What’s Under the Borrower Services Tab?

Click on the Borrower Services tab when you want to maintain borrower-level data.

When you click on the drop-down box in the Navigation Bar, you are presented with the functions you will use to update your borrower data. Prior to selecting any function, you must select the borrower you wish to update.

Searching for a Borrower Record

Select a borrower by entering either a SSN, student ID or last name on the Find Borrowers search screen you see when you first click on the Borrower Services tab. The name search is not case sensitive, but you must enter a complete last name if you wish to enter a first name. For all other searches, you can use the percent symbol (%) as a wild card character if you do not know the complete entry. Click on the Find button to find the borrowers who match your criteria. If there is more than one match, all of the names will be listed on the search screen. To select a borrower, click on their name. The Loans screen for that borrower is then displayed. If there is only one match for your criteria, the Loans screen for that borrower will be displayed automatically.

Click on the links below for more information about the various Borrower Services functions, or access the topic from the table of contents in the online help system.

*Function*	*Description*
ACH Accounts	Add, edit and delete ACH account information for the borrower. This data can be associated with specific loans via the Loan-Based Functions.
Add Loan	Manually add a new loan for the borrower, outside of the Inbound process,
Addresses	Add, edit, and delete borrower addresses, phone numbers and other related information. Designate a borrower address as a mailing address.
Benefits	Grant benefits for borrowers’ loans.
Call Log	Add and review records about borrower telephone conversations to track a call history.
Collections Status	A quick-look at the collections status of the borrower's loans
Comakers	Add, edit, and delete information pertaining to a borrower's comakers. This includes name and address, employment information, flags, and a notepad.
Coupons	Create a coupon request and/or generate the payment coupons for a borrower.
Credit Card Accounts	Add, edit, and delete borrower credit card information. This data can be associated with specific loans via the Loan-Based Functions.
Employment	Add, edit, and delete borrower employer/employment information. This includes employer name and address, occupation, etc.
Family & Personal	Add and edit information about the borrower's spouse and parents. Add and edit borrower personal information including birth date, enrollment date, and driver's license number.
Financial Profile	Collections utility used to determine the maximum amount a borrower has available for repayment.
Flags	Add and assign values to flags that are to be associated with the borrower.
History	Review transaction and maintenance histories for borrower-related information.
Invoices	View bills previously generated for the borrower.
Loans	The Loan Grid that displays summary loan-level information for the borrower. This is the default display when the Borrower Information screen is initially loaded.
Mail	Generate mail for the borrower.
Notepad	Maintain general information pertaining to the borrower via a "notepad".
References	Add, edit, and delete borrower Reference information. This includes name and address, employment and personal information.
Temporary Repayment Arrangements (TRAs)	Establish temporary repayment arrangements for the borrower.