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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