LoanLink user manual

Nellie Mae's LoanLink user manual

 

Entrance Counseling Reports

Nellie Mae provides financial aid officers with access to Entrance Counseling Reports of students currently attending their school.

Steps to create your campus's Entrance Counseling Report:

  1. After logging in, click on the Entrance Counseling link.
  2. Enter Campus Code if you have access to data for multiple campuses.
  3. Select View Report or Download. (Instructions for downloading are located at the bottom of the report selections page.)
  4. Select New or Archives and click submit.
    • By selecting New, all records that have not been processed will appear on the monitor.
    • If you are looking to view past records, select Archives and enter in the date range to retrieve processed entrance counseling records. You can also search for an individual's record by entering in the student's Social Security number or confirmation number.
    • Entrance Counseling records are stored in Nellie Mae's database as new until financial aid officers log into Nellie Mae's web site and mark the records as processed.
  5. After viewing new counseling records, check the Mark all students as Viewed and Processed link on the report page to prevent repeat emails.

 

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