Just onboarded to NEXA and want to share what tripped me up so new recruits can skip the pain. This is from someone who did 36 units last year and still lost three days fumbling the stack.
1. ARIVE is your home. Every loan lives there. Before you touch a 1003, spend 2 hours in ARIVE's training library — specifically the "loan submission" and "product and pricing" modules. The engine is not intuitive; the nav hides critical fields. Set up your default doc-request template the first day.
2. Know your compensation structure on day one. NEXA runs a borrower-paid and lender-paid comp election per loan, and the math is very different. Get your branch manager to walk you through a sample LE and a sample CD so you see both sides. Clients will ask.
3. Wholesale lender matrix. NEXA has access to 200+ lenders but you do not want to learn them by trial and error. Pick 5 go-to's: one A-paper (UWM or Rocket Pro), one non-QM DSCR (Visio, Kiavi, or Acra), one reverse (Liberty or FAR), one construction (Flagstar or Planet), one jumbo (Homepoint or Newrez). Memorize their 3 most common guideline deal-killers.
4. Compliance. You are a personal NMLS licensee under the NEXA company NMLS. Your advertising, your business cards, your social posts — all must carry your NMLS ID and the NEXA company ID, plus equal housing logo. NEXA compliance will pull your pages. Submit marketing for approval BEFORE you post.
5. CRM. ARIVE has a basic CRM; it is not enough. I run Shape + NEXA's LOS. Others use Jungo. Pick one and integrate it with your phone system week 1. Leads that sit for 48 hours die.
