How does the financial aid application protect family privacy?
Families upload documents through a secure private link rather than emailing statements or handing envelopes to a secretary. By design, the sensitive detail — income documents, committee notes — is kept in your aid file and accounting system, not on the CRM record; 613OS carries only a neutral status flag, so no staff login can stumble into a family’s finances.
Does the aid award connect to the family's tuition plan?
Yes. When the committee sets an award, the family's payment plan reflects the adjusted amount automatically. There's no separate spreadsheet reconciling scholarship decisions against billing — the decision and the billing are the same record.
Can we run financial aid on our own schedule and criteria?
Yes. The application form, required documents, deadlines, and review stages are fully configurable. Schools keep their existing committee process and standards; the system replaces the paper shuffle around it, not the judgment.
Do families re-apply for aid every year?
That's your policy choice. The system can roll applications forward for returning families with pre-filled information, or require a fresh application each year — either way, reminders and document chasing run automatically.