Staying on Track Saves Your Clients Thousands

with In-College Payer

  • Minimize student debt at graduation
  • Helps plan for graduate school
  • Improves debt structure decisions
  • Reduces assets withdrawals
  • Client value that is not portfolio driven

The Best Way to Save Money Is to Graduate on Time

Retain clients by lowering their college costs using funding, tax and debt structuring strategies.  With this advice, you can add ten of thousands of dollars in additional assets that can be used for retirement planning

Features

Project Final Cost

Using current costs, financial aid and family timeline we estimate the net cost at graduation

Track Current Debt

Easily import federal loans from NSLDS & manually input other student loans

Calculates Loan Repayment

Calculates and displays all 9 federal loan repayment options

Generates Financial Future

Displays income & personal expenses after graduation to engage the student in financial realty

Coaching Videos

Step-by-step educational videos for college funding and student loan topics

Improved Debt Structure

Proper debt structure will limit client’s loan liability and improve the student’s repayment and forgiveness options

Features

Project Final Cost

Using current costs, financial aid and family timeline we estimate the net cost at graduation

Track Current Debt

Easily import federal loans from NSLDS & manually input other student loans

Calculates Loan Repayment

Calculates and displays all 9 federal loan repayment options

Generates Financial Future

Displays income & personal expenses after graduation to engage the student in financial realty

Coaching Videos

Step-by-step educational videos for college funding and student loan topics

Improved Debt Structure

Proper debt structure will limit client’s loan liability and improve the student’s repayment and forgiveness options

Why PayForED's College Funding Software?

With national college graduation rate less than 40% after 4 years, the risk of increased cost for your clients is high. Our approach provides the information you need, so your clients can avoid excessive student loans and help them retain their assets.

Robust Reports

Generates personalized charts and data by college in a simple format. We take the complexity out of college funding.

Customized Branding

Allows advisors to white label the reports and input custom disclaimers.

Customer Retention

Our Steps to Success platform helps advisors retain clients with answers during multi-year financial decisions years.

$50/month per Advisor.
Includes all three solutions!

Institutional Pricing Available

PayForED's Steps to Success

Student loans and repayment are not a single decision but a series of decisions that determine a person’s and family’s financial future.

College Cost Analyzer

Help your clients save money by discovering and comparing the best college value and loan options.

In-College Payer

Keep your clients on track by minimizing debt at graduation and avoiding costly mistakes.

Student Loan Repayer

Generate all your client’s student loan and repayment options to maximize their financial future.

Hear what customers are saying

Find out how PayForED can help transform your practice.

Complete the form below and we’ll be in touch soon.