Helping students reach their full potential with
Innovative Financial Aid Solutions
From fully automated IRS verification to interim staffing and compliance audits — every ProEd service is built by financial aid people for financial aid people, and integrates with any school system using very little IT resource.
- Work remotely
- Full or part-time
- Nationwide
- Flagship
01
Automated Verification Solution
ProVerifier+
ProVerifier+ Financial Aid Solutions is an automated verification solution that retrieves electronic tax data directly from the IRS within 72 hours of completing an e-Signed IRS Form 4506-T. Students and their parents do not have to obtain a tax transcript from the IRS. Let ProVerifier+ Financial Aid Solutions do the work for you!
- IRS tax data in 72 hours
- 350+ Smart Rules built in
- Mobile-friendly student portal
- Documents pushed to your imaging system
- New
02
Scholarship management, end to end
ProScholar
One platform to match, apply, review, award and renew. ProScholar connects every step of the scholarship lifecycle — from a nightly import of your student data through committee review and budget-aware awarding, to renewals that roll forward on their own.
- Automatic eligibility matching
- Weighted committee rubrics
- Budget-aware awarding
- Hands-off renewals
- Inbound & outbound
03
Fully staffed, financial aid trained
Call Center
A fully staffed call center for both inbound and outbound projects. Our Call Center provides extensive knowledge in financial aid and admissions processes. Our high quality customer care services allow schools to focus on operational processes. There are no setup or training fees. We bill on a per call basis; making us the most cost effective option on the market.
- No setup fees
- No training fees
- Billed per call
- Aid & admissions expertise
- Adobe Acrobat Sign
04
Electronic signature service
ProEd Sign
ProEd Sign is our electronic signature service powered by Adobe Acrobat Sign. With ProEd Sign, students have the ability to complete and submit forms electronically from a smartphone or computer. Forms handle multiple signatures with ease and efficiency. Eliminates processing steps including document handling, scanning, linking, storing and shredding.
Processing steps this eliminates:
- Document handling
- Scanning
- Linking
- Storing
- Shredding
- ProWork
05
Day-to-day backroom processing
ProWork Remote Processing
ProEd offers a variety of remote processing services used together or separately. With ProWork Remote Processing, we help college clients with day-to-day backroom processes. Remote processing services include:
- Return of Title IV (R2T4) calculations
- Satisfactory Academic Progress (SAP) reviews and appeals
- Professional Judgment (PJ) or Special Circumstance reviews
- Cost of Attendance adjustments
- Clock Hour and non-standard aid eligibility, packaging and awarding
- Need analysis and corrections
- Term-based aid packaging and awarding
- Federal Work-Study administration
- Electronic Data Exchange to include data loads and transfers
- Direct Loan and Pell reconciliation tool for resolving loan/grant aid discrepancies
- Direct Loan certification for standard, non-standard and clock hour programs for both Scheduled (SAY) and Borrower Based Academic Year (BBAY) programs
- 30-year average experience
06
Cover vacancies & peak season
Interim Staffing
ProEd provides professional interim staffing assistance for all levels of financial aid operations. We have a customized process to match the right candidate with every institution. Our consultants are able to serve as temporary staff during peak processing times or occupy vacancies due to staff turnover or medical/maternity leave. We ensure the hire transition is seamless, resulting in measurable results.
Our experts average thirty years of financial aid administrative experience and offer advanced expertise in all common student information systems. ProEd's Interim Directors are experienced professionals with niche skills qualified to fill an unexpected vacant position, take control of any project or cover long-term leave. In addition, our experts analyze the internal operations of the office and make suggestions for improvements, giving a new Director an optimal position to start from.
- Peak processing cover
- Turnover & leave cover
- Interim Directors
- All common SIS platforms
- Compliance
07
Assessments, reviews & audits
Partial Assessments, Program Reviews & Audits
ProEd is a powerhouse for financial aid services, offering compliance audits, operational assessments, and program reviews assistance. Our compliance audits provide a comprehensive analysis of an institution's adherence to regulatory guidelines and thorough reports which evaluate the strength and weakness of compliance preparations, security policies, user access controls, and risk management procedures.
ProEd's operational assessments provide a custom evaluation of your institution's financial aid operations with a focus on improving automation, workflows, communication, leadership management, and organizational structure. Our assessments make recommendations to address issues, improve operations and prevent audit issues and fiscal penalties.
- Regulatory compliance analysis
- Security policies & user access controls
- Workflow & automation review
- Organizational structure recommendations
Interested in learning more
About our innovative financial aid services?
Tell us about your institution and we'll walk you through the services that fit — whether that is full-service verification, a chunk of your backroom processing, or an interim director for next term.
FAQ
Frequently Asked Questions
Here are the answers to some of our most commonly asked questions. If you do not find the answer you are looking for, reach us by phone or email — we're happy to help.
Still have questions?
Call (941) 914-9089 or email info@proed.org
Do we get proof of non-filing and transcripts from the IRS?
Yes. With ProVerifier+ Financial Aid Solutions we electronically retrieve both proof of non-filing and tax transcripts from the IRS. The student electronically files a Tax Form 4506-T and a Verification Worksheet — we take care of the rest.
What type of data integrations are needed?
Our solution is easily integrated into any school system requiring very little IT resources. We automatically push all documents directly to the school's imaging system without indexing or scanning. If no imaging system exists, all documents can be viewed directly in ProVerifier+. This eliminates the risk of students obtaining the incorrect tax documents or giving up on the process altogether.
What security measures do you have in place?
Outsourcing can include complex privacy and data security issues, which must be taken into consideration when choosing a vendor. Security is a top priority due to the sensitive nature of the material involved. We use a world-class secure infrastructure that is Federal Information Security Management Act (FISMA) compliant and purposely selected for its scalability and security.
Are your solutions flexible to accommodate individual school needs?
Yes, of course! We provide services regardless of size or information system, and our solutions are compatible with any information or imaging system. Choose from ProVerifier+ Full Service (outsourced model), ProVerifier+ Software as a Service (SaaS model), ProVerifier Basic, TaxDox and ProWork.
Can we speak with some of your former or current clients?
Due to confidentiality, we are not able to provide a complete list of clients. However, we are happy to provide a list of approved references upon request.