researching loan data · 2020-05-18 · displaying rows 1-41 of 41 loans meeting criteria. loan...

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Researching Loan Data Updated: 5/14/2020

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Page 1: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Researching Loan Data

Updated: 5/14/2020

Page 2: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Step 1: Log into CLS

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Login to CLS at https://caweb.sba.gov/cls

Page 3: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Step 2: Navigate to Servicing from Dashboard

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Select Electronic Lending – Servicing (ETRAN) from the Loans Menu

Page 4: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Step 3: Search for Loans

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1. Select “Search” button from top menu bar. 2. Select “Research” from Status Drop-down. 3. Then click “Submit”

Step 1.

Step 2.

Step 3.

Page 5: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Step 4: Select a Loan to research

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Click on the App# hotlink to view and update the loans

Note: data shown above is for example only and is not actual PPP data.

Page 6: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Step 5: Update the Loan

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Use the left side navigation for loan file research.

Note: data shown above is for example only and is not actual PPP data.

Page 7: Researching Loan Data · 2020-05-18 · Displaying rows 1-41 of 41 loans meeting criteria. Loan Name, Processing Method, Funded and Status show full text in "tooltip". Loan Information

Need Additional Help?

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For additional assistance, please reach out to the CLS Help Desk:

[email protected]