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Purpose: Use these loan videos as a visual reference on steps in the direct loan origination process.
Audience: Financial Aid Staff
Select the links below to view the videos:
Loan Processing 1 of 4 (00:05:08)
Loan Processing 2 of 4 (00:10:42)
Loan Processing 3 of 4 (00:03:43)
Loan Processing 4 of 4 (00:03:24)
Colors and button shapes may appear differently in QRGs compared to the live PeopleSoft environment, but functionality has not been affected by the PeopleTools 8.59 upgrade. Please refer to the Fundamentals section of the Reference Center for images of several current system pages.
QRGs are intended to provide a quick walk-through for college staff performing a business process in ctcLink and do not necessarily provide a comprehensive explanation of all possible scenarios. Updates to Reference Center materials are made continuously, so please check back frequently for the most current information.
Tuyet Tran
Hello,
I run loan process but it didn't pick up any file to process. Do you know why? Do I miss any step? I repackage to assign the loans for student, then I originate the loans following exactly the step you show in here.
Thanks,
Tuyet
Kelly Forsberg
Hi Tuyet, Thanks for reaching out! It is typical you may not have results when running the summer exclude or include process, depending on the types of loans you are awarding. Please always run the steps as outlined in the loan processing business processing guide for the best outcome. Thank you! -Kelly Forsberg, ctcLink Functional Trainer (Financial Aid)