Staying on Track Saves Your Clients Thousands
- Minimize student debt at graduation
- Helps plan for graduate & medical school
- Improves debt structure decisions
- Reduces assets withdrawals
- Client value that is not portfolio driven
with Degree Payer
The Best Way to Save Money Is to Graduate on Time
Help retain clients by reducing the overall cost of college, graduate, and medical education through coordinated funding, tax, and debt structuring strategies. This guidance can also free up tens of thousands of dollars in additional assets that may be redirected toward 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 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, graduate funding, & 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 the national four-year college graduation rate below 40%, clients face a heightened risk of rising education costs and extended timelines. Our approach equips you with the insights needed to help clients avoid excessive student borrowing, remain aligned with OBBB loan limit compliance requirements, and preserve 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 decision years.
PayForED's Steps to Success
PayForED helps guide clients step-by-step toward success across college, graduate, and medical school planning—recognizing that this is not a single decision, but a series of evolving financial choices.
College Cost Analyzer
Help your clients save money by discovering and comparing the best college value and loan options.
Degree Payer
Keep your clients on track by minimizing debt at graduation and avoiding costly mistakes by using repayment & budget tool.
Student Loan Repayer
Generate all your client’s student loan and repayment options & tax analysis to maximize their financial future.
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Find out how PayForED can help transform your practice.
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