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Assistive TechnologyAssistive TechnologyLoan Application DatabaseLoan Application Database
Originally Developed by Maryland ATGLPOriginally Developed by Maryland ATGLP and and
CorTech Data DesignCorTech Data Design
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Assistive TechnologyAssistive TechnologyLoan Application DatabaseLoan Application Database
• From initial contact through decision-making to From initial contact through decision-making to closing the loanclosing the loan
• Produces statistical reports to meet the needs of Produces statistical reports to meet the needs of Board of Directors, state and federal agencies, Board of Directors, state and federal agencies, internal procedural and marketing usesinternal procedural and marketing uses
• Includes provisions for “rescue” payments made Includes provisions for “rescue” payments made to avert defaultto avert default
• Does not track direct loans after approval - Does not track direct loans after approval - amortization, re-payments, etc.amortization, re-payments, etc.
Tracks All Aspects of the Application Process
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Assistive TechnologyAssistive TechnologyLoan Application DatabaseLoan Application Database
• Developed in Microsoft AccessDeveloped in Microsoft Access
• Maryland ATGLP, Virginia ATLFA, Delaware DATIMaryland ATGLP, Virginia ATLFA, Delaware DATI
• Variability built into the programVariability built into the program• Users can add to or modify drop-down listsUsers can add to or modify drop-down lists
• User can edit standard documentsUser can edit standard documents
• Reports can be printed for user-entered date-ranges, Reports can be printed for user-entered date-ranges, selected funding sources, etc.selected funding sources, etc.
• Can be modified to meet your specific program Can be modified to meet your specific program needs needs (terminology / additional reports)(terminology / additional reports)
Highly Customized Database Program
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Assistive TechnologyAssistive TechnologyLoan Application DatabaseLoan Application Database
• Data entry without scrolling to find entry fieldsData entry without scrolling to find entry fields
• Automatic calculations - credit and financialAutomatic calculations - credit and financial
• Frequent use of drop-down box entries for speed Frequent use of drop-down box entries for speed and standardization of entriesand standardization of entries
• Standard applicant letters produced with one clickStandard applicant letters produced with one click
• Staff contacts with applicants can be scheduled and Staff contacts with applicants can be scheduled and tracked so that no one “falls through the cracks”tracked so that no one “falls through the cracks”
• Can be modified to meet your specific program Can be modified to meet your specific program needs needs (Board Meeting Notes)(Board Meeting Notes)
Focus on Ease of Use and Time-Savings
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All Functions are Menu Driven
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Entering or Finding an Applicant Record
Summary for Board Review
Summary for Bank Review
Communication with Applicant
Tabs for Data Entry Without Scrolling
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Entering a New
Prospective Applicant
After application received, changed to Applicant and Folder # is assigned
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Drop-down boxes are provided to simplify and standardize data entry
Lists of Referral Sources is built and modified by the user in background tables
Entering a New
Prospective Applicant
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Print an Interest Letter
Entering a New
Prospective Applicant
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Interest Letter
Mail Merge letter created in Microsoft Word using data from the currently displayed applicant.
Name & Address
Bank Name
Content of standard letter can be modified by user
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Memo fields allow as much text entry as desired
Disability Tab
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Contacts Tab
Initial Follow-up entry is generated automatically for 14 days after info mailed
Can schedule contacts and print reminder list later
Clicking in this box will remove from reminder list
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All fieldsin blue are calculated
Debt amount is brought forward from the Credit Tab
Joint Applicant Info is brought forward from Joint App tab
Financial Info Tab
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Credit Tab
All fields in blue are calculated
Bad debt payments calculated even when no plan in effect
Bankruptcy Risk Indicators
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Joint Applicant
Tab
All fieldsin blue are calculated
Multiple Joint Applicants may be entered
All Infosame as applicant
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Loan & Status
Tab
Multiple Loan Types can be entered
Status Box shows current status and history of progress
All basic loan info including bank decision
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Loan & Status
Tab
Loan Types in drop-down box are RESNAstandards.List can be modified by user.
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Risks for bankruptcy pre-coded and only appear if statistics exceed 35%.
Credit Summary
for ATGLP Board
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Closed Letter
Name & Addressand Greeting
Date Approved
Loan Amount,Term, and Interest Rate
Contact Person and telephone # at the bank
Bank Name
Data from Applicant merged into Word mail merge letter
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Default Payments
Tab
To record payments made to avert default, amount of defaulted loans, and recovery payments received
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Pre-Report Setup
Screen
All reports are preceded by a setup screen similar to this one.
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Loan Activity
Summary
One-page summary to report program activity to the board
Section of stats for the most recent month
Section of stats for program inception-to- date
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Pending Board Review Report
Applications included when bank approved or withdrawn
Total loan amount for all applications
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Breakdown by Referral Source
This page shows the breakdown for only AFP funded applications.
Two other pages show the breakdown for Telework funded applications and for all applications.
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Fund Balance Report
Designed to show the board the amount of funds available for loans.
If your prgram is not able to produce this report by other means, additional data entry will allow the database to produce it.
Calculates reserves based on individual bank requirements.
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Breakdown by County
All stats for a user-specified period broken down by Maryland County
Also can be printed for a single funding source and different date range
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Monthly Breakdown
Stats broken down month-by-month and with combined totals
Designed to be used to prepare reports for other agencies
Can be printed for any number of months and can span more than one year
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Sample Marketing Report
Designed to provide list of people to be contacted for possible additional loans.
Pre-report setup screen also allows printing of mailing labels for same contacts.
Loans Paid Off
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Tracks All Aspects of Application ProcessTracks All Aspects of Application Process
Focus on Ease of Use and Time SavingsFocus on Ease of Use and Time Savings
Highly Customizable ProgramHighly Customizable Program
Assistive TechnologyAssistive TechnologyLoan Application DatabaseLoan Application Database