Determining Eligibility & Packaging Aid

Spend more time helping students and less time packaging aid awards.

You can:

  • Exchange six types of data with the U.S. Department of Education
  • Perform manual and automated packaging activities
  • Transmit ISIR, need analysis and grant data
  • Generate reports with configurable views
  • Get quick estimates of student aid eligibility
  • Optimize communication with your students

Features

Electronic Data Exchange with U.S. Department of Education
  • Initial electronic applications and corrections
  • ISIR receipt
  • ISIR corrections
  • Federal Grant Reporting System (Pell, ACG and SMART) to COD
  • NSLDS Financial Aid History and Transfer Student Monitoring
  • Electronic Cohort Default Rate (eCDR)

Awarding, Tracking and Verification
  • Early award estimating and packaging
  • Expected Family Contribution (EFC), need and unmet need calculation
  • Manual and automated packaging
  • Customized general and award letters
  • Award letters on the web
  • Document tracking
  • Detailed tracking of account activities and account changes
  • Automatic calculation of Pell awards
  • Estimated Pennsylvania State Grant awards
  • Verification process management
  • Access to loan verification
  • FISAP statistics
  • Aid fund statistics

Transmission & Compatibility
  • Transmission of Federal data to and from schools using standard federal formats
  • Transmission of student data using proprietary formats
  • ISIR transmissions based on population selections
  • Compatible with campus-based software programs
  • All functions are available online or through a batch transmission process

Reports
  • Printed documentation
    • ISIR
    • Student Need Analysis Document (SNAD)
  • Automated and customized reports
  • Export reports to financial aid management system or Excel spreadsheet
Early Estimator of Need
  • Get estimates based on prior year calculation and current year tables and schedules
  • Receive estimates for:
    • EFC
    • Pennsylvania State Grant
    • Federal Pell Grant
    • Loan Eligibility
Letter Writing System
  • Generate any type of letter (award, general) with or without a student record
  • Choose from several print options
  • Use built-in editor features
More Information
  • Contact our Education Services Group toll-free at 1-800-443-0646, option 4, option 2.
  • View training events

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