When a student submits a payment plan application, it waits for your school to review and approve it. Here's how.
Who: School Admins · Where: Payments › Pending Review
Steps
1. Open Pending Review. In the left menu, go to Payments › Pending Review. This page lists every applicant who needs a review. The student can't take any further action until you make a decision.
2. Open the applicant. Click the applicant's name to open the review screen.
3. Review the details. Check the Program, Type, whether they Passed Underwriting Criteria, the Deposit Amount, Installment Amount, Number of Payments, and Payment Frequency.
4. Approve or deny. Under "Would [your school] like to approve this applicant?", click Yes to approve or No to deny.
5. Signatures. Once approved, the student receives an email to sign their agreement. After they sign, you'll be emailed to countersign.