Until
4. Billing Billing contact name Billing email Billing address
Enter your billing contact here. Card or bank details are collected separately through secure payment setup. Do not enter payment numbers in this form.
5. Legal agreements
Your setup team will prepare the required agreements using your company and principal details. You will review and sign them separately. Submitting this form does not sign an agreement.
6. Integration information and setup request Setup contact name Setup contact email Email provider Sending email address Secure application link (borrowers)Public HTTPS application link for borrowers, used by your existing email-profile application-link placeholders. Use ARIVE?Choose an option Yes No ARIVE LOS company sign-in URLEnter your permanent staff LOS address, such as https://yourcompany.myarive.com/. This is separate from the borrower application link. Required when you choose Yes. Import existing ARIVE recordsChoose an option Yes No Need advice Import scope / assistance needed Requested workflows Setup notes
ARIVE Client ID (optional) ARIVE API key (optional) ARIVE secret key (optional)
You may provide all three ARIVE credentials for secure setup, or leave them blank and arrange setup later.
We will help connect ARIVE and email after secure account setup. API keys and provider sign-in are handled privately; do not enter passwords, API secrets or borrower information in these notes.
If you want to import ARIVE records, tell us the scope. Wait for the setup team to confirm the import method before downloading or uploading borrower files.
7. Setup team verification
Your setup team completes these checks after you submit.
Company profile, logo and users Microsoft or Gmail email connection Separate Zapier folder and required Zaps ARIVE mapping, webhook and duplicate-delivery checks Sending hours and requested workflows Billing and signed agreements Test messages and replies using your own recipients Information submitted is not the same as account activation.
Save setup draft Submit for setup