Platform Transition
Safeguard your calculations and budget from impactful waves moving from one financial aid assessment tool to another.
No Two Methodologies are the Same.
Changing from one assessment tool to another goes beyond a new account sign-on and application process. Despite similar variables, each one has a unique methodology. It requires a lot of effort and formula know-how to ensure there isn’t a big change in the calculated capacity to pay for returning and new families in the future. How do you prevent significant calculations or budget swings when moving from one to another?
At Mission Enrollment, we made it our mission to master the ins and outs of every leading financial aid platform and, more importantly, each unique formula. We don’t just talk the talk. Our team works on each system daily, supporting schools and their families. If you are changing platforms, this program is the ultimate compass to guide you through a smooth transition experience and prepare your new assessment tool for the 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 adequately dialed in to support returning families.
Expense Levers
Analyze assessment tool 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 to support this group, has no significant budget impact, and can be carefully applied based on program goals.
File Review Procedures
Policy Guide
Internal financial aid policy guide for your school, including new platform levers vs. former platform levers.
Review Checklist
Internal folder review checklist and review protocols for assessing families in the new platform.
User Training
One-hour user training in the new platform, including a collaborative review of a family’s folder.
Making a Switch? 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.
FA PROGRAMS
QUICK LINKS
CONNECT
