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Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

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Page 1: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender
Page 2: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

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

Page 3: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

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

Page 4: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

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

Page 5: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Survey Process

Page 6: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

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:

Page 7: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Login & Main Menu

Page 8: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Preferences

Internaluse only

Externalused in survey

Page 9: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Include?

Create Survey – Questions

Page 10: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Add Questions

Page 11: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Assign Weights

Page 12: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Assign Ratings

Page 13: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Edit/Remove Questions

Page 14: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

EDIT

Create Survey – Manage Questions

Page 15: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Complete Survey

Page 16: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Distribute Survey

Page 17: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Distribute Survey

Page 18: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Create Survey – Survey Lists

Page 19: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Response

Page 20: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Invitation

Page 21: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Electronic User Agreement

Page 22: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Information

Page 23: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Questions

Page 24: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Submit Response

Page 25: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Print Response

Page 26: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Download Response

Page 27: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Submit Confirmation

Page 28: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Survey – Main Menu for Lenders

Page 29: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

List Surveys (Registered Users)Lender Survey –

Page 30: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Response Evaluation

Page 31: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Responses

Select Survey

Page 32: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Select Lender

Lender Responses

Page 33: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Lender Responses – Assign Ratings

Page 34: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Evaluate Responses – Survey Results

Page 35: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Evaluate Responses – Survey Results

Page 36: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Evaluate Responses – Survey Results

Page 37: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports

Page 38: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Main Menu

Page 39: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports – Weights and Ratings

Page 40: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Select Survey

Select Lender

School Reports – Lender Scorecard

Page 41: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports – Lender Scorecard

Page 42: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports – Lender Scorecard

Page 43: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports – Distribution Lists

Page 44: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports – Single Question

Page 45: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

School Reports – Single Question

Page 46: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

Review the process

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

Page 47: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

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

Page 48: Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender

© 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