Financial Aid Management Solutions

It seems like every day there’s a new process needed to help students navigate their borrower journey. Financial Aid Management Solutions from Inceptia streamline the requirements that can frustrate your students and chip away at your schedule. It’s time to get back the time you need for what matters most — helping your students.

Freedom from time-consuming tasks and processes.

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Secure SolutionsWe’re dedicated to protecting the security

of all data and the privacy of student

borrowers. All contacts and communication

are monitored for accuracy, service and

compliance. A secure website is used for

uploading data and reviewing reports.

Inceptia is a TECH LOCK® Certified: Service

Provider. Tech Lock Incorporated, a nationally

recognized data security and regulatory

compliance firm, has awarded its certification to

NSLP for compliance with FIPS 200 (Minimum

Security Requirements for Federal Information

and Information Systems) and FISMA NIST

SP800-53 rev 4 (Recommended Security

Controls for Federal Information Systems).

Verification GatewayTransforming verification to give you time savings and flexibility.

Verification Gateway pairs a fully automated process with

the flexibility of optional personal interaction, to offer

the industry’s smartest and most innovative verification

outsourcing solution. Students and parents can quickly and

securely navigate verification via our mobile-ready, self-help

web portal. Reducing the paperwork load for your staff means

more time to focus on students.

Better for Students and Parents• Options available for e-sign and text reminders

• Built-in web-enabled forms and secure

document upload

• Document upload 24/7 from any device

• Toll-free help for any questions

Better for Schools• Determine awards faster

• 20 - 35% lift in completed verifications

• 80 - 90% reduction in call volume to financial aid office

• Staff can view student progress via real-time reporting

Proven EffectivenessVerification Gateway offers schools a means to award students

faster, reduce your compliance risk and incoming call volume, and

increase efficiency – all while improving student satisfaction.

IntegrationVerification Gateway is integrated with most major FAM systems, including, Banner, Colleague, PeopleSoft and PowerFAIDS, to streamline and expedite office processes.

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NPC AdvisorHelping students make better decisions with more inclusive data.Presenting all of the information needed for a useful

net price calculation can be a daunting task, and it’s

a federal requirement. NPC Advisor makes collecting

the information to estimate net price simple and

straightforward. Paired with family and student input,

NPC Advisor will help you give students more inclusive

view of your school’s cost of attendance so they can

make informed financial decisions.

Provides Easy AccessProvide a mobile friendly, easily accessible and

intuitive tool that promotes better financial decision

making and follows your school spirit.

Ensures a More Accurate EstimateYour programming is unique and so are your students.

Add the information your students need to make their

most-informed decisions.

Increases Efficiency Loading information into NPC Advisor is an easy

process that allows you to determine your variables

once and let the tool do the rest.

Builds Trust Comparing the net price of school attendance can be

daunting. Setting expectations up front helps your

prospective student plan for their future and protect

possible default rates.

Award Letter AdvisorOpening the door to enhanced student communication.

Selecting a major. Choosing classes. Picking the right

roommate. College is a series of difficult decisions for

your students – choosing to attend your institution

should be easy – and that starts with the award letter.

Award Letter Advisor helps you open the door to

enhanced student communication early in the financial

aid process, when clear and concise information is

needed most. Award Letter Advisor walks students

through an interactive, personalized experience

increasing understanding of the full financial scope

of college.

Enhances the Student ExperienceExpanding on the traditional award letter, Award

Letter Advisor delivers customized, easy to understand

information to your students’ favorite devices, along

with resources for continuing financial education. Think

of it as a financial wellness welcome package, getting

students started on the right foot for an informed

college experience.

Boosts EnrollmentReceiving timely award information can be a deciding

factor in the college selection process. Be the first to

distribute your letters with an automatically populated

dynamic layout, and upload files as often as you like to

provide the most current information for your students.

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Form InnovatorCreating intuitive forms to gather student information and increase efficiency.

Gathering student information is a constant task and

often done through paper forms that require work for

your office to track and input information. Inceptia’s

Form Innovator helps your staff gather information in

an intuitive, automated way – making it easy for you to

electronically gather the information and signatures you

need from your students.

Maximizes FlexibilityFlexible form options allow you to use Inceptia’s supplied

forms, create your own through a simple wizard-like tool

or upload fillable PDFs.

Eases Student InteractionStudents can access forms anytime through one

central portal.

Increases EfficiencySave time and money by avoiding scanning forms and

indexing information to student files. Superior Client Service and ReportingThe Inceptia Client Service team is here

to support you every step of the way

beginning with a detailed onboarding

process to review our products in detail,

review reporting and setup all promotional

marketing materials.

We follow-up the onboarding call 30

days later to again review reports, track

progress and answer questions.

Over the course of our partnership, the

Client Services team will maintain close

communication with your team to review

progress and provide assistance. The team

is available by phone and email to support

your needs.

Working smarter, not harder, is at the

heart of every solution Inceptia offers. Our

commitment to uncomplicating processes,

combined with our goal of creating the

best user experience for you and your

students, means you can count on us to be

your efficient, forward-thinking partner in

managing your workflow so you can build

human connections.

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Loan Summary Increasing borrower awareness.

Loan Summary provides just the nudge your students need,

at just the right time, to make informed borrowing decisions.

Modeled after successful “debt letter” initiatives from across

the country, Loan Summary bridges the gap between entrance

and exit counseling to help students better understand the

connection between current borrowing and future outcomes.

Promotes Positive Contact with Financial Aid OfficesMore informed students know when to reach out, meaning more

opportunities to offer support throughout the student lifecycle.

Whether it’s identifying issues or simply providing a stronger

sense of attachment to the institution, the effect is a positive

impact on student persistence.

Boosts Course Completion and Corresponding RetentionStudents that are in control of their financial futures can

better manage their other priorities which leads to increased

course completion, increased credits completed, overall

persistence, and, interestingly, an increase in Grade Point

Average – all contributing to greater retention rates that

lead to degree attainment, a positive for both students and

institutional revenue.

Improves Borrowing BehaviorsWhen used in conjunction with financial education

programming, students leave school with more manageable

levels of debt and a sense of empowerment to build financial

wellness. For schools, this can contribute to future outcomes

like improved Cohort Default Rates – a positive as schools

face increased repayment scrutiny via resources like the

College Scorecard.

Fulfills State-to-State Regulatory RequirementsLoan Summary satisfies state reporting requirements where

laws have been passed requiring such communication.

The simple act of providing

loan summaries can change

the trajectory of a student’s

financial future.

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Manages the Academic PlanSome schools require an Academic Plan to supplement

the appeal process. SAP Advisor provides an online portal

where students and advisors can communicate virtually to

build and monitor the plan.

Increases EffectivenessBy automating the document collection and review

process, SAP Advisor increases the efficiency of your

faculty, advisors and financial aid office. By empowering

today’s students through the self-service, intuitive online

solutions they expect, you’ll see an increase in student

satisfaction and retention.

SAP AdvisorEffectively managing the Satisfactory Academic Progress process and appeals.

Satisfactory Academic Progress warnings and appeals

often present a complex, confusing situation for students

— including the steps required for the appeals process, if

they have that option.

SAP Advisor offers a fully automated online solution and

provides students, faculty and the financial aid staff the

tools to effectively manage the SAP process and SAP

appeals quickly and seamlessly.

Streamlines the Appeal ProcessSAP Advisor provides a dynamic platform for students

to guide them through the appeal process via automated

electronic appeal submission. For schools that have tasked

a committee to review appeals, this solution facilitates

and speeds the process by allowing committee members

to vote on appeal submissions remotely.

SAP Advisor Guides students

to gather more acceptable and

complete information, personalized

toward the specific appeal situation.

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PJ Advisor Uncomplicating professional judgment requests for faster resolution.

The substantial time and effort required to prepare a

professional judgment is only expected to grow. Students

with circumstances affecting their financial situation have

a single, easy-to-use online access point to provide the

information needed to request a professional judgment.

An Intuitive, Step-by-Step Approach to Professional Judgment

• Students select the situations that apply to their

appeal and are asked to provide relevant details

about their request.

• Students receive a task list of required

documentation and can choose email reminders

to keep them on track.

• Information is uploaded or entered directly into

PJ Advisor.

• When documentation is complete, applicants print,

sign and upload a signature page.

• Once Inceptia reviews the application for accuracy

and completeness, the school is notified and can

download the final applicant binder for evaluation

and determination.

Encourages ActionPJ Advisor is a self-service, online solution that

empowers students to take the steps they need to keep

moving forward. With automated document collection

and review, PJ Advisor makes the PJ process less

daunting for your students and more efficient for you.

Talk to Us

To learn more about the full capabilities of

our Financial Aid Management Solutions,

contact your strategic business director, call

888.529.2028 or visit Inceptia.org.

We uncomplicate financial aid.

Inceptia is a nonprofit organization committed to innovative, effective and uncomplicated solutions for financial aid

management, smart borrowing, default prevention and financial education.

/FinAveinceptia@inceptiainceptia.org 888.529.2028

© 2019 Inceptia 02.19