ASSESSMENT OUTSOURCING

Applicant Folder Reviews

Financial aid isn’t just about numbers—it’s about navigating fairness with precision.

Find Your Who, Not Your How.

At Mission Enrollment, we know that reviewing applicant folders and tax documents is more than a task; it’s a chance to anchor equity in every decision. But with limited time and evolving tax complexities, even the most dedicated teams can feel adrift.

That’s where Mission Enrollment steps in.

Our folder review outsourcing program is designed to support you and your school with expert assessments rooted in industry-leading best practices and protocols. Leveraging years of experience, our team meticulously handles the complex review process of student folders and family tax documents, delivering thorough, multi-tiered assessments that ensure fair and equitable decisions. Beyond the numbers, we take the time to capture each family’s story in detailed folder notes, providing you with valuable insights to make informed and thoughtful financial aid decisions for your school.

Why Outsource to Mission Enrollment?

Partnering with us means gaining a strategically committed partner, dedicated to enhancing your school’s financial aid program and achieving fair, sustainable award decisions with unmatched support.

Cumulative ME team years of experience working in K-12 financial aid

Administrative Hours Saved for You to Focus on Enrollment (avg).

$80-100K Budget Savings by Not Over-Awarding Families (avg)

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Experience and Expertise

We recognize that every family’s financial circumstances are unique when it comes to paying for their child’s tuition. Backed by more than 100 years of combined K-12 financial aid experience and extensive tax expertise, our team diligently gathers and evaluates all necessary documentation—ensuring that each family’s request for assistance is accurately and fairly assessed.

Methodology/Formula Mastery

Our goal was clear—master every financial aid platform and its formula—and we did just that. Whether your platform is Blackbaud, Clarity, FACTS, FAST, SSS, or TADS, or you plan to switch next season, we ensure your school’s mission, policies, and goals are accurately reflected in the calculations. Meanwhile, families experience a smooth and supportive application process from start to finish.

Time, Budget, and Resource Savings

Evaluating family finances can be complex and time-consuming, often requiring in-depth tax expertise. By entrusting this process to Mission Enrollment’s experienced team, you save time and resources—allowing you to focus on what truly matters: growing and managing your enrollment.

Working with Mission Enrollment has saved our team countless hours and kept us within our financial aid budget in a thoughtful, fair, and unbiased manner. They are experts in financial aid and provide us with sound counsel, wisdom, and guidance. I highly recommend ME to any director of admissions/enrollment looking for an outstanding financial aid partner.

VIVIEN VENEZUELA MALLICK

Director of Admissions and Financial Aid, The Bishop's School (CA)

FROM SEASON START TO END

What’s Covered?

Mission Enrollment’s outsourcing Folder Review Program delivers comprehensive financial aid assessment with a season-long workflow aligned with your deadlines. We navigate the complexities of student folders on your behalf, so you can focus on what matters most: enrolling and retaining students.