Trio for Originators

Overview

With Trio, you can build your loan file electronically, deliver it to a participating Trio lender for underwriting, and select the file storage archive option that's right for you! Find out more with our step-by-step instructions or self-guided tutorials.

Two Trio Quick Start Guides are available to help you move through the basic Trio workflow whether you start by creating a Trio folder on eMagic.com or at the lender site.

Self-Guided Tutorial

Each chapter walks through a Trio feature, from creating a loan to delivering a file to underwriting.

Tutorial	Running Time
eMagic Trio Create Loan Create Trio Folder Add Documents Deliver to UW Add Conditions	9:59 min

Step-by-Step Instructions

1. Create a Trio Folder
• At the lender site.
• On eMagic.com (see Trio volume and retention for details).
2. Inside the Trio Folder
3. Add Documents
• Upload to Folder
• Fax to Folder
4. Separate Documents
5. Edit Document Info
6. Delete Documents
7. Delete Trio Folder
8. View/Print
9. Download
10. Notes
11. Deliver to Underwriting
12. Returned Trio Folder
13. Submitting Conditions
14. Document Type Glossary
15. Troubleshooting

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