Contacts | Message Templates | Select Docs to Share
Select Docs for Signatures | Request Docs | Request eConsent | Summary

Contacts

In order to communicate with users (borrower, appraiser, processor, underwriter, etc.), they must first be Message Center contacts. Message Center contacts will automatically be added to your Contact Manager in eMagic.

1. Add/Invite contacts. There are two ways to invite a contact to become a Message Center user:

   • Click "Contacts" in upper right menu and click "Add New Contact."
     
     Enter the new contact's information and click "Save." An email notification is sent to the new contact from Secure_Messaging@emagic.com inviting them to log in.
     

   • While in the "Compose New Message" screen, click on "Add New Contact."
     
     Enter the new contact's information, click "Save" and continue creating and sending the message. A single email notification is sent to the new contact from Secure_Messaging@emagic.com inviting them to log in and view the new message.
     

2. Select contacts. You may select an existing contact to send the new message to. When selecting multiple contacts, hold down the [Cntl] key and click on the contact names. The names appear in the "To" section of the new message.
   

3. Delete contacts. Click "Contacts" in the upper right, select a contact in the drop-down menu, and click "Revoke Access" under the Contact Actions menu. This will remove the contact's access and all messages associated with the contact.
   

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Message Templates

You have the option of creating message templates for messages you use frequently.

1. Click on "Message Templates."
   

2. To create a new message template, click "Create New Template" and enter the template name, subject and body of the message. Click "Save" to save the template for future use, or click "Save and Apply" to save the template for future use and apply it to the message you're currently working on.
   

3. If you are only sending a message and not sharing or requesting documents, click "Post Message" to send the recipient an email notification that there's a message waiting for them. Otherwise, if you need to request or share documents, please continue reading the next sections.

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Select Docs to Share

When you compose a message, Message Center pulls the Trio documents from the loan's Trio Folder in the order indicated by the chosen stacking order template. In the first column, select which document(s) you wish to share.

If you are only sharing documents, click "Post Message" to send the recipient an email notification that there's a message and documents waiting for them. If you need signatures on documents, or need additional documents, please continue reading the next section.

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Select Docs for Signatures

When you compose a message, Message Center pulls the Trio documents from the loan's Trio folder in the order indicated by the chosen stacking order template. In the second column, select which document(s) that need signatures. Checking this box will automatically check the Share column check box, since you're already sharing the documents that need signatures.

Message Center combines the documents that need signatures into a single document type called the Signature Package. When the borrower returns the signed documents via Message Center, you can separate the Signature Package into individually signed Trio documents by clicking on the wrench icon.

If you are only sharing documents or requesting signatures, click "Post Message" to send the recipient an email notification that there's a message and documents waiting for them.

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Request Docs

1. Click "Request New Documents" on the bottom of the Compose Message screen to open the section where you can request documents from the borrower, etc.

2. Select the Document Type in the drop-down menu(s). The Document Description field is optional, but can be used to clarify exactly what you need.

3. Click "Post Message" to send the recipient an email notification that there's a message, documents and a request waiting for them.
   

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Request eConsent

1. To request the borrower's consent to receive documents from you electronically via the Message Center, click "Need to Request eConsent on this loan?" from the Compose New screen.
   

2. Select the applicable borrower(s).

3. Verify or re-enter the email address(es) corresponding to the selected borrower(s).

4. If you would like to receive notifications of the request sent, or have notifications sent to any other parties on the loan, check the appropriate boxes and verify/enter corresponding email addresses. Your email address will automatically populate based on what you have entered in the Preferences section of your User Profile. To learn how to update your email address, click here.

5. Enter your subject and message. The borrower will receive an email containing your message and a prompt to either Accept or Decline receiving documents for this loan electronically.

6. Click Post Message to send the request to the borrower.
   

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Summary

Once you post a message, you land on a page that summarizes the Message Center communication associated with the loan. Here you can:

1. Search for messages

2. Review the highlighted message

3. Resend the message notification email to the recipient

4. Reply to the message

5. View documents

6. Fax documents

7. Upload documents

8. Compose a new message to share or request additional documents
   

9. View eConsent Status
   

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