Administrator Login | Lender Site Access | Add New User | Delete User | Edit Access Levels | Unlock Account

As your company's eMagic account administrator, you have the power to request access to eMagic-hosted lender sites, add new users, delete users, authorize/revoke site access, set access levels, and unlock user and administrator accounts. Use the links above to navigate to each topic. Watch our tutorial about the eMagic Administrator roles.

Administrator Login

1. To access the options available for eMagic Account Administrators, go to Main Menu -> Tools tab -> Manage Account.
   

Lender Site Access

View our tutorial to see how to request access to eMagic-hosted lender sites.

1. Go to Main Menu -> Tools tab -> Manage Account -> Investor/Vendor Services.

2. Sign up for a lender site by searching for the name of the desired lender and clicking on the corresponding link.

3. Check to see the status of your request. The statuses are Awaiting Lender Approval, In Lender Review, Approved and Denied.

-OR-

1. To view for which sites your company is authorized, click My Profile in the upper right corner of the Main Menu.

2. Click the Authorizations tab to view the list of sites.

top

Add a New User

1. Main Menu -> Tools tab -> Manage Account -> Add User Profile.

2. On the Add User Profile screen, enter the new user's e-mail address. Click Assign Access.
   

3. If the e-mail address you entered already exists, you are led to the User Administration screen to edit the existing user's profile.

4. If the email address is unique, you'll be able to enter new user information. Complete the user profile fields (A), select the institution you're granting the user access to (B), and select the appropriate attribute and function checkboxes (C). Click Save (D).
   

5. The user will receive two e-mails from customer.care@emagic.com. For security reasons, the Login ID and Password are e-mailed separately.

top

Delete a User

1. Main Menu -> Tools tab -> Manage Account -> User Administration.

2. From the User Administration screen, select the radio button for the name you wish to delete and click Delete.
   

3. On the Delete User Profile screen, select the checkbox for the site(s) from which the user should be deleted.
   

4. Reassign loans in the pipeline and assign an alternative Loan Officer. If you select "Do Not Assign," those loans may still be viewed from Loan Manager.

5. Click Continue to return to the User Administration screen.
   

top

Edit Access Levels

1. Main Menu -> Tools tab -> Manage Account -> User Administration.

2. From the User Administration screen, select the radio button for the user whose access level you wish to edit and click View/Edit.
   

3. Edit/change the access level(s) as appropriate. Select the checkbox to authorize a user for a site.

   

4. Click to grant/remove specific access levels (only two Billing Contacts may be designated per company).

5. Click Save.

top

Unlock an Account

1. A message like this will alert the user that their account has been locked. As an administrator, your contact information will be displayed.
   

2. Main Menu -> Tools tab -> Manage Account -> User Administration.

3. Select the radio button for the locked account. Click Unlock Account. Unlock available only when a locked account is selected. Optional: You may do a search for locked accounts.
   

4. The user will receive two e-mails from customer.care@emagic.com. The first e-mail displays their Login ID and a notification that the account has been unlocked. The second e-mail contains a new, temporary password which they will be prompted to change when they log in.
   Note: User will also be prompted to verify their security question upon login.

top