9.2 View Direct Loan Application Component

Purpose: Use this document as a reference to view components of a DL application using ctcLink.

Audience:  Financial Aid staff.

This QRG reviews the process to view data on the loan origination record.

View DL Application Component

Navigation:  NavBar > Navigator > Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application

  1. The Direct Loan App search page displays.
  2. In the Search by field, select the direct loan record by ID, National ID, or Last Name from the drop-down menu.
  3. Select the Search button.
Direct Loan App search page

Application Bio/Demo

  1. The Manage Direct Loan Application page displays.
  2. The Application Bio/Demo tab will be the default view.  The Application Bio/Demo page is used to review and correct borrower information, student information, and parent information for PLUS loans.  This information comes from Campus Community as well from ISIR load information that the system populates on the Institutional Application pages.
  3. The fields in the Borrower Information group box contain information regarding the borrower of the loan.    
  4. For PLUS loans, the borrower is a parent or guardian of the student and is defined within the Relationships pages in Campus Community.
  5. For Stafford or Grad PLUS loans, the borrower is also the student.
Manage Direct Loan Application page

Application Misc Data

  1. Select the Application Misc Data tab.
  2. The Application Misc Data page displays. It is used to process and review information pertaining to:
    • Student eligibility
    • Promissory note printing
    • Loan credit
Application Misc Data tab

Application Financial

  1. Select the Application Financial tab.  
  2. The Application Financial page displays.
  3. Use the Application Financial page to review financial data and adjust the loan start, end, and certification dates.
Application Financial tab

Application Acknowledgement

  1. Select the Application Acknowledgement tab.  
  2. The Application Acknowledgment page displays.
  3. Use the Application Acknowledgment page to review loan process status, loan origination outbound, and acknowledgment information.
  4. Use this page to set and remove loans from Hold status.
  5. Use the links in the Origination Detail section to view:
    • Miscellaneous Loan Detail
    • Borrower Detail
    • Name Detail
    • Eligibility Detail
    • Student Detail
    • Address Detail information
    • SULA (if applicable)
  6. The field values in the Anticipated sub-tab are derived from the Origination record and Direct Loan Application component.
  7. If the COD has sent an acknowledgment, the ACKNOWLEDGED and ORIGINATED sections are completed.
  8. If your institution has not received an acknowledgement or the Origination is rejected, only the ORIGINATED section is complete.
  9. Select the Misc Loan Detail link.
Application Acknowledgement tab
  1. The Miscellaneous Loan Details page displays.
  2. Use the Miscellaneous Loan Details page to view additional direct lending origination and acknowledgment information regarding the disclosure print option for the loan.
  3. Select the Return link.  
Miscellaneous Loan Details page
  1. The Application Acknowledgment page displays.
  2. Select the Borrower Detail link.
  3. The Borrower Detail page displays.  
  4. Use the Borrower Detail page to view origination and acknowledged detail information for the borrower.
  5. Select the Return link.  
Borrower Detail page
  1. The Application Acknowledgment page displays.
  2. Select the Name Detail link.
  3. The Name Detail Information page displays.
  4. Use the Name Detail page to view the origination and acknowledged name information for this loan.
  5. Select the Return link.  
Name Detail Information page
  1. The Application Acknowledgment page displays.
  2. Select the Eligibility Detail link.  
  3. The Loan Eligibility Detail page displays.
  4. Use the Loan Eligibility Detail page to view origination and acknowledged direct lending eligibility detail information.
  5. Select the Return link.  
Loan Eligibility page
  1. The Application Acknowledgment page displays.
  2. Select the Student Detail link.  
  3. The Student Detail page displays.
  4. Use the Student Detail page to view origination and acknowledged detail information for the student.
  5. Select the Return link.  
Student Details page
  1. The Application Acknowledgment page displays.
  2. Select the Address Detail link.  
  3. The Address Detail page displays.
  4. Use the Address Detail page to view origination and acknowledged address information for the borrower.
  5. Select the Return link.  
Address Detail page
  1. The Application Acknowledgment page displays.
  2. Select the SULA link, if applicable.  
SULA link
  1. The SULA Loan Detail page displays.
  2. Use the SULA page to view special program data, program weeks and length, and other general SULA data.
  3. Select the Return link.  
SULA Loan Detail
  1. The Application Acknowledgment page displays.
  2. The process to view the Direct Loan application components is now complete.
  3. End of procedure.