Teacher Loan Platform Evolution

Experience Brief

Please read this brief before reviewing the experience.

This interactive experience demonstrates the proposed Teacher Loan Platform Evolution presented during the June 25 review meeting.

The purpose of this version is to validate user experience, workflow, terminology, and overall navigation before production implementation begins.

This experience represents the proposed direction only. It is intended to gather feedback while changes remain inexpensive and before implementation planning proceeds.

Suggested Review Path

1. 1
   Borrower Experience

   Estimated review time: 5-7 minutes

   Review the online application workflow, disclosures, elections, and borrower self-service experience.

2. 2
   Education Department

   Estimated review time: 2-3 minutes

   Select the Education Dept (DOE) role from the navigation at the top of the experience to review Section 2 certification.

3. 3
   Financial Aid Office

   Estimated review time: 3-4 minutes

   Select the Financial Aid (FAO) role to review Section 3 certification and disbursement workflow.

The navigation buttons at the top of the experience allow you to switch between these user perspectives at any time.

Feedback Focus

As you review the experience, consider:

• Does the workflow feel natural?
• Does the sequence match your expectations?
• Is anything missing?
• Would your staff understand this experience?
• Does the terminology match your process?
• Does this reflect how your organization actually works?

Reviewers do not need to comment on technical implementation.

Success Criteria

This review is successful when:

• Reviewers understand the workflow.
• Missing functionality has been identified.
• Terminology aligns with organizational expectations.
• The proposed experience reflects intended business processes.

What's Next

• Incorporate feedback and clarifications from the June 25 review meeting
• Publish Version 0.2 for follow-up review
• Continue refining the approved experience before production implementation planning

1. Today's Review
2. Experience Artifact v0.2
3. Executive Review
4. Approved Experience
5. Production Implementation