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The front door

Forms and guided intake

A student writes two sentences about what changed. Eli names the two or three forms your office publishes that could apply, with why each might fit and what to attach. The student picks.

What starts it

A student does not know which form their situation calls for. So they call, or they guess, or they do nothing until the deadline has passed.

What Eli does

Eli names the two or three forms your office publishes that could apply, in your own words, with why each might fit, what to attach, and whether the signature has to be wet ink. Every published form then opens as a guided intake built from that form, field for field, so the review side receives what the form would have.

What a person decides

It routes. It offers options with reasons, and the student picks. Nothing is decided here. An advisor-issued form is offered as the advising appointment, so a process you designed still starts where you designed it to.

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More in the front door

  • The hotline
  • Chat
  • Front desk assistant

Every demo runs on synthetic data. No real student, IRS, or FAFSA records.

Eli

The Financial Operations Desk for higher education. Drive our platform, or hand our team pieces of the work. Staff keep every sign-off.

The front door

  • Forms and guided intake
  • The hotline
  • Chat
  • Front desk assistant

Casework

  • Professional judgment
  • SAP appeals
  • Verification of income
  • FAFSA fraud & V4/V5 identity

Money movement

  • R2T4 returns
  • Schedule of Reductions
  • Fiscal close

Reporting

  • Annual reporting
  • Assurance
  • Aid dashboard
What we solveHow it worksWhy EliSecurityTrust centerThe 5-minute proofThe 90-day pilotContact usLog in to the demo
Email pat@tryeli.comSynthetic-data demo. No real student, IRS, or FAFSA records. © 2026 Eli.