Tutorials 
Our tutorials literally show you how to use certain eMagic features. They are organized by your role within eMagic -- as a new user, an originator, or an investor/underwriter -- and provide an overview of the task. We recommend viewing the tutorial first, then referencing the step-by-step instructions as you work in eMagic.com or your eMagic-hosted lender site.
Note: these are Flash files with audio and video components. We recommend viewing in IE 5.0 or higher.
New Users
| Sign up for eMagic! | ||
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Signing up to use eMagic is easy. Simply review this tutorial and follow the steps. |
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| Tutorial | Running Time | File Size |
| New User Sign-up | 2:53 min | 1.84 KB |
| Access to eMagic-hosted Lender Sites | ||
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Existing eMagic users who are their company's eMagic Administrators can request access to eMagic-hosted lender sites, where they can send their loans to. Learn how to sign up to access these sites. |
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| Tutorial | Running Time | File Size |
| Request Lender Site Access | 2:06 min | 1.89 KB |
| TPO Set-up Process | ||
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Learn how to get a TPO number and password, and how to associate your TPO number with a lender. |
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| Tutorial | Running Time | File Size |
| TPO Set-up Process | 4:50 min | 3.13 KB |
Originators
| eMagic Workflow | ||
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Start in eMagic.com to have all of your lender sites, eMagic-exclusive features, and time-saving pipeline tools at your fingertips. The tutorial below takes you on a virtual tour of the eMagic.com Workflow, including how to upload a loan, order AU, and resubmit a loan. |
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| Tutorial | Running Time | File Size |
| eMagic Workflow | 9:14 min | 1.85 KB |
| eMagic Administrator Roles | ||
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As your company's eMagic Administrator, you enjoy specific roles that other eMagic users do not possess. This indexed session lists five special roles that you have the authority to do. |
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| Tutorial | Running Time | File Size |
| eMagic Administrator Roles | 6:57 min | 1.87 KB |
| Access to eMagic-hosted Lender Sites | ||
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Existing eMagic users who are their company's eMagic Administrators can request access to eMagic-hosted lender sites, where they can send their loans to. Learn how to sign up to access these sites. |
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| Tutorial | Running Time | File Size |
| Request Lender Site Access | 2:06 min | 1.89 KB |
| TPO Set-up Process | ||
|---|---|---|
Learn how to get a TPO number and password, and how to associate your TPO number with a lender. |
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| Tutorial | Running Time | File Size |
| TPO Set-up Process | 4:50 min | 3.13 KB |
| Trio for Originators | ||
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Each tutorial walks through a Trio feature, from uploading a loan to your lender's eMagic-hosted site to delivering a file to underwriting. These tutorials are meant to provide a virtual tour of Trio -- use the step-by-step instructions for more details. You may also review the Quick Start Guide for using Trio on eMagic.com or the Quick Start Guide for using Trio on your lender's site. |
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| Tutorial | Running Time | File Size |
| Upload Loan | 1:51 min | 1.90 KB |
| Create a Trio Folder | 2:03 min | 1.94 KB |
| Locate a Trio Folder | 2:25 min | 1.96 KB |
| Inside the Trio Folder | 2:19 min | 1.96 KB |
| Add Documents by Upload | 1:44 min | 1.97 KB |
| Add Documents by Fax | 3:22 min | 1.95 KB |
| Deliver to Underwriting | 3:01 min | 1.97 KB |
| Add Conditions | 1:40 min | 1.95 KB |
Investors/Underwriters
| Trio for Underwriters/Contract Underwriters | |
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Each tutorial walks through a Trio feature, from accessing a Trio Folder to communicating the underwriting decision to the originator. These tutorials are meant to provide a virtual tour of Trio – use the step-by-step instructions for more details. |
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| Tutorial | Running Time |
| Access the Trio Folder | 2:27 min |
| Inside the Trio Folder | 2:57 min |
| Add Documents by Upload | 1:52 min |
| Add Documents by Fax | 2:48 min |
| Communicate the UW Decision | 2:40 min |