YOUR COMPASS FOR CHANGE
Platform Transitions
Smooth Sailing to Your New Financial Aid System
Safeguard Your Calculations and Budget from Impactful Waves
Moving financial aid platforms entails more than a new system sign-on and application process. Although platforms share similar variables, each utilizes a distinct methodology. Without careful planning and formula knowledge, these differences can significantly alter and impact the calculated capacity to pay for both returning and future new families. How do you prevent major fluctuations in your new platform?
At Mission Enrollment, we’ve mastered the ins and outs of every leading financial aid platform and, more importantly, their unique formulas. We don’t just talk the talk—we work in each system daily, supporting schools and their families and keeping up with enhancements and new features. If you are making a change, the Platform Transition Program is the ultimate compass to guide you through a smooth transition and prepare you and your new platform for a successful season.
Mission Enrollment’s mastery of every industry platform was a vital resource when we switched. Their expertise in the audit process, industry best practices, and national trends has allowed our team to ensure that our application process is fair and equitable for all families we serve.
What is Included?
Program Features
Our Platform Transition Program ensures your new financial aid assessment tool is precisely aligned with your policies and goals. Leveraging cross-platform expertise, we fine-tune formula settings and calibrate key levers for a smooth transition—supporting families now and into the future while strengthening your overall financial aid strategy.
Current Portfolio Assessment
Aid Distribution
Evaluate aid allocation by income level, family size, and assets/liabilities. Confirm formula levers are dialed in to support returning families.
Expense Levers
Analyze current platform levers compared to actual family spending and evaluate settings and protocols in use for their viability.
Lever Configurations
Using a group of files, offer lever configurations to support them: 1) no major budget impact and 2) can be carefully applied.
File Review Procedures
Policy Guide
Internal financial aid policy guide for your school, including new vs. former platform levers.
Review Checklist
Internal folder review checklist and protocols for assessing families in the new platform.
User Training
1-hour training in your new platform with a collaborative review of a family’s folder.
Ready to Navigate Your Platform Transition?
Let us guide you with clarity, precision, and purpose. Your school deserves a transition that honors your mission — not just a system swap.
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