For Attorneys and Financial Advisors

Intake – Acquire your clients information faster and more conveniently

Do you find the intake process challenging? So do nearly 50% of your colleagues. The first step in assisting your clients is to gather critical information. Send a branded email to your client so they can immediately answer the questions necessary. The email and intake pages are branded as if it was your own website. This intake allows your clients to easily answer questions and upload their student loan data (NSLDS) used for the analysis, forms, and follow up tasks.

Analysis – Understanding your client’s situation has never been easier

Your client’s information is broken down into an easy-to-read presentation, simplifying the review process. Quickly understand their options identifying those they qualify for. Test various scenarios to see which work best for your client and decide upon the strategy to implement.

Document Prep – One-click document preparation saves you time and money

According to Statista, document management has a major impact on law firms, worldwide. Student Loan Toolbox helps you save significant time on each student loan case by automating the process. Once you complete the analysis and determine the strategy best suited for your client’ goals, the software for attorneys populates the necessary forms. Whether you need a Consolidation, Recertification, IDR, or other forms, just click and your forms are ready.

Secure Document Transfer – Keep client data secure

Our Secure Document Transfer enables you and your clients to upload and download documents securely. Using both password and encryption level security, all documents are secure and a record of each upload and download are automatically recorded for your records. Automatic reminders tell you when your clients have uploaded documents, so you don’t need to waste time checking over and over.

Administration & Reporting – Never miss a step

Each program you conduct for your client (Consolidation, Rehabilitation, IDR, etc.) has a step-by-step procedure built into the Student Loan Toolbox from the initial contract through tracking and confirming completion. As steps are performed, progress reports are updated in the Dashboard and Program Reporting module. The dashboard will tell you the status of each and every client, the step of their program and if they are on-time or falling behind! Never guess where your client is in the process and better manage and prioritize your workload.

Follow-Ups – Let productivity software for attorneys and financial advisors chase your clients

Student Loan Toolbox has automatic reminders at every step for both you, your staff, and your clients. No need to send emails chasing your clients for documents, signatures, or other items when Student Loan Toolbox does that for you. Automatically remind your clients when it’s time for renewal, recertification, or other tasks. Case Managers are notified when clients complete their tasks so they can keep everything moving. The reminders are automatically sent branded as your business.