The trigger
A "New advisor application" email arrives, and the advisor appears in the console's queue under Needs action. Select Open in the admin console in the email, or open them from the queue.
On their page, select Preview to see exactly what families would see.
What to look for
- A clear, professional headshot as the first photo. Other photos look real, not stock.
- The tagline and bio are specific, well written, and free of typos.
- Topics relate to paying for college: aid, FAFSA, scholarships, appeals, costs.
- The price is between $100 and $150.
- Education and experience are plausible. Note anything to verify on the call.
- Ratings and reviews are self-reported. Flag them to verify on the call.
- The custom URL is appropriate, with nothing misleading or offensive.
When it all checks out, tick Profile meets the quality bar in the review checklist. If something needs fixing, add a note to the timeline so whoever runs the call can raise it.
Next
Book the intro call. Advisors can book it from their confirmation email or their dashboard. If they haven't within a couple of days, reach out at the email under Details.