YOUR COMPASS FOR CHANGE
Platform Transitions
Safeguard Family Calculations and Your Budget from Impactful Waves.
FA Formulas are Not All 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, 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.
FAIRWINDS AND FOLLOWING SEAS
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 platform expense levers in place compared to actual family spending and evaluate settings and protocols in use for their viability.
Lever Configurations
Using up to five files, offer lever configurations supporting this group: 1) no major budget impact and 2) 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 your new platform with a collaborative review of a family’s folder.
Switching platforms?
Make the leap with confidence. Skip surprises and sail smoothly to your new financial aid platform.
FA PROGRAMS
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