View the Manage Direct Loan Application Page

Purpose: Use this document as a reference to view components of a Stafford Direct Loan record using ctcLink.

Audience:  Financial Aid loan processing staff.

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

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.

View Manage Direct Loan Application page - Application Bio/Demo Tab

Navigation:  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.
  4. The Manage Direct Loan Application page displays.
  5. 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.
  6. The fields in the Borrower Information group box contain information regarding the borrower of the loan.    
  7. For PLUS loans, the borrower is a parent or guardian of the student and is defined within the Relationships pages in Campus Community.
  8. Note the Loan Refund Indicator drop down box.  If this loan is a PLUS loan, you will define the Loan Refund Indicator here.
  9. For Stafford Direct Loans the Borrower ID is also the student.  For PLUS Loans, the borrower ID should be the parent borrower ID.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Manage Direct Loan Application page - Application Bio/Demo Tab. This link will open in a new tab/window.

Manage Direct Loan Application page - Application Misc Data Tab

  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 information
    • PLUS Loan credit information

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Manage Direct Loan Application page - Application Misc Data Tab. This link will open in a new tab/window.

Manage Direct Loan Application page - Application Financial Tab

  1. Select the Application Financial tab.  
  2. The Application Financial page displays.
  3. Use the Application Financial page to review Loan Application Data to include the Acad Year Start and End Dates, the Loan Period Start and End Dates, the Loan Certification Date and the Direct Loan Attendance Cost.

Tip!  The Direct Loan Attendance Cost should always be larger than the amount of the loan.  Ideally, this amount should match the student's COA for the Aid Year.

  1. Also in the Origination Detail, note the Disbursement Detail to include the DIsbt IDs, the Anticipated Disbursement Dates, the Ln Disb Amt, the Loan Dee Amounts, and the Net Disbt Amts.
  2. Next, note the SULA tab.  You may review the SULA Disbursement Fields for enrollment level, CIP information, Program Length, and Credential Level.  Select the blue OK button to return to the Application Financial Tab, then select the Disbursement tab to view the Loan Disbursement Information.

View Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Manage Direct Loan Application page - Application Financial Tab. This link will open in a new tab/window.

Manage Direct Loan Application Page - Application Acknowledgment Tab

  1. Select the Application Acknowledgment 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
  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 acknowledgment or the Origination is rejected, only the ORIGINATED section is complete.
  9. Select the Misc Loan Detail link.
  10. The Miscellaneous Loan Details pagelet displays.
  11. Use the Miscellaneous Loan Details page to view additional direct lending origination and acknowledgment information regarding the disclosure print option for the loan.
  12. Select the Return link.  
  13. The Application Acknowledgment page displays.
  14. Select the Borrower Detail link.
  15. The Borrower Detail pagelet displays.  
  16. Use the Borrower Detail page to view origination and acknowledged detail information for the borrower.
  17. Select the Return link.  
  18. The Application Acknowledgment page displays.
  19. Select the Name Detail link.
  20. The Name Detail Information pagelet displays.
  21. Use the Name Detail page to view the origination and acknowledged name information for this loan.
  22. Select the Return link.  
  23. The Application Acknowledgment page displays.
  24. Select the Eligibility Detail link.  
  25. The Loan Eligibility Detail pagelet displays.
  26. Use the Loan Eligibility Detail page to view origination and acknowledged direct lending eligibility detail information.
  27. Select the Return link.  
  28. The Application Acknowledgment page displays.
  29. Select the Student Detail link.  
  30. The Student Detail pagelet displays.
  31. Use the Student Detail page to view origination and acknowledged detail information for the student.
  32. Select the Return link.  
  33. The Application Acknowledgment page displays.
  34. Select the Address Detail link.  
  35. The Address Detail page displays.
  36. Use the Address Detail page to view origination and acknowledged address information for the borrower.
  37. Select the Return link.  
  38. The Application Acknowledgment page displays.
  39. The process to view the Direct Loan application components is now complete.
  40. End of procedure.
Application acknowledgment page with the Activate Change, Update Origination, Remove Hold and Hold Loans button displaying. The Anticipated tab displays Ln Dsb Amt and other items. Links on the page to Misc Loan Detail, Borrower Detail, Name Detail, ATB Detail, Eligibility Detail, Student Detail, Address Detail displays.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Manage Direct Loan Application page - Application Acknowledgment Tab. This link will open in a new tab/window.