Platform Transitions
Safeguard calculations and your budget from impactful waves when changing financial aid assessment tools.
YOUR COMPASS FOR CHANGE
Not All Formulas are Alike.
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, our Platform Transition Program is the ultimate compass to guide you through a smooth transition experience 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.
FAIR WINDS AND FOLLOWING SEAS
Platform Transition Program
Current Portfolio Assessment
Aid Distribution
Assess aid distribution by income level, family size, and assets/liabilities. Confirm formula levers are dialed in to support returning families.
Expense Levers
Analyze platform expense levers in place compared to actual family spending and evaluate settings and protocols in use for their viability.
Lever Configurations
Use up to five files to offer lever configurations that support this group with no major budget impacts and can be carefully applied based on goals.
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 the new platform with a collaborative review of a family’s folder.
Switching? We can help.
Space is now open in our 2025-2026 Financial Aid Season programs. We can help you avoid the unexpected with your new platform this season.
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