Get every selected student verified and awarded before classes start
A ready-made financial aid workflow for colleges. Students and parents fill out, upload and accept in your portal. Your aid office verifies and awards.
- Steps
- 11 steps
- Typical length
- 2 to 4 weeks
- Who’s involved
- Student, Parent or spouse, Financial aid officer
- Works with
SharePoint
Google DriveLoom
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Open the file
2 steps - 2
Collect documents
3 steps - 3
Review and correct
2 steps - 4
Award offer
2 steps - 5
Finish up
2 steps
Verification stalls on a parent's transcript
The worksheet came back in a week. The award waits until a parent finds last year's tax records.
A checklist for each file
Your officer picks what this student and contributor owe, not every possible document.
Everyone sees their own part
Parents and spouses get their own requests and see only their own files.
Nudges until it's in
Students and parents get reminders until every item is in. Your office stops calling.
- Complete the verification worksheet
- Upload tax transcripts or returns
- Confirm identity and educational purpose
- Read the award letter
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's every step between a student being selected for verification and an accepted award, run the same way for every file. In Hubflo, student and parent steps show up in their portal and your aid office's steps show up as tasks.
