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Student Loan Advising

The complete business development solution for financial advisors of clients who have student loans

Grow Your Financial Practice

Service a massively large market of high value clients

Software For Advising Student Loan Borrowers

Features

Calculate repayment options

In one click, calculate the repayment options for different income base repayment plans: ICR, IBR, PAYE, REPAYE, Extended Term.

Import Loan Data

Connect to the NSLDS database to retrieve the latest data on the client’s Federal Student Loans.

Calculate Loan Forgiveness Impact

Quickly identify the impact of student loan forgiveness and help the client develop a plan if this is a goal

Scenario Creator

Create and evaluate multiple client scenarios based on inputs of family size (Current and future), current and projected income. Easily run future scenarios and comprehensive client consultations.

Provide Client Illustrations

Detailed analysis provides comparisions of programs, percentage of payments to income, balance amortizations. Create PDF documents for delivery to clients.

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