If a Trio folder is incomplete or was delivered to you in error, you may return the folder to the originator for additional processing. An e-mail notification, including comments/instructions from you, alerts the originator that the Trio folder was not accepted for underwriting.

• Trio folders must be returned before the file is copied and prior to selecting an underwriting decision.
• Underwriters do not have access to returned Trio folders.
• If delivered to contract underwriting, returning the Trio folder also revokes contract UW access.

Return Trio Folder instructions

1. Click Return Folder from the Trio Actions menu.
   

2. Enter instructions for the originator in the comments section. Comments are included in the e-mail notification to the originator and displayed in the Audit Trail.
   

3. Click Finish/Send E-mail.

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