9.2 View Loan Processing Actions

Purpose: Use this document as a reference on how to view loan processing actions in ctcLink.

Audience: Financial Aid Staff.

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.

Navigation:  Nav Bar > Navigator > Financial Aid > Loans > Direct Lending Management > View Loan Processing Actions 

  1. The DL Actions Inquiry Search Criteria page displays.
  2. Enter a valid ID.
  3. Enter your institution into the Academic Institution field, i.e., WA140.
  4. Enter the Aid Year - use the Aid Year in which you are processing.
  5. Select the Search button.
dl actions query search
  1. The Direct Loan Orig Actions tab defaults.
  2. Select the Loan Status Summary hyperlink.
loan status summary
  1. The Loan Status Summary Information page displays.
  2. In the Origination Detail group box, verify that the Loan Action Code is "Loan Originated" and the Action Status is "Pending".
action status pending
  1. In the Disbursement Information group box, ensure the Action Status is "Pending".
action status pending
  1. End of procedure.


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