LoanLink user manual

Nellie Mae's LoanLink user manual

 

Daily Disbursed Roster

Financial aid officers can create a roster of all EXCEL program loans disbursed prior to the report creation date to view, print, or download.

Steps to Create a Roster

  1. After logging in, click the EXCEL Central link.
  2. In the field labeled What do you want to see?, select Daily disbursed roster. The page will refresh automatically to the Daily disbursed roster search page.
  3. If you have access to data for more than one campus, enter the campus code for which you want the daily disbursed report.
  4. Select the date for your disbursed roster report.
  5. Select any additional data fields from Select Fields to Display you would like added to your report.
  6. Choose to view report online or download. If viewing online, you can print the report by clicking the printer icon or by clicking File/Print on your browser’s toolbar. Make sure your page orientation is set to landscape to capture all the fields. (Click File/Page Setup on your browser’s toolbar to adjust printer settings.)
  7. Click search.

    Note: The disbursed loan records will be listed alphabetically by student last name, and grouped and subtotaled by EXCEL Loan product type. Grand totals will be listed at the bottom of the report.

  8. Click return to main search page to begin another search.

 

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