microloan program electronic reporting system (mpers) basics 4 11 12a.pdffill in this box. always!...
TRANSCRIPT
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Microloan Program Electronic Reporting System
(MPERS)
Microloan Electronic Reporting System (MPERS) 1
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How To’s
• Securely access the microloan reporting system • Build microloan program data • Create reports • Utilize the dashboard
2 Microloan Electronic Reporting System (MPERS)
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Reading the Road Signs
3 Microloan Electronic Reporting System (MPERS)
Fill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the system, the blue highlighted box means – MANDATORY Data.
Fill in this box.
Always Click to populate the State field
Always Click to populate the State field
No box to fill in!
Arrow pointing to MPERS box
Arrow pointing to lookup Zip button
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Security and Sign In
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General Login System
• Before you request access to MPERs – Request a User ID and Password to enter the GLS (General Login System) – Every user needs a separate GLS login – Security profiles are required for
• Employees And • Contractors
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Contact Your Analyst
• Ask your analyst for the Location ID
then
• Log into https://eweb.sba.gov/gls/dsp_login.cfm
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7 Microloan Electronic Reporting System (MPERS)
Click here to request User ID
Ignore SBA Account Login until after you request your
User ID and Password
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Create a User ID - Eight characters Then fill in all blue highlighted boxes
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Enter information in all boxes, then click on submit
When all blue highlighted boxes are
completed scroll to the bottom of page
click submit
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Password from IT Security
• Within a few hours, you will receive your new password in an email from IT Security
• Sign in to GLS with the emailed password
• Change the password
• Now – You are ready to request Access to MPERs
10 Microloan Electronic Reporting System (MPERS)
Select
Screenshot of GLS Navigation Bar. Arrow pointing to “Change Password” button
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11 Microloan Electronic Reporting System (MPERS)
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12 Microloan Electronic Reporting System (MPERS)
Click the b button
Great Development Corp
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Scroll down to Microloan Program Electronic Reporting System (MPERS)
Enter the Location ID (provided by your financial analyst)
Great Development Corp
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14 Microloan Electronic Reporting System (MPERS)
Scroll to the bottom of the page. Click Submit
Great Development Corp
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Access from IT Security
• After the program office approves your request for access to MPERs, you will receive an e-mail from IT Security informing you that you have access to MPERS.
• Login to GLS
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16 Microloan Electronic Reporting System (MPERS)
Log In to
GLS
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This is your new link to MPERS
Great Development Corp
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Menu for Data, Reports, and
Tasks
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MPERs
Navigating the System
Grant Side Loan Side
Build
Participants MRF / LLRF Quarterly
Reports
Reimbursement Requests Quarterly Technical Assistance Reports
Participants
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Building the Participant Data
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Participant Data is Utilized - To Create New Loan Records - To Create Technical Assistance Records
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Participants Participant Data
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Microloan Electronic Reporting System (MPERS) 22
Note: Two Routes to Creating Participant Record
Via Manage Participants
On Intermediary Dashboard Menu
Via Add New Loan
link On Lender Detail
Report
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Route 1- Manage Participant Data
23 Microloan Electronic Reporting System (MPERS)
Route 1 Manage Participant Data
Go to Intermediary Dashboard Menu………>>>
Via Manage Participants
On Intermediary Dashboard Menu
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24 Microloan Electronic Reporting System (MPERS)
Select Manage Participants
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Select Participant Intake
Great Development Corp 1400 Good Hope Rd
Washington, DC 20020
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Fill in all highlighted boxes Great Development Corp 1400 Good Hope Rd
Washington, DC 20020
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Click on Submit
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New Participant now is listed in the Participant Intake detail screen
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How to Enter a New Loan
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Loans
• Loan related tasks and reporting are based on the participant list. – We just entered participant information for a
prospective microloan borrower – Use the participant record to create the loan
record when the prospective borrower becomes the new borrower
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Route 2: Via the Lender Detail Report
31 Microloan Electronic Reporting System (MPERS)
Via Add New Loan
link On Lender Detail
Report
The second route to create participant records is:
Go to the Lender Detail Report…….>>>
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32 Microloan Electronic Reporting System (MPERS)
Select Lender Detail
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Select Add New Loan within seven days of closing
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Choose Borrower from TA Participant
list
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If Borrower is not already on the list, Enter their TA Pre Loan intake
information to add them to the list now.
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Choose add the participant first
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37 Microloan Electronic Reporting System (MPERS)
Enter required data into all blue highlighted boxes.
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Select Manage Participants
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Select Participant Intake
Great Development Corp 1400 Good Hope Rd
Washington, DC 20020
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Fill in all required details. (Required = Highlighted)
Tip: Fill in Street Address
and City Name – then -5 digit zip code
-then click on Lookup Zip to populate State field
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Scroll Down to fill in Business Details
Then Click Submit
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New Participant
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Now Participant is on the Intake list- Return to Lender Detail to Add a Loan.
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Click on Add New Loan
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Now- Jay Morgan of Go Get Um LLC
is on the Participant List Select Jay Morgan
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Fill in all Required Fields
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Great Development Corp Note: For inter after the
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Fill in Loan Details
Fill in Loan Details
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Great Development Corp
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Complete all details. Be sure to select SBA Loan No!
to associate microloan to SBA funding loan.
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Choose Ethnicity and Veteran Status from Drop Down boxes
Choose Race by clicking in the boxes
Click Save
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When Status indicates Complete Scroll to Bottom of page.
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Great Development Corp
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If there is a co-borrower Click Add Borrower
Enter all details for the co-borrower.
If there is no co-borrower Click on Lender Detail to Observe
the new entry.
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Click Lender Detail
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Loan Sequence # 18950 = Jay P Morgan
NOTE: Check for Complete Indicator C = Complete I= Incomplete
Incomplete microloans require additional data
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Only Complete Loans Count!
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If Loan shows Incomplete, check all blue highlighted • boxes • drop down lists
For grants, COMPLETE loan status = • Included in count to determine grant eligibility • Included in count to determine % SBA debt for award amount
• Only Completes are included!
If you have checked the blue highlighted boxes and the status still shows incomplete………….
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Check Jobs Boxes Jobs Must = At Least One
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Jobs Created or
Jobs Retained must =
more than 0 to show
Complete
Jobs Created or
Jobs Retained show
Incomplete If = 0
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How to Update a Borrower Record
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Update Each Existing Microloan Borrower Record Loan
Balance & Aging Status Every Month
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Click on Update Portfolio
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Microloan Electronic Reporting System (MPERS) 59
Great Development Corp.
Choose SBA Loan from list Click on Retrieve
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Great Development Corp.
Best Practice: Update Every borrower balance and aging Every month
Mandatory Practice:
Update Every borrower balance Every quarter
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61 Microloan Electronic Reporting System (MPERS)
Jay P Morgan’s balance was
$50,000
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Jay P Morgan paid $2000 Loan Payments = Current
Balance =$48,000
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Have All Borrowers Have Been Updated?
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Update Every Loan Record in MPERs
• Every active microloan must be updated
• Gray shaded records = not updated • When you finish the portfolio update, Only PIF RECORDS WILL BE GRAY If other records are Gray, you are not finished.
Microloan Electronic Reporting System (MPERS) 64
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65 Microloan Electronic Reporting System (MPERS)
Example Update Portfolio Screen
Gray = Not Updated NO Gray Shaded Records
You are not finished yet.
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Deferred Payment Arrangements
• No change to the principal balance?
An explanation must be included with the
“no change certification”
Microloan Electronic Reporting System (MPERS) 66
No
Change
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67 Microloan Electronic Reporting System (MPERS)
Reason for “No Change”
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Record All Charge Offs
• Any microloan with an uncured default of > than 120 days - must be charged off in MPERS
• Charged Off totals are not included in the Outstanding Principal Balance
Microloan Electronic Reporting System (MPERS) 68
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Example: Updated Portfolio Complete
69 Microloan Electronic Reporting System (MPERS)
Microloan Principal Balance
Outstanding
Gray = OK for PIF Status
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Microloan Electronic Reporting System (MPERS) 70
On the Update Portfolio Screen The Outstanding Principal balance is the amount to enter on the
MRF/ LLRF Reconciliation each quarter.
Must Match EXACTLY. There are no reconciling items.
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After every borrower is updated for every SBA loan, you are ready to……
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Prepare the MRF LLRF Quarterly Report
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