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:
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.
Once you have finished, select Save to add the offer and progress to the edit window, or Cancel to discard it.
Selecting ... > Edit by an offer in the list will open a window where you can edit various details. A Find Field search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically. Once you have finished, select Save to confirm your changes or Cancel to discard them.
The following fields are available:
Status – The statuses available here indicate what stage the offer and corresponding SLC application have reached.
Provider – Here you can specify which Provider is making the offer. You will need to enter a provider into this field before you can save the offer.
Programme Start date
Programme Expected End date
Offer Valid To date
Agency Max Loan Value – This value will be derived from the Qualification Plan specified when creating the offer and not available to edit.
Generating a Learning and Funding Information Letter (LandFIL)
An example LandFIL document template with the necessary merge fields is available from our Document Library.
You can use the Document Generation function to produce a Funding and Information Letter (LandFIL) with the relevant offer details copied over into the document. To do this, select … > Generate Document from the relevant offer in the list.
You can then choose which Document Template to use and enter a Name. Select Run to produce and download the document.
Once the document has been generated, it will be available in the Files tab of the Applicant Summary. You will be notified by email when it is ready.
As well as editing an offer and generating a document, the following actions are available from the … menu by an offer:
Details – Selecting this will open a window where you can view all details recorded for the offer. The information shown here will depend on which fields have been completed in the edit window explained above.
Delete – Selecting this will remove the offer from the list. You will need to confirm before the offer is deleted.