Viewing the Loans Associated to a Participant

You can view the different loans associated with a participant on the Loans Associated to Participant window. To access the Loans Associated to Participant window, click the Loans Associated to Participant icon on the Participants window or the Participant Information window.

How do I? and Field Help

To view the loans associated with the participant, enter a participant code in the Participant Code field (Length: 6 alphanumeric) and click the green arrow. The code is credit union-defined and cannot contain spaces between characters. The full name of the participant and the loans associated to the participant will appear.

Click this button to display the Participant Information window.

Click this button to display the Participants window.

Click the Export icon to export the information in the Loans Associated to Participant grid to Microsoft Excel. The Loans Associated to Participant grid contains the following information:

Column Heading	Description
Member Number	The member number associated with the participant loan.
Note Number	The note number assigned to the loan associated to the participant.
Member Name	The member name associated with the participant loan.
Participant Percentage	The percentage of the loan principal balance that will be used in the remittance calculation. For example, 30%. Length: 9 numeric including decimal
Participant Interest	The interest rate used to calculate the amount of interest the participant will earn on the loan. The interest rate can be equal to or greater than zero. For example, the primary rate on the member loan may be 5% and the participant interest rate may be 2%. Length: 6 numeric including decimal
Participant Balance	The loan balance used for the remittance calculation. Length: 12 numeric including decimal
Detail	Click the View Detail icon button to access the Participant Information dialog box associated with the loan.