1. Student Debt Solutions
Todd Meyers, Chief Technology Officer

2. Today’s Agenda
What are the biggest challenges facing the student loan relief industry today?
Why Do You Need a Software Solution?
What Makes Student Debt Solutions Different?
Key Features
Client Portal Capabilities
The Management Portal Workflow
Administration + Support

3. What are the biggest challenges facing the student loan relief industry today?
Regulatory Agencies
Subject Matter Complexity
Intake and Marketing Costs
Deteriorating Value Proposition of Consolidation
Shrinking Margins

4. Why You Need a Compliant and Auditable Software Solution
Student loan regulation is complex.
It takes a long time to provide a thorough, accurate analysis.
Regulators are scrutinizing service providers more than ever
Provide clients with a high quality, meaningful engagement

5. What Makes Student Debt Solutions Different?
Provides near instant expertise in student loan regulation
Consistent, auditable results
Thorough analysis = client peace of mind
Student Debt Solutions is marketing friendly
Can be integrated into any website, landing page or CRM system
Unlimited number of pricing tiers for multiple service lines
Opportunity for revenue diversification
100% created, developed and hosted in the U.S.A.

6. Key Features Advanced SLADE™ Logic Engine
24/7 Client Intake from Website
White Label Ready
Simple Implementation
Customizable Messaging
Nationally-Accredited SME Support
Integrated eSign and Merchant Services
Robust API Capabilities
Powerful Reporting and Analytics
Technical Support, Documentation and User Forums
Mobile-Friendly PaaS Built on Cloud Technology

7. How it Works

8. Student Loan Advanced Decision Engine - SLADE
The SLADE produces a questionnaire customized for each client according to
their intake information.
the uploaded NSLDS file.
how other questions are answered.
Questions pulled from a bank of over 700 questions. The questionnaire can range from questions based on the complexity of the file.
Key Intake Information:
Adjusted Gross Income (AGI) from last year’s taxes
Monthly Gross Income
Family Size
Marital Status
NSLDS File (51 data points)

9. Simple Client Intake
Client Portal
Management Portal
Same Results

10. Client Portal Capabilities

11. The Client Portal Page System-Hosted Portal
Each agency has access to a portal that is available for client use. Every service (price) tier is provided a landing page.
Customization Capabilities
Logo
Pricing

12. The Client Portal Page (Custom)
Custom Client Portal Pages
Since the portal is an iFrame, it can be easily incorporated into custom webpages.
Allows for more robust customization.
Seamlessly integrate with existing web properties.
Pages are hosted internally so the page URL doesn’t change and the client never knows they left your site.
An iFrame in the wild.

13. Direct-to-Consumer Capabilities
The versatility of the iFrame and the advanced SLADE™ logic engine mean that businesses may choose to offer a direct-to-consumer product for self-directed clientele.
Client receives all qualified solutions.
No additional contact required
Ability to upgrade to full service.
Direct-to-consumer capabilities are a great solution for simpler cases.
High volume
Low cost

14. The Client Deliverable

15. Solution Sample
Cover
Introduction
Loan Summary

16. Solution Sample
Payment Calculators
Solution Description

17. Solution Sample
Next Steps
Thank You

18. Management Portal Capabilities

19. Management Portal Overview
The management portal includes several key areas to facilitate case and business management.

20. Agency Settings This is where the business is controlled from. Pricing
Branding
Customization
eSign Agreements

21. Agency Settings – Price Tiers
Unlimited number of price tiers
Default landing page is provided
Businesses set their own price for every service offering
No price ceilings

22. Agency Settings – Branding
Easily customize the final analysis report that the client receives.
Logo
Footer Color
Tagline
Content Sections
(Default content is provided.)

23. Case Management in the Portal
Easily
Access
Assign
Edit
Client Records
The option to transfer (sell) a case is also present

24. Individual Case Management in the Portal
Solution Filtering
Choosing which qualified solutions to include in the final report deliverable is as simple as drilling down into individual solutions and reviewing the eligible loans.
The system makes it simple – only loans that are eligible are listed under a specific solution.

25. Individual Case Management in the Portal
Dive into data from the client’s NSLDS file.
Analysis as provided in de – actionable data Client Info NSLDS Info Repayment Estimation Calculator

26. Individual Case Management in the Portal
Instantly access repayment estimation calculators.

27. Individual Case Management in the Portal
Access the client’s analysis report(s).

28. Compliance and Support

29. Compliance Support
The entire directory of solutions can be produced to show:
Solution descriptions
Eligible loan types
Eligible loan status codes
Eligible origination dates
All qualifying questions

30. Technical Support
Submit tickets directly from the admin portal.

31. Subject Matter and Portal Support
Access support forums and help content at

32. Client Support
Client support is threaded through the application and is also available at

33. Questions?