Trio for Originators

Overview

Trio is your document-imaging system. You can convert your paper loan files into electronic format and compile them into an online loan folder, called the Trio Folder. Deliver the Trio Folder electronically to a lender for underwriting, reducing overnight costs. Store files online for up to 6 months. eMagic Suite users enjoy more benefits with Trio, such as controlling Trio documents more fully, and creating and applying Trio document stacking order templates.

Show me how to use basic Trio.

Show me how to use the additional Trio tools available in eMagic Suite.

What do you want to do with your Trio Folder?

1. Get a tour

2. Add Documents

• Upload
• Fax
• One-click

3. Manage Trio Documents

• View and/or print
• Download
• Delete
• Edit name or description
• Combine
• Separate
• Rotate
• Reorder
• Create/apply stacking order templates — Watch the tutorial
• Share

4. Manage Trio Folder

• Add conditions
• Add and read notes
• Deliver to Underwriting
• Manage returned folder
• View audit trail

5. Troubleshoot some errors

• Trio troubleshooting

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