1. Trio Folder Elements
   

   • Trio Actions menu: these actions apply to the entire Trio Folder.
     

     • Add Documents allows you to add a new document to the Trio folder, either by fax or file upload.

     • Add Updated 1003 updates/creates a new UW 1003 document based on current data in Loan App (in addition to the 1003 document submitted by the originator). Click Add Updated 1003 at any time to update the UW version of the 1003.

     • Add 1008 adds the 1008 Transmittal document to the Trio folder. If the 1008 already exists in the Trio folder, this action will update the 1008 version with any changes made in the Loan App or 1008 data entry screen.

     • Notes allows you to log additional information pertaining to the Trio folder.

     • Deliver to Facilitator electronically delivers the loan file to contract underwriting if applicable. An e-mail is sent notifiying the facilitator that the Trio folder is ready for review.

     • Reroute Folder allows you to forward the Trio folder to another UW location.

     • Complete & Notify communicates the underwriting decision to the originator via e-mail.

     • Audit Trail displays all Trio folder and Document actions performed on the loan.

   • Document Actions drop-down: actions in the drop-down menu apply to a single document within the folder.
     

     • Print opens the .pdf for that document; you may print once the document is opened.

     • Download allows you to save the .pdf document to a specified location on your computer.

     • Share allows you to select documents that you have not already shared or sent to Underwriting.

     • Delete allows you to delete that document from the Trio folder.

     • Download DU File allows you to save the DU file document to your computer.

   • Document Type describes the document (see the glossary for definitions). Click the link to view/print that document. Document links will display in bold text until they are viewed.

   • Document Description allows you to further describe the document when you add a document or edit document information.

   • Document Status indicates the status of each document in the Trio folder. Status options are: Pending, In Folder, or Error. This lets you know when your faxed, uploaded or auto-added documents are in the Trio folder. Click Refresh Trio to update the document status.

   • Delivered To displays the investor/lender location (and contract underwriter/facilitator if applicable) where the Trio folder was electronically delivered for underwriting.

   • Status indicates your Trio folder status. Options are: UW Review, Approval w/Conditions, Approval - Final, Incomplete, Declination, Suspension, or All Conditions Added.

   • Services ordered appear above the Trio folder.
     
     

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