Create on eMagic | Create at Lender Site

Create the Trio folder either at eMagic.com or the lender site. If you create your Trio folders on eMagic, you can specify how long you wish to archive the file, and which documents the underwriters have access to. If you create your Trio folders directly on the lender's site, you have access to the Trio folder for 12 months, and underwriters have access to all documents submitted.

Create on eMagic

There are 3 ways to create a Trio folder on www.emagic.com

Method A: Upload Loan

1. Main Menu > Upload Loan tab.

2. On the Upload Loan tab, browse for your loan.

3. Select Create Trio Folder and press Go.

Method B: Create Loan

1. Main Menu > Create a Lead/Loan tab > Create a Loan

2. Enter the necessary information and select "Create Trio Folder" from the drop-down menu.

3. Click Go
   .

Method C: Loan Folder

1. On the Loan Folder page, click "Create Trio Folder" from the actions menu.
   

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Create at Lender Site

1. Access the lender site and login.

2. Create a Trio folder on your eMagic-hosted lender site using one of the methods shown below.
   Method A: During loan creation (for "manually underwritten files," second mortgages, etc.)
   Method B: Within the Loan Folder (after a service order such as DU or LP)

Method A:

During the file upload, select Create Trio Folder from the menu.

Method B:

After ordering services for the loan (eg. DU/LP/MI), click Create Trio Folder from the Loan Folder.

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