Exporting Loan Requests

You can export a list of loan requests at any time for a supervisory activity that you are a company lead for.

About this task

All active company participants on a supervisory activity can export a list of loan requests.


  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Loan Requests.

    Loan Requests command on the ribbon menu
  3. Click the Loan Details quick filter.
    Responding to Loan Requests: Loan Details filter
  4. Scroll down and click Export to Excel.
    Responding to Loan Requests: Export to Excel button


The exported data is emailed to you as an attachment.

The Excel document has three sheets (tabs):
  • Loan Requests: An export of loan request details including comments pertaining to each individual loan request.
  • Loan Requests Overall Comments: The general agency comments added when the loan requests were initially added to the supervisory activity and sent to the company.
  • Loan Request Responses: An export of loan request responses that includes both company responses and agency responses if the LR was sent back to the company.