Every advisor talks with someone on our team before going live. Your dashboard shows which step you're on.
1. Applied
You built your profile and submitted your application. We email you a confirmation right away.
Your profile is private at this point. Only you and our team can see it, so keep polishing it.
2. Review call
We review your application and reach out within 2 business days to set up a short intro call. On the call we'll:
- Get to know your background and how you've helped families
- Verify your experience (we ask for proof of at least 3 years of relevant experience, like a résumé or LinkedIn profile)
- Walk through how appointments, payouts, and fees work
- Suggest improvements to your profile
3. Setup
Once you're approved, your dashboard switches to a short setup checklist. Most advisors finish in about 15 minutes. See Set up bookings and payments.
Training also opens up at this step, so you can prepare while you set up.
4. Live
After you submit your setup, we confirm everything works within 1 business day, publish your profile, and email you your public link. Families can book you from then on.
If we aren't able to move forward with your application, we'll let you know by email. Questions? Write to hello@collegepricecheck.com.