Upload or Key in Loan
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Upload Loan | Key in Loan | Actions Menu

Upload Loan

  1. Go to www.emagic.com and log in. If you are new to eMagic and do not have a login ID and password, click here to sign up.
    View our tutorial to see how to sign up for eMagic.

  2. Main Menu > Upload Loan tab.

  3. Click Browse to find a loan on your computer and press Go.

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Key in a Loan

  1. Go to www.emagic.com and log in. If you are new to eMagic and do not have a login ID and password, click here to sign up.
    View our tutorial to see how to sign up for eMagic.

  2. Main Menu > Create Lead/Loan > Create a Loan.

  3. Enter property, loan and borrower information, including the Social Security Number.

  4. Click Go for the desired option. The information automatically populates the Loan App.

Actions Menu

Search and sort for loans in Loan Manager. Click Actions to open the Actions menu, where you can select what to do with the loan.

  1. Go to Loan Folder: opens the loan folder for the chosen loan to view services ordered and view the Trio folder if applicable.

  2. Search for All Related Loans: searches for all loans in the loan family sent to other sites.

  3. Refresh Loan from Lender Site: updates information on the loan to reflect the most recent changes.

  4. Add to Contacts: adds the borrower to your eMagic contacts database.

  5. Reassign Loan Officer: reassigns chosen loan to another originator.

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