Getting Started Dashboard Overview Managing Your Finances Personalizing Your Profile Education Advisor offers a user-friendly platform that empowers students and parents to make informed decisions about their educational journey. By following this high-level overview, you can confidently navigate the platform and utilize its features to create a personalized roadmap to success. We hope you found […]

Signing Up Dashboard Overview Understanding User Roles Student Management Reporting and Settings Our application provides a robust set of tools to efficiently manage your educational institution. Whether you’re an owner, manager, or employee, you can tailor your interactions with students and monitor your institution’s performance. If you have any questions or need further assistance, please […]

The Basics of Rating Calculation Exploring the Rating Scenario Impact of Adding Loans on DTI Maximizing Scholarships Exploring Career Options your education rating is a powerful tool that assists you in assessing the financial aspects of your educational journey. It’s primarily based on the debt to income ratio and can be customized to reflect your […]

Connecting with Educators Begin by heading to the “My Educations” section under the “Application Center” in the left hand sidebar. Exploring Your Educator’s Profile Streamlining Communication

Adding and Editing Employees Start by navigating to the “employees” section of the left hand navigation bar. From here you can see all you employees and do things like: Switching Primary Users In cases where multiple individuals share ownership or management of an account, the primary user’s email is linked to payments. You have the […]

Getting Started Start by navigating to the “students” section of the left hand sidebar. When you first log in to the application’s student section, you’ll be greeted with two tabs: “All Students” and “Assigned Students.” If you’re an employee, you’ll primarily interact with the students assigned to you. If you are a manager or admin […]

Interacting with your institution/business settings In the left hand side panel navigate to the “business settings” section and click “details”. You should see a page that looks like above. In this section of the application you can: Interacting with your account settings In the left hand side panel navigate to the “profile settings” section and […]