SAP Advisor provides a dynamic guide for students through the appeals process via automated electronic appeal submission. For schools that have tasked a committee to review appeals, SAP Advisor facilitates and speeds up the process by allowing committee members to vote on appeal submissions remotely.

As some schools require an Academic Plan to supplement the appeal process, SAP Advisor provides an online environment where students and advisors can communicate virtually, build and monitor the plan.

By automating the document collection and review process, SAP Advisor increases the efficiency of your faculty, advisors and financial aid office.

Delivering needed information through the self-service, intuitive online solutions that they expect, empowers students to actively engage, increasing student satisfaction and retention.

All documentation is collected as appropriate through SAP Advisor, removing that task from your school’s financial aid team. In addition, it attaches the documentation to the student record so there is no sorting. You can pull individual documentation from our systems when required or we can provide a complete download of the information to the school.

PJ Advisor’s secure and device-responsive platform delivers an intuitive self-service solution that guides students step-by-step through the request process. As they complete their request, they are prompted to digitally upload the situational documentation while following their task list. Helpful reminders along the way show progress and keep them on track. Once complete they simply sign and submit. With PJ Advisor's flexibility, you can utilize our knowledgeable team to review the applications for accuracy and completeness before you review for a final decision or you can utilize the PJ Advisor streamlined platform to manage the entire process in your office. Pre-screening questions and a guided application process takes the guesswork out of what to gather and how to submit. Creating a standard process with room for individual considerations ensures all information has been gathered enabling a holistic and efficient review. The PJ Advisor environment is device responsive and easy to use.

The Verification Gateway platform is an intuitive, automated solution to gather the information and documentation required for Federal and institutional verification. The system utilizes smart technology that includes applying progressive rules to automatically approve verifications or if a manual review is required, separates those verifications for further review. Verification Gateway intuitively guides students and parents through the verification process. With easy-to-follow alerts and task lists, they know what documentation is needed, when it’s due and when they’ve completed their requirements. If clarification is needed, there are helpful tips along the way and the option for personal contact. Verification Gateway collects all necessary documentation and combines it with the student record to eliminate time-consuming sorting and hunting for files. The convenient dashboard makes it easy for administrators to download individual documentation or a complete aid-year streamlining the process to package student files and disburse aid more quickly. Financial Aid staff can spend less time on busywork and gain more time to focus on students. Using the administrator portal, Verification Gateway grants school staff the freedom to manage the online verification process wherever they are and whenever they want. Verification Gateway offers schools a means to award students faster; reduce compliance risk and incoming call volume; and increase efficiency – all while improving student satisfaction. The flexibility of the Verification Gateway platform enables efficient turnaround on systematic changes, like ED requirements.