Back Office Support

No need to become a college planner to participate …

No need
to become a
college planner
to participate …

No Extra Admin Work for You

You don’t have to become a full-time college planner to enjoy the benefits from the industry’s most reliable door-opener and relationship-builder: college planning.  However, you do need a structure, experience, and support behind you.

Delivering College Planning

There is nothing more important to parents than their children.  If you start the conversation with college planning, delivering college planning is a must!

That’s why we work exclusively with College Funding Solutions, Inc. (“CFS”) for all of our Advisors’ back office, heavy lifting, college planning needs.  CFS has been assisting families since 1993 and has extensive ‘hands-on’ experience in working with tens of thousands of families.

Three Key College Planning Elements

Effective college planning is made up of three components:

  • Educational
  • Social
  • Financial

Although your financial component is extremely important, delivering a well-rounded college planning program is vital.

We are very pleased with the assistance we received from CFS. Our son was able to receive an additional $5,000 scholarship, per year, from Yale University. We can’t wait to get signed up for next year. Thanks again for all your help.

The Sanderson Family

Thanks for all you and your company have done to make our son’s dream school come true!

The Collette Family
Comprehensive College Planning Program

The eCollegePro Family Suite, offered exclusively through CFS, is today’s most economically managed college planning program that is packed with essential guidance and procedures; all delivered in a direct, no-nonsense, easy-to-follow format.

eCollegePro Building Blocks

Timelines, Procedures, Reminders, & Links

With the eCollegePro Family Suite, students and families have access to a ‘foundational’ web-based monthly four-year high school timeline with all information and processes delivered from their point of view.

The interface is loaded with important procedures, reminders, and resource web links, including:

  • Building the Student’s Resume’
    • AP Classes
    • School & Community Activities
    • Summer Employment
  • Career Options
    • Talking with Those in the Field
    • Unlimited Online Access to Nation’s Top Career Planning Platform
    • Job Shadowing
  • PSAT / SAT / ACT
    • Testing Dates & Registration Details
    • Comprehensive Online PSAT, SAT, & ACT Test Prep Courses
  • College Search & Selection
    • Personalized, Custom-Tailored Online Search & Tracking
    • College Fairs
    • Admission Apps
    • Campus Visits
  • Funding Procedures
    • CSS/Profile
    • FAFSA & FSA ID
    • Student Aid Report (SAR)
    • Award Letter Evaluations & Appeal Procedures
    • Student & Parent Loan Programs

Helping the student stay on track, make the best use of their time, and ultimately get the best college education for the money are all much easier with the structured resources in the eCollegePro Family Suite.

eCollegePro Personalized Consultation

With eCollegePro, families are also able to consult directly with the CFS Family Service Center on an hourly basis regarding advanced procedural topics, including:

  • Volunteer Work
  • AP Classes
  • Extracurricular Activities
  • Admission Applications
  • Letters of Recommendation
  • Early Decision – Yes or No?
  • Campus Visits
  • Impact of Private Sector Awards
  • Merit Aid vs. Need-Based Aid
  • Admission & Teaser Offers
  • Funding Procedures
    • In-depth FAFSA & CSS/Profile Strategies
    • Student Aid Report (SAR)
    • Expected Family Contribution (EFC)
    • Adding a College
    • Student Aid Deadlines
    • How Colleges Retrieve Data
    • Award Letter Evaluations & Appealing
  • Housing Deposits
  • Final College Selection Procedures & Deadlines
Seamless, Web-Based Data Gathering and Reporting

Not only does CFS guide your client families systematically through the entire process, they also incorporate web-based applications which allow them to gather your clients’ financial data, evaluate their current status, and effectively track progress.  This information is shared with you, in real-time, through their proprietary DASO College Planning Software.

The seamless data integration works perfectly, allowing you, as an Advisor, access from any connected device.  Families are also able to see the results, in real-time, online through a secure portal.  This also helps solidify the team approach CFS incorporates with families, which is so vital throughout the process.