Applicant Folder Reviews

Focus on Enrollment, Knowing Families are in Expert Hands.

ASSESSMENT OUTSOURCING

Find Your Who, Not Your How.

Optimizing a successful financial aid program is essential for driving your school’s growth. Thorough, expert reviews of applicant folders can achieve substantial savings on a school’s financial aid budget. However, this process requires dedicated time and understanding in tax documentation.

That’s where Mission Enrollment steps in. Our outsourced Folder Review Program is designed to support your school with expert assessments rooted in industry-leading best practices. Leveraging years of experience, our team meticulously handles the complex process of reviewing student folders and tax documents, delivering a thorough, multi-tiered assessment that ensures fair and equitable decisions. Beyond the numbers, we take the time to capture each family’s unique story in detailed folder notes, providing your school with valuable insights to make informed and thoughtful financial aid decisions.

Why Outsource to Mission Enrollment?

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

We're anchored in experience and expertise.

We understand that each family has unique financial needs when paying for their child’s tuition. With over 75 years of collective experience in K-12 financial aid, our team can skillfully handle every family situation. Our extensive tax knowledge enables us to meticulously collect and review all relevant documents to ensure every family’s request for assistance is accurately assessed.

We save you time, money, and resources.

Reviewing family finances can be a complex and time-consuming task, often requiring a lot of tax expertise. However, with Mission Enrollment, you can entrust this process to our team of experts. Doing so saves valuable time and budget dollars, allowing you to focus more deeply on the business of enrollment.

We're masters at methodologies.

Our mission was to learn every financial aid platform and its formula. And we have. Whether your platform is Blackbaud, Clarity, FACTS, FAST, SSS, or TADS, or you are changing platforms next season, we can ensure your school’s mission, policies, and goals are reflected in your calculations while providing your families with a positive application experience.

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)

COMPREHENSIVE WORKFLOW — SEASON START TO SEASON FINISH

Folder Review Program

Season Onboarding with Platform Setup

Multi-Tiered Folder Prep and Review Processes

“Yet to Apply” Returning Applicant Tracking

Non-Custodial Parent Waiver Process

Mission Enrollment Best Practice Protocols

Detailed Log of Prep and Review Notes

School Policies Administered

Parent/Guardian Communication

Document Collection and Verification

Proposed Award Amounts

Formal Award Appeal Process

Committee Reporting

Season Wrap- Up—Platform: Final Awards & Statuses

FROM STEM TO STERN

Outsourcing by the Numbers

90 Minutes

Total minutes invested to fully complete a folder review.

200 Applicants

Average number of financial aid applicants per year.

300 Hours

Total administrative hours saved. That’s 2 months!

90,000 Dollars

Average 80-100K budget savings by not over-awarding families.

Ready to Regain Time and Maximize Your Budget?

Discover how Mission Enrollment can elevate your financial aid program and deliver lasting value. Let’s explore strategies that could lead to tenfold returns for your school.