Reviewing Loan Origination Information


Concept


Steps:

  1. Begin by navigating to the Loan Origination 1 page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Loans link.

    Step 2
  3. Click the Maintain Originated Loans link.

    Step 3
  4. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FAD0021"
    .

    Step 4
  5. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2006"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Loan Origination 1 page to review and update student and borrower information, CommonLine version, and loan destination processing options.

    Step 7
  8. Click the Loan Status Summary link.

    Step 8
  9. Use the Loan Status Summary Information page to view information about a student's loan eligibility by viewing the current loan level and disbursement level statuses.

     

    You can also use this page at various stages of the loan origination process, including after origination, after validation, after disbursements, and after information from the loan servicer has been processed. You can access it from any page in the Maintain Originated Loans component.

    Step 9
  10. Click the Return link.

    Step 10
  11. Click the Loan Origination 2 tab.

    Step 11
  12. Use the Loan Origination 2 page to review and adjust loan start, end, certification, and scheduled disbursement dates.

    Step 12
  13. Click the Loan Origination 3 tab.

    Step 13
  14. Use the Loan Origination 3 page to review and update loan processing options.

    Step 14
  15. Click the Loan Validation tab.

    Step 15
  16. Use the Loan Validation page to review errors found after the loan validation process.

    Step 16
  17. Click the Show following tabs button.

    Step 17
  18. Click the Loan Orig Status tab.

    Step 18
  19. Use the Loan Orig Status page to hold and release loans in hold status and synchronize the data between your institution and loan destinations.

    Step 19

You have successfully reviewed loan origination information using the Maintain Originated Loans component.

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