Trio for Originators

Overview

With Trio, you can build your loan file electronically, deliver it to a participating Trio lender for underwriting, and select how long you want to keep your Trio folders online. Find out more with our step-by-step instructions.

Want to learn how to use Trio? View our tutorial.

New to Trio? View the Introduction to Trio tutorial.

  1. Inside the Trio Folder
  2. Add Documents
  3. Separate Documents
  4. Edit Document Info
  5. Delete Documents
  6. Delete Trio Folder
  7. View/Print
  8. Download
  9. Notes
  10. Deliver to Underwriting
  11. Returned Trio Folder
  12. Submitting Conditions
  13. Document Type Glossary
  14. Troubleshooting

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