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
- Resubmit/Order new service
- Start in the Loan Folder on a copied loan
- Place Hold on services to prevent originator resubmissions
- Details on ordering specific services can be found in the Order Services section
- Multiple Documents/1003s
- Originator versions of documents/1003 and underwriter versions – how to tell the difference
- Click Add Updated 1003 to add or update the underwriter version of the 1003 in the Trio folder
- Tips for identifying document versions
- Notes:
- Originators may add documents, but may not edit or delete documents (in an In Folder status) after a Trio folder is delivered to underwriting. An e-mail notification is sent each time a document is added by the originator.
- Underwriters may delete or edit document info for ANY document in the Trio folder – including originator documents. Deleted documents cannot be recovered!