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Understanding the features and tools available through the 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?
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?