Administrative
TABLE OF CONTENTS
COUNSELOR TOOLKIT
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- New Client Forms:
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- Post-Session and Follow Up:
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- Counselor Follow Up Notes for clients
- Salesforce Checklist – Important information to gather during a session for data collection.
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- Post-Session and Follow Up:
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- Consolidation Tools:
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- Consolidation Application Demo for clients and volunteers
- Consolidation Checklist for clients
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- Consolidation Tools:
AMBASSADOR TOOLKIT
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- Outreach Tracking Materials:
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- Target Population Materials:
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- Public Servant Borrowers:
Volunteer Training
2021 Volunteer Training –
2021 Fall Training Schedule (with links)
Module 1: Introduction to EDCAP (for Ambassadors)
Module 2: Community Outreach (for Ambassadors)
Module 3: Volunteer Protocols (for All Volunteers)
Module 4: Budgeting for EDCAP (for Counselors)
Module 5: Credit Reports for EDCAP (for Counselors)
- Recording
- Credit Report Summary Spreadsheet (for Counselors)
- www.annualcreditreport.com
- unbury.me – debt managment calculator
- undebt.it – debt management calculator II
Module 6: The Student Loan System (for Counselors)
Module 7: Student Loan Problems and Cures (Repayment, Consolidation, and Rehabilitation)
Module 8: Student Loan Forgiveness and Discharge