Create | Manage | Apply

Trio stacking order templates are available for eDocs and MortgageApp users. Those who want to create and edit stacking order templates must have this box checked under their profile in the User Administration screen. (Please contact your company's eMagic Administrator to get access.)

Create

1. Main Menu > Tools tab > Manage Account > Trio Stacking Order Template
   

2. Click Create New
   

3. Enter the name of the new template.

4. The list on the left shows the available Trio documents in the standard eMagic stacking order. The list on the right is where you build your own list of Trio documents. Drag and drop the documents from left to right in the order you wish your new template to display. Rearrange the documents as necessary by dragging and dropping them into the right place.
   

5. If you eventually have more than one Document Type with the same name in the Trio Folder, you can designate how to sort those documents. You may sort them by date or description.

6. Click Save.
   

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Manage

1. Main Menu > Tools tab > Manage Account > Manage Available Storefront Templates
   

2. The lender templates you're authorized to use are listed. Click on the template name to view the stacking order list. Check the templates that you wish to use and apply to your Trio folders. Click Save after making any changes.
   

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Apply

You can apply stacking order templates to your loans.

1. To apply your own stacking order to the Trio Folder you're working with, select one from the "My Templates" section in the template drop-down menu above the Trio Folder. Then click Apply Template.
   

2. There are two points in the process where you can apply your lender's stacking order.

   • Apply it at anytime right within the Trio Folder.
     

   • Apply it when you deliver the Trio folder to UW.
     

3. After delivering a Trio Folder to a lender, you're able to toggle between your and the lender's stacking order.
   

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