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Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always!...

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Microloan Program Electronic Reporting System (MPERS) Microloan Electronic Reporting System (MPERS) 1
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Page 1: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Microloan Program Electronic Reporting System

(MPERS)

Microloan Electronic Reporting System (MPERS) 1

Page 2: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

How To’s

• Securely access the microloan reporting system • Build microloan program data • Create reports • Utilize the dashboard

2 Microloan Electronic Reporting System (MPERS)

Presenter
Presentation Notes
Microloan Program Electronic Reporting System (MPERS) is the data collection, loan administration and loan servicing information system for Microloan Program specific activities. MPERs supports the Agency obligation to: maintain collateral and performance activity provide data for Congress And is the front line loan servicing tool for Microloan Program Staff
Page 3: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Reading the Road Signs

3 Microloan Electronic Reporting System (MPERS)

Fill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the system, the blue highlighted box means – MANDATORY Data.

Fill in this box.

Always Click to populate the State field

Always Click to populate the State field

No box to fill in!

Arrow pointing to MPERS box

Arrow pointing to lookup Zip button

Page 4: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Security and Sign In

Microloan Electronic Reporting System (MPERS) 4

Page 5: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

General Login System

• Before you request access to MPERs – Request a User ID and Password to enter the GLS (General Login System) – Every user needs a separate GLS login – Security profiles are required for

• Employees And • Contractors

Microloan Electronic Reporting System (MPERS) 5

Page 6: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Contact Your Analyst

• Ask your analyst for the Location ID

then

• Log into https://eweb.sba.gov/gls/dsp_login.cfm

6 Microloan Electronic Reporting System (MPERS)

Page 7: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

7 Microloan Electronic Reporting System (MPERS)

Click here to request User ID

Ignore SBA Account Login until after you request your

User ID and Password

Page 8: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Create a User ID - Eight characters Then fill in all blue highlighted boxes

Microloan Electronic Reporting System (MPERS) 8

Page 9: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Enter information in all boxes, then click on submit

When all blue highlighted boxes are

completed scroll to the bottom of page

click submit

Microloan Electronic Reporting System (MPERS) 9

Page 10: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Password from IT Security

• Within a few hours, you will receive your new password in an email from IT Security

• Sign in to GLS with the emailed password

• Change the password

• Now – You are ready to request Access to MPERs

10 Microloan Electronic Reporting System (MPERS)

Select

Screenshot of GLS Navigation Bar. Arrow pointing to “Change Password” button

Page 11: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

11 Microloan Electronic Reporting System (MPERS)

Page 12: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

12 Microloan Electronic Reporting System (MPERS)

Click the b button

Great Development Corp

Page 13: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Scroll down to Microloan Program Electronic Reporting System (MPERS)

Enter the Location ID (provided by your financial analyst)

Great Development Corp

Microloan Electronic Reporting System (MPERS) 13

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14 Microloan Electronic Reporting System (MPERS)

Scroll to the bottom of the page. Click Submit

Great Development Corp

Page 15: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Access from IT Security

• After the program office approves your request for access to MPERs, you will receive an e-mail from IT Security informing you that you have access to MPERS.

• Login to GLS

15 Microloan Electronic Reporting System (MPERS)

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16 Microloan Electronic Reporting System (MPERS)

Log In to

GLS

Page 17: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

This is your new link to MPERS

Great Development Corp

Microloan Electronic Reporting System (MPERS) 17

Page 18: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Menu for Data, Reports, and

Tasks

Microloan Electronic Reporting System (MPERS) 18

Page 19: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

MPERs

Navigating the System

Grant Side Loan Side

Build

Participants MRF / LLRF Quarterly

Reports

Reimbursement Requests Quarterly Technical Assistance Reports

Participants

Microloan Electronic Reporting System (MPERS) 19

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Building the Participant Data

Microloan Electronic Reporting System (MPERS) 20

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Participant Data is Utilized - To Create New Loan Records - To Create Technical Assistance Records

21 Microloan Electronic Reporting System (MPERS)

Participants Participant Data

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Microloan Electronic Reporting System (MPERS) 22

Note: Two Routes to Creating Participant Record

Via Manage Participants

On Intermediary Dashboard Menu

Via Add New Loan

link On Lender Detail

Report

Page 23: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Route 1- Manage Participant Data

23 Microloan Electronic Reporting System (MPERS)

Route 1 Manage Participant Data

Go to Intermediary Dashboard Menu………>>>

Via Manage Participants

On Intermediary Dashboard Menu

Page 24: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

24 Microloan Electronic Reporting System (MPERS)

Select Manage Participants

Page 25: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Select Participant Intake

Great Development Corp 1400 Good Hope Rd

Washington, DC 20020

Microloan Electronic Reporting System (MPERS) 25

Page 26: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Fill in all highlighted boxes Great Development Corp 1400 Good Hope Rd

Washington, DC 20020

Microloan Electronic Reporting System (MPERS) 26

Page 27: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Click on Submit

Microloan Electronic Reporting System (MPERS) 27

Page 28: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

New Participant now is listed in the Participant Intake detail screen

Microloan Electronic Reporting System (MPERS) 28

Page 29: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

How to Enter a New Loan

Microloan Electronic Reporting System (MPERS) 29

Page 30: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Loans

• Loan related tasks and reporting are based on the participant list. – We just entered participant information for a

prospective microloan borrower – Use the participant record to create the loan

record when the prospective borrower becomes the new borrower

30 Microloan Electronic Reporting System (MPERS)

Page 31: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Route 2: Via the Lender Detail Report

31 Microloan Electronic Reporting System (MPERS)

Via Add New Loan

link On Lender Detail

Report

The second route to create participant records is:

Go to the Lender Detail Report…….>>>

Page 32: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

32 Microloan Electronic Reporting System (MPERS)

Select Lender Detail

Page 33: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Select Add New Loan within seven days of closing

Microloan Electronic Reporting System (MPERS) 33

Page 34: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Choose Borrower from TA Participant

list

Microloan Electronic Reporting System (MPERS) 34

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If Borrower is not already on the list, Enter their TA Pre Loan intake

information to add them to the list now.

Microloan Electronic Reporting System (MPERS) 35

Page 36: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Choose add the participant first

Microloan Electronic Reporting System (MPERS) 36

Page 37: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

37 Microloan Electronic Reporting System (MPERS)

Enter required data into all blue highlighted boxes.

Page 38: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Select Manage Participants

Microloan Electronic Reporting System (MPERS) 38

Page 39: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Select Participant Intake

Great Development Corp 1400 Good Hope Rd

Washington, DC 20020

Microloan Electronic Reporting System (MPERS) 39

Page 40: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Fill in all required details. (Required = Highlighted)

Tip: Fill in Street Address

and City Name – then -5 digit zip code

-then click on Lookup Zip to populate State field

Microloan Electronic Reporting System (MPERS) 40

Page 41: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Scroll Down to fill in Business Details

Then Click Submit

Microloan Electronic Reporting System (MPERS) 41

Page 42: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

New Participant

Microloan Electronic Reporting System (MPERS) 42

Page 43: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Now Participant is on the Intake list- Return to Lender Detail to Add a Loan.

Microloan Electronic Reporting System (MPERS) 43

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Click on Add New Loan

Microloan Electronic Reporting System (MPERS) 44

Page 45: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Now- Jay Morgan of Go Get Um LLC

is on the Participant List Select Jay Morgan

Microloan Electronic Reporting System (MPERS) 45

Page 46: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Fill in all Required Fields

Microloan Electronic Reporting System (MPERS) 46

Great Development Corp Note: For inter after the

Page 47: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Fill in Loan Details

Fill in Loan Details

Microloan Electronic Reporting System (MPERS) 47

Great Development Corp

Page 48: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Complete all details. Be sure to select SBA Loan No!

to associate microloan to SBA funding loan.

Microloan Electronic Reporting System (MPERS) 48

Page 49: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Choose Ethnicity and Veteran Status from Drop Down boxes

Choose Race by clicking in the boxes

Click Save

Microloan Electronic Reporting System (MPERS) 49

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When Status indicates Complete Scroll to Bottom of page.

Microloan Electronic Reporting System (MPERS) 50

Great Development Corp

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If there is a co-borrower Click Add Borrower

Enter all details for the co-borrower.

If there is no co-borrower Click on Lender Detail to Observe

the new entry.

Microloan Electronic Reporting System (MPERS) 51

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Click Lender Detail

Microloan Electronic Reporting System (MPERS) 52

Page 53: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Loan Sequence # 18950 = Jay P Morgan

NOTE: Check for Complete Indicator C = Complete I= Incomplete

Incomplete microloans require additional data

Microloan Electronic Reporting System (MPERS) 53

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Only Complete Loans Count!

54 Microloan Electronic Reporting System (MPERS)

If Loan shows Incomplete, check all blue highlighted • boxes • drop down lists

For grants, COMPLETE loan status = • Included in count to determine grant eligibility • Included in count to determine % SBA debt for award amount

• Only Completes are included!

If you have checked the blue highlighted boxes and the status still shows incomplete………….

Page 55: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Check Jobs Boxes Jobs Must = At Least One

55 Microloan Electronic Reporting System (MPERS)

Jobs Created or

Jobs Retained must =

more than 0 to show

Complete

Jobs Created or

Jobs Retained show

Incomplete If = 0

Page 56: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

How to Update a Borrower Record

Microloan Electronic Reporting System (MPERS) 56

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Update Each Existing Microloan Borrower Record Loan

Balance & Aging Status Every Month

57 Microloan Electronic Reporting System (MPERS)

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Click on Update Portfolio

Microloan Electronic Reporting System (MPERS) 58

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Microloan Electronic Reporting System (MPERS) 59

Great Development Corp.

Choose SBA Loan from list Click on Retrieve

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Microloan Electronic Reporting System (MPERS) 60

Great Development Corp.

Best Practice: Update Every borrower balance and aging Every month

Mandatory Practice:

Update Every borrower balance Every quarter

Page 61: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

61 Microloan Electronic Reporting System (MPERS)

Jay P Morgan’s balance was

$50,000

Page 62: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Jay P Morgan paid $2000 Loan Payments = Current

Balance =$48,000

Microloan Electronic Reporting System (MPERS) 62

Page 63: Microloan Program Electronic Reporting System (MPERS) Basics 4 11 12a.pdfFill in this box. Always! It is the blue highlighted guide to a successful trip through MPERs Throughout the

Have All Borrowers Have Been Updated?

63 Microloan Electronic Reporting System (MPERS)

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Update Every Loan Record in MPERs

• Every active microloan must be updated

• Gray shaded records = not updated • When you finish the portfolio update, Only PIF RECORDS WILL BE GRAY If other records are Gray, you are not finished.

Microloan Electronic Reporting System (MPERS) 64

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65 Microloan Electronic Reporting System (MPERS)

Example Update Portfolio Screen

Gray = Not Updated NO Gray Shaded Records

You are not finished yet.

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Deferred Payment Arrangements

• No change to the principal balance?

An explanation must be included with the

“no change certification”

Microloan Electronic Reporting System (MPERS) 66

No

Change

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67 Microloan Electronic Reporting System (MPERS)

Reason for “No Change”

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Record All Charge Offs

• Any microloan with an uncured default of > than 120 days - must be charged off in MPERS

• Charged Off totals are not included in the Outstanding Principal Balance

Microloan Electronic Reporting System (MPERS) 68

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Example: Updated Portfolio Complete

69 Microloan Electronic Reporting System (MPERS)

Microloan Principal Balance

Outstanding

Gray = OK for PIF Status

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Microloan Electronic Reporting System (MPERS) 70

On the Update Portfolio Screen The Outstanding Principal balance is the amount to enter on the

MRF/ LLRF Reconciliation each quarter.

Must Match EXACTLY. There are no reconciling items.

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After every borrower is updated for every SBA loan, you are ready to……

71 Microloan Electronic Reporting System (MPERS)

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Prepare the MRF LLRF Quarterly Report

Microloan Electronic Reporting System (MPERS) 72


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