Products and Services
Packaging Automation
One solution, inside PeopleSoft, for all your financial aid needs. Packaging Automation ties together various packaging related processes into one, simple, staff configurable module. Automate FA file transfer, set packaging status to “Ready to Package” and view student packaging statuses, offers, verification statuses, suspended ISIRs, and Checklist Items
File Automation - Full automation of Federal Data (Pell, Loan, & ISIR data) Files Automate ISIR, DL, and PELL file processing with integrated TDClient functionality. Schedule File transfer to run after hours.
Analytics - View aggregated and student level Direct Loan, FA Award, Verification, and ISIR Suspense data.
Checklist Management - Set filters and view aggregated and student level checklist data. View all students with certain checklists or checklist items, view attachments, and update item status immediately.
Let's get started!
Request a personal demo today and see how we’ve helped over 140 institutions improve their student experience.
