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How to Write Folder Review Notes Your Future Self will Appreciate

How to Write Folder Review Notes Your Future Self will Appreciate

by Jordan Brewer | Dec 9, 2025 | Folder Reviews, Protocols

You know that moment when you finish a financial aid folder review and think, “Oh, I’ll remember this!” Fast-forward two weeks. Committee meetings are around the corner, the folder is back on your screen, and suddenly it’s more like, “Wait… um, what was going on...
7 Steps to Avoid Surprise Calculation & Budget Plot Twists

7 Steps to Avoid Surprise Calculation & Budget Plot Twists

by Anita Harper | Oct 22, 2024 | Platforms, Policies

Make It a Blockbuster Move. Despite similar characters, formulas are not all scripted the same.   Switching financial aid platforms could turn into a plot twist you didn’t see coming. Each platform has its own unique methodology, and without careful planning, these...
The Appeal Process: Two Pathways for Success

The Appeal Process: Two Pathways for Success

by Alisa Evans | Feb 28, 2024 | Appeals, Best Practices

Just as the frenzy of the financial aid season begins to settle, a new challenge often emerges: Family appeals. Once award letters reach eager families, it’s not uncommon for some to request a second look at their financial aid packages. When that happens (and it...
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