Challenges of Lender List Creation Objective, analytical lender selections Documenting & defending your lender selections Collecting & administering lender responses in multiple formats, i.e. calls, s, 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 Internal use only External used 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 – 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

School Reports

Main Menu

School Reports – Weights and Ratings

Select Survey Select Lender School Reports – Lender Scorecard

School Reports – Distribution Lists

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 Go to

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