9.2 Direct Loan Management Page

Purpose: Use this document as a reference for how to use the Direct Loan Management page in ctcLink.

Audience: FA Counselor/Advisor.

You must have at least one of these local college managed security roles:

  • ZD FA DL Mgmt
  • ZD FA Director
  • ZZ FA DL Mgmt
  • ZZ FA Direct Loan Processor

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Direct Loan Management Page

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

  1. The Direct Loan App search page displays.
  2. Enter Student ID.
  3. Enter the Academic Institution.
  4. Enter the Aid Year.
  5. Select the Search button.  
  6. The Manage Direct Loan Application page displays.
  7. From the Application Bio/Demo tab, view borrower/student/parent information.
Application Bio Demo tab
  1. Select the Application Misc Data tab to process and review information pertaining to student eligibility, promissory note printing, and loan credit information.
Application Misc Data tab
  1. Select the Application Financial tab to review and update financial data.
    1. Change the loan disbursement dates using the Override Loan Dates checkbox.   The dates are for this loan record only. When you select the check box, the date fields become available.
    2. Change loan period start and end dates using the Override Loan Period checkbox. This check box is accessible only after you select the Override Loan Dates check box. Select to change the start and end dates for the loan period.

When you select the Override Loan Period checkbox and change the loan period start and end dates, you prevent loan adjustments from updating the changes you made to the loan period start and end dates.

  1. View or update the loan certification date in Loan Application Data.
  2. Select the Save button to save your work.
Application Financial tab
  1. Select the Application Acknowledgment page to review loan process status, loan origination status, and acknowledgment information.
    1. Set and remove loans from hold status by selecting the Hold Loan or Remove Loan radio buttons.

Note – always select the Update Origination button when adding or removing holds.

  1. Select the Activate Change button when changes are made to the student not related to awards or dates such as Bio Demo, ATB, or SULA updates.
  2. The field values in the Anticipated tab are derived from the Origination record and Direct Loan Application component.
  3. If COD has sent an acknowledgment, the Acknowledged tab is populated with that data.
  4. Select the Save button to save your work.
Application Acknowledgement tab
  1. In the following detailed pages, if the COD response file is imported correctly, the ACKNOWLEDGED column will be populated with data COD acknowledged, in addition to the Originated values. Below is are the descriptions of the information available in the detail links:
    1. Misc Loan Detail: Additional direct lending originated and acknowledged information regarding the disclosure print option and origination fee percent for the loan.
    2. Borrower Detail: Originated and acknowledged detail information for the borrower.
    3. Name Detail: Originated and acknowledged name information for this loan.
    4. ATB: ATB information if applicable.
    5. Eligibility Detail: Originated and acknowledged direct lending eligibility detail information.
    6. Student Detail: Originated and acknowledged detail information for the student.
    7. Address Detail: Originated and acknowledged student address information.
    8. SULA: Originated and acknowledged SULA-related information.
 Links section of the Application Acknowledgement tab
  1. The process to review the Loan Management Page is now complete.
  2. End of procedure.


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