2. 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

3. 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

4. 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

5. School Survey Process

6. 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:

7. School Login & Main Menu

8. Create Survey – Preferences Internal use only External used in survey

9. Include? Create Survey – Questions

10. Create Survey – Add Questions

11. Create Survey – Assign Weights

12. Create Survey – Assign Ratings

13. Create Survey – Edit/Remove Questions

14. EDIT Create Survey – Manage Questions

15. Create Survey – Complete Survey

16. Create Survey – Distribute Survey

18. Create Survey – Survey Lists

19. Lender Response

20. Lender Survey – Invitation

21. Lender Survey – Electronic User Agreement

22. Lender Survey – Information

23. Lender Survey – Questions

24. Lender Survey – Submit Response

25. Lender Survey – Print Response

26. Lender Survey – Download Response

27. Lender Survey – Submit Confirmation

28. Lender Survey – Main Menu for Lenders

29. List Surveys (Registered Users) Lender Survey –

30. Lender Response Evaluation

31. Lender Responses Select Survey

32. Select Lender Lender Responses

33. Lender Responses – Assign Ratings

34. Evaluate Responses – Survey Results

37. School Reports

38. Main Menu

39. School Reports – Weights and Ratings

40. Select Survey Select Lender School Reports – Lender Scorecard

43. School Reports – Distribution Lists

44. School Reports – Single Question

46. Review the process Create the survey Distribute the survey Lender responds to survey Review and evaluate lender responses Finalize survey results and make determinations

47. 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/listassisthttp://www.tgslc.org/products/listassist

48. © 2007 Texas Guaranteed Student Loan Corporation To order additional copies, or to request permission to reproduce any of the information provided, please call TG Communications at (800) 252-9743. 0710-35017