Tools to help grow your business
Welcome to the Student Loan Toolbox
The Student Loan Toolbox is a compilation of proven student loan law training, software, and support methods that form a complete solution for legal and financial professionals including marketing, operations, and administration.
Although you are not required to take the workshop or use the software, doing both propels you to the forefront of this industry and gives you everything you need to successfully consult with consumers, provide solutions, implement those solutions, and to do it in an organized and efficient manner while profiting.
ALL THE TOOLS YOU NEED
Learn how to successfully incorporate student loan services into your business.
The toolbox consists of several components and features to give you an end-to-end solution for assisting your clients with student loans.
Student Loan Law Training
Learn Everything You Need to Know
Learn about the Student Loan industry, including the various solutions, strategies, and options available to use when helping your clients. Our student loan law training is broken into two approaches; one for attorneys and one for members of the financial world. This training is conducted via the Student Loan Law Workshop which has been conducted since 2011 with more than 500 graduates. Attendance to a workshop is not required to use the Student Loan Toolbox software. Nor do you need to use the software to attend a workshop. Additional workshops may be offered in marketing and operations.
Understanding your client’s situation has never been easier!
Review your client’s information which is broken down into an easy-to-read presentation. 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.
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.
You no longer have to 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.
Acquire your client’s information faster and more conveniently!
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.
One-click document preparation saves you time and money!
Once you complete the analysis and determine the strategy best suited for your client’ goals, have the system automatically populate the necessary forms. Whether you need a consolidation, Recertification, IDR, or other forms, just click and your forms are ready.
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.
Get the help you need!
Student Loan Toolbox offers several types of support. Workshop graduates can participate in the list serv where they can share ideas, request perspectives, and discuss strategies that others have used successfully. Workshop graduates can also access the document bank which contains sample letters, marketing materials, and more. Get answers to your questions about the software, its use and how to maximize your efforts for the greatest return. Some support options are specific to those who take the Student Loan Law Workshop which is not required to use the Student Loan Toolbox software. Software support is provided free as part of your subscription.
Student Loan Law Training & Tools
The founder of Student Loan Toolbox has been practicing student loan law since 2008. In 2011, the Student Loan Law Workshop was launched to train legal professionals and financial advisors in the law, including how to find and administer solutions and options. It has continued to evolve, with more than 500 graduates, teaching professionals who want to help the 44 million borrowers and make money while doing it.
Sign up today or contact us to learn how to incorporate student loans into your business.