The Offers tab in the Applicant Summary shows any offers that have been made to the applicant. In this tab you can record new offers and track them through the corresponding SLC application. For each offer, the following details are shown:

• Offer Date

• Type

• Qualification Plan

• Status

Open

Filtering the Offer List

The option to filter the offer list by Number of Records is available from above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the Offer List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Offer

Selecting Create from the top-right corner of the page will open a window where you can enter the following details for the new offer made to the applicant:

• Type – Here you can specify the kind of Advanced Learner Loan that the applicant will be applying for if the offer is accepted.

• Offer Date – Selecting this field will open a calendar date selector.

• Qualification Plan – Here you can specify which Qualification Plan the applicant will be enrolled on if the offer is accepted.