Colleague® Self-Service Financial Aid

Students need help navigating the financial aid process. Counselors need to spend their time more efficiently and strategically. Colleague® Self-Service Financial Aid is an automated, online checklist that keeps everyone on track and up to speed.

Simplify the student financial aid process

Empower students

Empower students

Help students own each stage of the financial aid process.

Enhance support

Enhance support

Ensure counselors spend less time providing information and more time helping students solve problems.

Increase enrollment

Increase enrollment

Help students get aid packages faster and easier, smoothing the path to enrollment.

Improve transparency

Improve transparency

Let students see their awards status, known issues, actions required, and current balances.

Features

Interactive checklist

Interactive checklist

keeps students on track to receive financial aid.

  • Each step in the application process is clearly laid out
  • Status indicators show which requirements have been met and which require further action
  • Links to relevant external sites, such as the student portal for uploading documents, are prominently displayed
Current status alerts

Current status alerts

keep action items front and center.

  • Recent activity, missing documents, or other requirements pop up on login screen to keep the process moving
  • Links take students directly where they need to be to resolve issues or complete next steps
  • Students can review and accept awards directly from the self-service tool
Self-service loan management tools

Self-service loan management tools

put students in driver’s seat.

  • Students can request, review, and track loans online
  • Estimated attendance costs help determine the right amount of aid to request
  • Balance after loan amount makes personal financial responsibility clear
Satisfactory Academic Progress (SAP) notifications

Satisfactory Academic Progress (SAP) notifications

help students understand when current status affects their aid.

  • Academic requirements associated with financial aid are transparent and easy to understand
  • Progress against minimum requirements are clearly displayed to help students correct problems before it’s too late
  • Detailed progress reports are available by semester
Online award letters

Online award letters

allow students to review and accept awards through the self-service tool.

  • Students have greater access and award management options
  • Choice to lower the loan amount is also available online, reducing the tendency to over-borrow
  • Electronic award letters reduce paperwork for the financial aid office
  • Institutions can customize award letters with school logo
Mobile responsive design

Mobile responsive design

makes it easy for students to manage financial aid on their own terms.

  • Students can access their checklist, awards, and application from any device, smart phone, or tablet and get the same great experience
  • With one touch, students can send an email or call the financial aid office from their phone

How it works

Colleague Self-Service Financial Aid guides students through the financial aid process via an intuitive, web-based process and interactive checklist. From a desktop or mobile device, students can view each step of the application process, along with clear instructions on documentation or additional steps required to reach their goals and move on to enrollment.

Solution Sheet

Who is using Colleague Self-Service Financial Aid?

More than 230 institutions use Colleague Self-Service Financial Aid to guide students through the financial aid process.