Challenges of Lender List Creation Objective, analytical lender selections Documenting &...

Challenges of Lender List Creation

• Objective, analytical lender selections• Documenting & defending your lender selections• Collecting & administering lender responses in

multiple formats, i.e. calls, e-mails, spreadsheets, survey tool

The Solution – List Assist

• Craft surveys using a library of questions– Suggested and reviewed by financial aid administrators

• Designed for capturing and objectively comparing information

• Increase confidence in the selection process

The List Assist process

• Create the survey• Distribute the survey• Lender responds to survey• Review and evaluate lender responses• Finalize survey results and make determinations

School Survey Process

School Responsibilities

• Determining survey participants• Defining Survey time line• Selecting and add questions • Assigning weights to questions and ratings to

lender responses• Downloading results for long-term storage

The School is responsible for:

School Login & Main Menu

Create Survey – Preferences

Internaluse only

Externalused in survey

Include?

Create Survey – Questions

Create Survey – Add Questions

Create Survey – Assign Weights

Create Survey – Assign Ratings

Create Survey – Edit/Remove Questions

EDIT

Create Survey – Manage Questions

Create Survey – Complete Survey

Create Survey – Distribute Survey

Create Survey – Distribute Survey

Create Survey – Survey Lists

Lender Response

Lender Survey – Invitation

Lender Survey – Electronic User Agreement

Lender Survey – Information

Lender Survey – Questions

Lender Survey – Submit Response

Lender Survey – Print Response

Lender Survey – Download Response

Lender Survey – Submit Confirmation

Lender Survey – Main Menu for Lenders

List Surveys (Registered Users)Lender Survey –

Lender Response Evaluation

Lender Responses

Select Survey

Select Lender

Lender Responses

Lender Responses – Assign Ratings

Evaluate Responses – Survey Results

Evaluate Responses – Survey Results

Evaluate Responses – Survey Results

School Reports

Main Menu

School Reports – Weights and Ratings

Select Survey

Select Lender

School Reports – Lender Scorecard

School Reports – Lender Scorecard

School Reports – Lender Scorecard

School Reports – Distribution Lists

School Reports – Single Question

School Reports – Single Question

Review the process

• Create the survey• Distribute the survey• Lender responds to survey• Review and evaluate lender responses• Finalize survey results and make determinations

Questions?

To learn more about TG List Assist… • Contact your TG Account Executive or Lender Consultant at

800-252-9743.• Go to http://www.tgslc.org/products/listassist

© 2007 Texas Guaranteed Student Loan CorporationTo order additional copies, or to request permission to reproduce any of the information provided, please call TG Communications at (800) 252-9743. 0710-35017