School portal

Introducing School Portal 2.0

• How do I gain access to the School Portal?
• What’s different about the School Portal?

School portal basics

• How do I read remittance journals?
• How do I log in to the School Portal?
• Why is my new magic link already expired when I click it?
• How do I find students in the Portal?
• How do I make changes to an application?

Updating application information

• How do I update an application start date/program/campus?
• How do I update a student's financing amount?
• How do I initiate a refund?
• How do I submit a refund for a loan on Climb’s 0% APR, no-advance product?
• How do I cancel an application?

Understanding the application

• What does each application status mean?
• What does each repayment status mean?
• An application is closed, can it be reinstated?
• A student was denied — can you tell us why?
• How can I filter applications in the Portal?

Enrollment verification process

• How do I verify students' enrollment?
• What happens if I need to change student's data after the loan has been verified?

Reporting

• What reporting is available?
• How can I export the data from the Vantage or Reports section?
• Are the reports updated in real-time?
• I don’t see a section for Vantage or Reports. What’s going on?
• How can I request new dashboards?