Higher Education Enrollment Automation

Stop doing it the hard way! Turnkey solutions for processing inbound admissions and financial aid documentation into your systems quickly, effortlessly, and accurately

  • Eliminate inbound admissions and financial aid paper processing entirely
  • Eliminate data entry of inbound transcripts and tax forms
  • Comply with information privacy and security regulations without effort or cost
  • Enhance visibility of work status and gain control of inbound processing
  • Improve award times by reducing processing time
  • Eliminate need to scale processing department staff due to annual volume spikes
  • Eliminate the use of student labor, improving security and privacy for students
  • Always meet deadlines even during peak periods
  • Improve service to applicants with centralized upload portal for submission
  • We integrate with all major ERPs (Salesforce, Banner, SAP, Oracle, Etc.)


What is Automation for Admissions and Financial Aid?

Are You Processing These Documents?


High School Transcripts
High School Report Cards, Term Grades. 1st Quarter Grades, etc.
College Transcripts (Final or Transfer)
Common App Forms
Letters of Recommendation
Award, Decision, Admit & Deny Letters
Test Scores
Fee Waiver Requests
Personal Identification

Financial Aid 

Individual Tax Returns
Business Tax Returns
Foreign Tax Returns
IRS Transcripts
W-2’s & 1099’s
School Specific Financial Aid Applications
School Specific Incoming Student Verification Forms
Confirmations of Non-Filer Status
Scholarship Notifications

Recordsforce identifies each inbound document, extracts the exact data you need and delivers it quickly and accurately to your admissions and financial aid systems!

Inbound Admissions & Financial Aid Document Scanning and Data Capture

Recordsforce services include collection and processing of admissions and financial aid verification materials to provide you with the information needed to process an award or accept an applicant.  A central PO box provides a delivery point for physical documents, which will then be scanned, indexed, and processed to be delivered electronically to your admissions and financial aid systems. A combination of OCR, Intelligent Data Capture and Artificial Intelligence are used for automated verification of records, with the remaining documents evaluated and verified by a team of professional financial aid and admissions processing operators at Recordsforce. The verified data is then delivered to your systems in a format for easy ingestion into on-campus systems, such as Banner, within hours of being received at Recordsforce. We combine the latest technology and human processing power to provide high level SLA’s for data accuracy and turnaround in a cost-effective manner.

Submission Portal for Students & Families

A portal for parents and families is used to upload their required documents that are in electronic format (PDF, JPG, etc.) and allows applicants to see the status of their application in real time, all in one place. Our portal, along with automated requests for missing information, supports increased engagement by reminding applicants and their families what has been received and what is outstanding. In addition, we offer, via our forms library, instructions tailored to your institutional requirements that help demystify the FAFSA process and improve completion rates. The automated monitoring and flagging of requested/received documents, along with reminders when appropriate, will require little staff intervention once configured, but will flatten processing spikes and promote greater program participation

Enrollment Workflow Automation

With Recordsforce workflow automation, once your data is collected and processed, you can leverage a powerful tool that will automatically distribute  and route documents to the right person within your organization for review and approval. Increase speed, visibility, and accountability with this type of automation and save valuable time while reducing your cost of processing.

Want to learn how we can increase the speed of your enrollment process?