Searching for a Loan

You can access the Loan Search page to search for and view a loan and loan payment information.

Enter search criteria into one or more fields.

To export the search results directly to a file rather than display them on the screen, select the export results only (20,000 max.) check box.

Click the search button.

If...

Then...

You selected to export the results directly to a file...

The File Download dialog box is displayed.

Click the save button.

The Save As dialog box is displayed.

Navigate to the folder where you want to save the file.

Click the save button.

The search results are exported to a CSV file and saved to the location you specified. The export is limited to 20,000 records. The Download Complete dialog box is displayed.

Click the close button to close the dialog box.

You didn't selected to export the results directly to a file and one or more records match the search criteria...

The search results are displayed in the Search Results data grid.

To...	Then...
Export the search results to a CSV file...	Click the CSV icon . The File Download dialog box is displayed. Click the save button. The Save As dialog box is displayed. Navigate to the folder where you want to save the file. Click the save button. The search results are exported to a CSV file and saved to the location you specified. The export is limited to 20,000 records. The Download Complete dialog box is displayed. Click the close button to close the dialog box.
Export the search results to an Excel spreadsheet...	Click the Excel icon . The File Download dialog box is displayed. Click the save button. The Save As dialog box is displayed. Navigate to the folder where you want to save the file. Click the save button. The search results are exported to an Excel file and saved to the location you specified. The export is limited to 20,000 records. The Download Complete dialog box is displayed. Click the close button to close the dialog box.
Export the search results to a PDF file...	Click the PDF icon . The File Download dialog box is displayed. Click the save button. The Save As dialog box is displayed. Navigate to the folder where you want to save the file. Click the save button. The search results are exported to a PDF file and saved to the location you specified. The export is limited to 20,000 records. The Download Complete dialog box is displayed. Click the close button to close the dialog box.
Print the search results...	Click the Print icon . The output is displayed on your screen and the Print dialog box is displayed. Adjust the settings as necessary and click the print button. The search results are sent to the specified printer and the Print dialog box is closed. The output is limited to 1,000 records. Click the back link to return to the Candidate Search page.
View the Committee...	Click the link in the Committee Name column of the data grid for the Committee you want to view. The Committee Detail page is displayed.
View a loan...	Click the view link in the data grid for the loan you want to view. The loan detail for the selected record is displayed in a popup window. To close the popup window, click the close window link.
Change the search criteria...	Click the change criteria button.

No records match the specified search criteria...

The system displays an error message.

Click the reset button to clear the search criteria and perform another search.

Searching for a Loan

Tasks