Onboarding Call To Action

Follow all of these steps as soon as possible if you would like to begin originating loans.

1. NMLS RELATIONSHIP AND EMPLOYMENT HISTORY

   a. Please search your email for "Welcome to Innovative!" for directions.

   2. ARIVE

1. Login: https://250769.myarive.com
2. Username = email address
3. Password = follow prompts from Arive email.
4. Subscription:
5. Set up payment directly with Arive within your account after the initial free trial.
6. See our website for more information about the subscription options.
7. LOS Training Options:
8. Live
9. New User Training (Part 1 and 2) sign up link.
10. Recorded
11. Click here to watch a recorded session part one
12. Access code: sFr@p2xm
13. Click here to watch a recorded session part two
14. Access code: 2vF.6u#f
15. Support: for additional resources visit Arive's support page
16. Borrower Loan Application Link - point of sale (POS):
17. In Arive click on the top right hand corner of the screen (your photo or initials).
18. Click on the two boxes to the right of "Borrower Portal" to copy your direct link
19. Paste the link in your email to send to your borrower.
20. Test the POS yourself by completing a “dummy” application.

   3. ORIGINATOR SUPPORT PORTAL

1. www.InnovativeMLO.com
2. Click "Originator Support Login" in the top right corner
3. Username = email address
4. Password = follow prompts from Memberspace email
   

   4. EMAIL SIGNATURE

1. Copy my email signature below and paste it into your signature settings
2.  Be sure to include:
3. Wire disclaimer (in the small font above my name)
4. Your NMLS #
5. Innovative’s corporate NMLS #250769
6. Equal Housing Lender logo and language
7. State Designation for all states that you and Innovative are MUTUALLY (both you and IMS have to be licensed there otherwise don’t list the state) licensed within.  See correct designations here.
   
   

   5. MULTI-FACTOR AUTHENTICATION

1. Protect and secure client financial information and data.
2. Follow these step by step instructions.
3. Email DannaKS@InnovativeMLO.com a screen snip documenting that your email account is multi-factor authenticated.

   6. DO/FANNIE MAE CREDENTIALS

1. View the Fannie Mae email in your inbox for your USERNAME
2. View the Fannie Mae email instructions to establish your password.
3. PIN number = 1111
4. Activate your DO access within 48-hours of receiving your email or you will be locked out.
5. Adding DO Credentials to Arive
6. In Arive click on the top right hand corner of the screen (your photo or initials).
7. Click on “User Settings.”
8. Click on “Credentials” on the left.
9. Under AUS-DO type in your Fannie Mae Username and Password.
10. Leave the LP and Doc Magic credentials blank in Arive.

   7. CREDIT CREDENTIALS

1. Look for an email from CIC with your credit credentials.
2. The email will include a Smart Pay link to provide clients so they can request and pay for their report directly.
3. If you don’t locate the email contact Theresa McCoy or Carrie Grant with CIC credit.
4. Theresa McCoy
   CIC Credit
   (813) 205-1397
   tmccoy@ciccredit.com
5. Alternative credit options can be requested directly with the following vendors.  Ask the vendor to email DannaKS@InnovativeMLO.com for authorization.

1. Doug Swan
   Network/Sarma
   (813) 299-2611
   dswan@sarma.com
2. Charles Buggs
   Xactus
   (850) 375-4914
   Charles.Buggs@xactus.com
3. Buddy Manual
   Credit Technologies
   (800) 445-4922 EXT 6455
   BManuel@CreditTechnologies.com

   8. LENDER/INVESTOR ACCESS

1. Correspondent Lenders
2. Credentials will be requested from all Innovative’s correspondent investors once you have transferred NMLS relationship to Innovative.
3. Keep a lookout in your inbox for emails from investors with credentials and instructions.
4. Take action quickly to set up your credentials so that your invitation(s) doesn’t expire.
5. Wholesale Lenders
6. You may request credentials as the need arises by contacting the wholesale account executive directly via email.
7. Copy DannaKS@InnovativeMLO.com on the email to the account executive so that authorization can be issued to provide your credentials.
8. You can access the wholesale lender lists and correspondent investor lists here.
   
   

   9. COMPENSATION ELECTION

1. TRID regulated transactions fall under the LO Compensation Rule.
2. Register your quarterly compensation election here.
3. Compensation Election Registration
4. Non-TRID transactions do not fall under the LO Compensation Rule.

   10. JOIN OUR PRIVATE FACEBOOK GROUP

1. www.facebook.com/groups/399222434158052/

   11. ONBOARDING CALL

1. Email DannaKS@InnovativeMLO.com to confirm that you will be able to attend our next set of Onboarding Calls.
2. *see your Call to Action Email for upcoming dates*
3. You must attend both calls to complete the Onboarding requirement.

Congratulations on affiliating with Innovative Mortgage Services, Inc.  We wish for you to experience a smooth and efficient transition.  Please have everything listed above in progress before joining our Innovative Onboarding Call.  Please contact Andrew Kashella or myself via email or telephone if we can be of further assistance.