Assistive Technology Loan Application Database Originally Developed by Maryland ATGLP and CorTech Data Design

Assistive Technology Loan Application Database From initial contact through decision-making to closing the loan From initial contact through decision-making to closing the loan Produces statistical reports to meet the needs of Board of Directors, state and federal agencies, internal procedural and marketing uses Produces statistical reports to meet the needs of Board of Directors, state and federal agencies, internal procedural and marketing uses Includes provisions for “rescue” payments made to avert default Includes provisions for “rescue” payments made to avert default Does not track direct loans after approval - amortization, re-payments, etc. Does not track direct loans after approval - amortization, re-payments, etc. Tracks All Aspects of the Application Process

Assistive Technology Loan Application Database Developed in Microsoft Access Developed in Microsoft Access Maryland ATGLP, Virginia ATLFA, Delaware DATI Maryland ATGLP, Virginia ATLFA, Delaware DATI Variability built into the program Variability built into the program Users can add to or modify drop-down lists Users can add to or modify drop-down lists User can edit standard documents User can edit standard documents Reports can be printed for user-entered date-ranges, selected funding sources, etc. Reports can be printed for user-entered date-ranges, selected funding sources, etc. Can be modified to meet your specific program needs (terminology / additional reports) Can be modified to meet your specific program needs (terminology / additional reports) Highly Customized Database Program

Assistive Technology Loan Application Database Data entry without scrolling to find entry fields Data entry without scrolling to find entry fields Automatic calculations - credit and financial Automatic calculations - credit and financial Frequent use of drop-down box entries for speed and standardization of entries Frequent use of drop-down box entries for speed and standardization of entries Standard applicant letters produced with one click Standard applicant letters produced with one click Staff contacts with applicants can be scheduled and tracked so that no one “falls through the cracks” Staff contacts with applicants can be scheduled and tracked so that no one “falls through the cracks” Can be modified to meet your specific program needs (Board Meeting Notes) Can be modified to meet your specific program needs (Board Meeting Notes) Focus on Ease of Use and Time-Savings

All Functions are Menu Driven

Entering or Finding an Applicant Record Summary for Board Review Summary for Bank Review Communication with Applicant Tabs for Data Entry Without Scrolling

Entering a New Prospective Applicant After application received, changed to Applicant and Folder # is assigned

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

Print an Interest Letter Entering a New Prospective Applicant

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

Memo fields allow as much text entry as desired Disability Tab

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

All fields in 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

Credit Tab All fields in blue are calculated Bad debt payments calculated even when no plan in effect Bankruptcy Risk Indicators

Joint Applicant Tab All fields in blue are calculated Multiple Joint Applicants may be entered All Info same as applicant

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

Loan & Status Tab Loan Types in drop- down box are RESNA standards. List can be modified by user.

Risks for bankruptcy pre-coded and only appear if statistics exceed 35%. Credit Summary for ATGLP Board

Closed Letter Name & Address and 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

Default Payments Tab To record payments made to avert default, amount of defaulted loans, and recovery payments received

Pre-Report Setup Screen All reports are preceded by a setup screen similar to this one.

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

Pending Board Review Report Applications included when bank approved or withdrawn Total loan amount for all applications

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.

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.

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

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

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

Tracks All Aspects of Application Process Focus on Ease of Use and Time Savings Highly Customizable Program Assistive Technology Loan Application Database