Machelle's Team Resource Hub

Your Complete Operational and Training Manual

Daily Zoom Schedule

Stay connected and on time every day

Check the Zoom time schedule for daily meeting links and times

All team calls are hosted by Machelle and are mandatory unless noted

Mute on entry and use the chat for questions during calls

Recordings are available after each session for review

Tip: Bookmark the Zoom schedule link so you always have fast access before each call.

Team Reminders and Forms

Keep compliance and workflows on track

Warning: Using outdated forms can delay file processing. Always pull forms directly from the team links page.

Student Loan Guide

Core knowledge for loan processing excellence

Understand loan types: conventional, FHA, VA, and student loan programs

Follow the loan guide step-by-step for each file type

Know borrower eligibility requirements before submitting

Reference the docs cheat sheet for required documentation per loan type

Use LendingPad and ARIVE application guides for platform-specific workflows

LendingPad and ARIVE Guides

Platform workflows at a glance

LendingPad

Use the LendingPad Application Guide for loan origination steps

Input borrower data accurately at every stage

Track file status and conditions within the platform

Contact support for system access issues promptly

ARIVE

Follow the ARIVE Application Guide for submission workflows

Verify pricing and product eligibility before locking

Upload all required docs through the portal

Use ARIVE for direct lender submissions where applicable

Info: Both guides are available in the Team Links section. Bookmark them for quick reference during live files.

Lender Contacts and AE Info

Know who to call and when

Team contact info is centralized in the Contact Info tab for fast lookup

Each lender's Account Executive (AE) is listed with direct contact details

Reach out to the AE first for pricing, guidelines, and escalations

Document all lender communications for file compliance

Update contact info in the team sheet if any AE changes are communicated

Tip: Build a relationship with your AEs. They are your best resource for exception requests and guideline clarifications.

Training Recordings and Team Links

Keep learning between live sessions

All Zoom session recordings are stored and organized by date and topic

Review recordings for any sessions you missed or need to revisit

Team Links provides a single directory for all tools, forms, and resources

Bookmark the Team Links page as your first stop each morning

New recordings are added regularly as training topics evolve

Info: If you cannot find a resource in Team Links, ask in the team chat before searching elsewhere. It likely already exists.

You Have Everything You Need

Use these resources daily and reach out to Machelle with questions

Zoom Schedule: Stay connected and on time

Forms and Reminders: Compliance starts here

Loan Guide and Cheat Sheet: Reference on every file

LendingPad and ARIVE Guides: Platform confidence

Lender Contacts: Relationships that move files

Recordings and Team Links: Always be learning

Your success is the team's success. Use these tools every single day.