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Supervisory Activities
Supervisory activities are used for examining and investigating companies.
SES Examinations and Investigations Resources for Companies
Responding to examinations and investigations in State Examination System (SES).
Responding to Loan Requests
After an agency sends you loan requests, you can add responses to those loan request and assign those loan requests to other participants on your supervisory activity.
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.

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.

Procedure

Navigate to your supervisory activity.
Click Loan Requests.
Click the Loan Details quick filter.
Scroll down and click Export to Excel.

Results

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.

Need More Help?

Agency users, please visit the Secure Portal for phone and email contacts.
Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.