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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
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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
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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
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School Survey Process
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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:
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School Login & Main Menu
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Create Survey – Preferences Internal use only External used in survey
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Include? Create Survey – Questions
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Create Survey – Add Questions
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Create Survey – Assign Weights
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Create Survey – Assign Ratings
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Create Survey – Edit/Remove Questions
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EDIT Create Survey – Manage Questions
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Create Survey – Complete Survey
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Create Survey – Distribute Survey
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Create Survey – Survey Lists
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Lender Response
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Lender Survey – Invitation
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Lender Survey – Electronic User Agreement
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Lender Survey – Information
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Lender Survey – Questions
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Lender Survey – Submit Response
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Lender Survey – Print Response
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Lender Survey – Download Response
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Lender Survey – Submit Confirmation
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Lender Survey – Main Menu for Lenders
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List Surveys (Registered Users) Lender Survey –
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Lender Response Evaluation
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Lender Responses Select Survey
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Select Lender Lender Responses
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Lender Responses – Assign Ratings
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Evaluate Responses – Survey Results
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School Reports
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Main Menu
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School Reports – Weights and Ratings
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Select Survey Select Lender School Reports – Lender Scorecard
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School Reports – Distribution Lists
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School Reports – Single Question
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Review the process Create the survey Distribute the survey Lender responds to survey Review and evaluate lender responses Finalize survey results and make determinations
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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
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© 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
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