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!

Signing up to use eMagic is easy. Simply review this tutorial and follow the steps.

Tutorial Running Time File Size
New User Sign-up 2:53 min 1.84 KB
Access to eMagic-hosted Lender Sites

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.

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.

Tutorial Running Time File Size
TPO Set-up Process 4:50 min 3.13 KB

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Originators

eMagic Workflow

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.

Tutorial Running Time File Size
eMagic Workflow 9:14 min 1.85 KB
eMagic Administrator Roles

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.

Tutorial Running Time File Size
eMagic Administrator Roles 6:57 min 1.87 KB
Access to eMagic-hosted Lender Sites

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.

Tutorial Running Time File Size
Request Lender Site Access 2:06 min 1.89 KB

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TPO Set-up Process

Learn how to get a TPO number and password, and how to associate your TPO number with a lender.

Tutorial Running Time File Size
TPO Set-up Process 4:50 min 3.13 KB
Trio for Originators

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.

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

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Investors/Underwriters

Trio for Underwriters/Contract Underwriters

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.

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

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