Print this pageOften, using the Audit Trail to view the history of a document or the Trio folder itself can help pinpoint troubleshooting issues. Use the task/topic links below to help remedy issues.
- Audit Trail
- Track details of all actions taken on the Trio folder itself
- Track details of all actions taken on each document within a Trio folder
- Viewing Documents
- No documents display - pop-ups are blocked!
- Docs display sideways!
- How to view an Error message
- Uploading Documents
- Incompatible file format: convert files for upload
- Faxing Documents
- Faxing multiple documents at once
- Coversheet issues
- Update or correct a faxed document
- Resubmitting a service
- The Trio 1003 doesn't match Loan App!
- Delivering the file for Underwriting
- "Action cannot be completed" error message
- No e-mail notification - update your e-mail address
- Notes:
- You may add documents to the Trio folder after a file has been delivered to underwriting. An e-mail notification is sent to the underwriter whenever you add docs.
- You may not delete documents in an In Folder status after you deliver to underwriting.
- You may only delete In Folder documents while the Trio folder status is Processing. In the case of a Returned Trio folder, the underwriter places the folder back in a Processing status so you may complete the loan file and delete unwanted documents.
- Submitting Conditions
- UW decision: Approval w/Conditions
- All Conditions Added