Begin by navigating to the Application Bio/Demo page.
Click the Financial Aid link.Step 1
Click the Loans link.Step 2
Click the Direct Lending Management link.Step 3
Click the Manage Direct Loan Application link.Step 4
Enter the desired information into the ID field. Enter
Click in the Aid Year field.Step 6
Enter the desired information into the Aid Year field. Enter
Click in the Loan Type Cd field.Step 8
Enter the desired information into the Loan Type Cd field. Enter
Click the Search button.Step 10
Use the Application Bio/Demo page 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.Step 11
The fields in the Borrower Information group box contain information regarding the borrower of the loan.
For PLUS loans, the borrower is a parent or guardian of the student and is defined within the Relationships pages in Campus Community.
For Stafford or Grad PLUS loans, the borrower is also the student.Step 12
Click the Application Misc Data tab.Step 13
Use the Application Misc Data page to process and review information pertaining to student eligibility, promissory note printing, and loan credit.Step 14
Click the Application Financial tab.Step 15
Use the Application Financial page to review financial data and adjust the loan start, end, and certification dates.Step 16
Use the Override Loan Dates check box to change any of these dates.Step 17
Click the Show following tabs button.Step 18
Click the Application Acknowledgement tab.Step 19
Use the Application Acknowledgement page to review loan process status, loan origination outbound, and acknowledgement information.Step 20
Use this page to set and remove loans from Hold status.Step 21
Use these links to view Miscellaneous Loan Detail, Borrower Detail, Name Detail, Eligibility Detail, Student Detail, and Address Detail information.Step 22
The field values in the Anticipated tab are derived from the Origination record and Direct Loan Application component.
If the COD has sent an acknowledgment, the ACKNOWLEDGED and ORIGINATED sections are completed.
If your institution has not received an acknowledgement or the Origination is rejected, only the ORIGINATED section is complete.Step 23
Click the Misc Loan Detail link.Step 24
Use the Miscellaneous Loan Detail page to view additional direct lending origination and acknowledgement information regarding the disclosure print option for the loan.Step 25
Click the Return link.Step 26
Click the Borrower Detail link.Step 27
Use the Borrower Detail page to view origination and acknowledged detail information for the borrower.Step 28
Click the Return link.Step 29
Click the Name Detail link.Step 30
Use the Name Detail page to view the origination and acknowledged name information for this loan.Step 31
Click the Return link.Step 32
Click the Eligibility Detail link.Step 33
Use the Loan Eligibility Detail page to view origination and acknowledged direct lending eligibility detail information.Step 34
Click the Return link.Step 35
Click the Student Detail link.Step 36
Use the Student Detail page to view origination and acknowledged detail information for the student.Step 37
Click the Return link.Step 38
Click the Address Detail link.Step 39
Use the Address Detail page to view origination and acknowledged address information for the borrower.Step 40
Click the Return link.Step 41
You have successfully processed and reviewed:
• Borrower bio/demo data.
• Miscellaneous borrower data.
• Financial data.
• Loan application acknowledgement data.
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