---
title: FACTS Financial Aid Management Reviews
meta_title: 'FACTS Financial Aid Management Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 39 reviews by the users' company size, role or industry to
  find out how FACTS Financial Aid Management works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 39
  scale: '5'
date_modified: '2026-07-07'
parent_category:
  name: Education
  url: https://www.g2.com/categories/education
---

# FACTS Financial Aid Management Reviews
**Vendor:** FACTS  
**Category:** [Financial Aid Software](https://www.g2.com/categories/financial-aid-software)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 39
## About FACTS Financial Aid Management
FACTS Grant &amp; Aid Assessment is a comprehensive solution designed to simplify and enhance the financial aid process for K-12 schools. This software solution provides school administrators with flexible tools to manage various aspects of financial aid, from application analysis to the awarding of aid. By ensuring a thorough understanding of each family&#39;s financial situation, FACTS Grant &amp; Aid Assessment streamlines administrative tasks while also offering families an accessible and user-friendly application experience. The target audience for FACTS Grant &amp; Aid Assessment includes K-12 school administrators and families seeking financial assistance for education. The platform is particularly beneficial for schools that aim to provide equitable financial aid to families in need. It caters to a diverse range of use cases, such as managing scholarship applications, conducting financial assessments, and integrating financial aid with tuition management systems. This versatility allows schools to tailor their approach to financial aid, ensuring that they can meet the specific needs of their communities. Key features of FACTS Grant &amp; Aid Assessment include customized applications, which allow schools to tailor questions to gather relevant information specific to their requirements. The system conducts a comprehensive financial review, analyzing family finances through detailed tax form assessments and business income evaluations, and now, IRS Integration. This direct data connection ensures even greater accuracy and verification, helping schools make informed, confident awarding decisions. This thorough analysis ensures that financial aid is allocated accurately and fairly. Furthermore, the platform integrates seamlessly with FACTS Tuition Management, enabling automatic application of financial aid awards to tuition payment plans. This integration reduces administrative effort and ensures that tuition bills accurately reflect the approved aid. The family-friendly application process is another significant advantage of FACTS Grant &amp; Aid Assessment. The platform offers a centralized, mobile-responsive application that families can complete from any device, making it easier for them to apply for financial aid. With IRS Integration, eligible families can choose to securely transfer their tax information directly from the IRS, eliminating the need to upload documents manually. Applicants receive ongoing updates on their application&#39;s progress and can apply to multiple schools with a single application fee per household per year. This streamlined process not only enhances user experience but also encourages more families to seek assistance. In addition to its robust features, FACTS Grant &amp; Aid Assessment is backed by industry-leading security measures, which are continuously updated and optimized by a dedicated cybersecurity team. This commitment to data protection ensures that sensitive information remains secure. Coupled with dedicated customer service and over 35 years of experience in the K-12 education sector, FACTS Grant &amp; Aid Assessment has earned the trust of over 12,000 schools, making it a reliable choice for enhancing the financial aid experience in education.




## FACTS Financial Aid Management Reviews
  ### 1. Love this company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alexa C. | Accountant/Bookkeeper, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about FACTS Financial Aid Management?**

I love the ease of this program and how simple it is for our parents to navigate through the appplication. The results are quick and very accurate, which helps us in our aid awarding process. Their customer service team is always very helpful and easy to get ahold of when either myself or a parent has questions. They have an endless amount of features, which are constantly updating to keep up with the changes we see on an annual basis.

**What do you dislike about FACTS Financial Aid Management?**

I do wish there were more customizable reports we could run that could give us all the information we need on one screen, instead of having to go back and forth between the screens/years of applications.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Helping organize our school families financial information to better assess each family's need.

  ### 2. FACTS Grant & Aid Simplifies the Process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jill H. | Operations Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant & Aid has simplified our process for managing our financial aid decisions each year. The application includes pertinent information and offers the ability to add custom questions. It is great to rely on an unbiased team to review applications and make recommendations based on data provided. Having an outside group involved provides reassurance to our families about the process as well. Any time I've had to speak with a FACTS support representative, they've been helpful in answering my questions and explaining how the financials are analyzed.

**What do you dislike about FACTS Financial Aid Management?**

The tax document requirements can be confusing to parents at times; however, the FACTS customer support help explain things in a way that people can understand.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Streamlining our process of making financial aid/scholarship decisions each year.

  ### 3. Formalizing the financial aid process for families

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant & Aid Assessment is part of the suite of products offered by FACTS.  Since we already use payment plans, the ease of use for families and institution staff has almost been seamless. Prior to Grant & Aid, we utilized a paper & pen process for the financial aid process.  Allowing families to complete an online application and upload documents directly, which are then processed and analyzed by FACTS, has been a huge time saver to creating a formal process for this important aspect of enrollment.  The automatic email reminders and customer support features have also been helpful in streamlining the process.

**What do you dislike about FACTS Financial Aid Management?**

Because the FACTS Grant & Aid Assessment system is tied to another organization that provides scholarships for several of our families, this often confuses families who do not qualify for scholarships from this organization.  At times, we must answer questions about this additional scholarship they see in the Grant & Aid application.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

FACTS Grant & Aid Assessment has formalized the financial aid process, allowing us to see the full financial picture for a family as well as eliminating data entry and reducing errors. We appreciate the customer service and automatic email reminders to families.  Ultimately, these features have allowed us to process, manage, and analyze more applications during the awarding process.

  ### 4. Highly Recommend FACTS Grant and Aid

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

What I like best about FACTS Grant and Aid Assessment is the user-friendliness of the website and the excellent customer service. I am easily able to use the site, find what I am looking for, and make the necessary changes on parents' accounts. If a question arises, FACTS is quick to answer the phone, and the agent is always very knowledgeable and able to help me.

**What do you dislike about FACTS Financial Aid Management?**

What I dislike about FACTS Grant and Aid Assessment is that when a parent needs help, I have to tell them to call customer service, and I cannot help them myself. Parents would prefer not to have to make another phone call, but there are certain functions that only a customer service representative can help them with.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

FACTS Grant and Aid Assesment is solving the problem of assessing families financial aid for the school year. It benefits us since we do not have to make the decision and it easier for us to relay to the parents what a third party assessed.

  ### 5. FACTS - Best Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maureen G. | Scholarship Program Director/Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

I love my FACTS account manager. She set up out group in FACTS easily and quickly. She always is quick to respond via email or phone with questions. The website is very easy to use and navigate.

**What do you dislike about FACTS Financial Aid Management?**

I don't like that there isn't an option for texting applicants in Grant & Aid. I wish I had the ability to text applicants that have an incomplete application. It seems that people don't respond as quickly or at all to email compared to text.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

FACTS makes it easy for me to have families complete an application online, submit documentation, then FACTS representatives verify the income and calculate a FACTS calculated need.

  ### 6. Perfect tool for Financial Aid

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marcos F. | Director of Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant & Aid Assessment has been extremely helpful to our school. Parents deal directly with FACTS for uploading their information and FACTS lets us know how much aid a family qualifies for. Their algorithm for calculating aid is tailored specifically to your school and is very insightful! Setting up the program through FACTS was so simple. Also, if you ever need help, their team is quick to assist and are proactive in checking in. Highly recommend!

**What do you dislike about FACTS Financial Aid Management?**

FACTS Grant & Aid does not integrate with other software.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

They solve the bias in deciding who qualifies for financial aid. This has been the biggest help to our school.

  ### 7. Great Customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna G. | Director of Community Relations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about FACTS Financial Aid Management?**

The staff at FACTS has helped me transition into a new role at a private school in Dallas.  They are always willing to help and to take a minute (or 30) to make sure I understand the processes.  I love being able to view the account as the parent, because once I can see what they are seeing, I can help or fix their issues.

**What do you dislike about FACTS Financial Aid Management?**

I have not found anything about this platform that I dislike.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

This helps our families request financial aid privately and maintain dignity.

  ### 8. Great experience with FACTS help desk.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tiffany D. | Chief Administrative Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS help desk is great. If your account manager isn't available I was able to have another person call me in a timely manner to help solve my problem. The customer support was great and he was very helpful

**What do you dislike about FACTS Financial Aid Management?**

I was really hoping I could work a year ahead of the current year without effecting grade level or grades, but that is not an option.  They did give be a work around though.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

It makes my life easier in helping to make my work more efficient.

  ### 9. Efficient and Customer Service Centered

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathy R. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about FACTS Financial Aid Management?**

The integration of communications with the SIS makes it so efficient.  The level of customer service is unparalleled.  Multiple people can have access to Customer Service and we have a team of dedicated professionals who go out of their way to meet our needs and requests.

**What do you dislike about FACTS Financial Aid Management?**

I honestly haven't come across anything that I dislike.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

The FACTS Grant & Aid Assessment is solving the need for me to print out Award letters, stuff them, and mail them.  It is saving me time and postage.

  ### 10. Organization is Key

**Rating:** 2.5/5.0 stars

**Reviewed by:** Ashli W. | Head of School, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant and aid assessment allows us to easily manage grant and aid awards and disbursement.

**What do you dislike about FACTS Financial Aid Management?**

I wish there were a way to mass download individual tax documents in separate files instead of having to go into each account and access those documents.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

All the information I need is in one place. I especially like the data dashboard where I can see a summary of the financial information, suggested aid, and self-reported ability to pay.

  ### 11. Excellent for parents and schools alike

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kim N. | Admissions Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant and Aid Assessment allows schools to have a more comprehensive approach to determining aid for parents. The security of information is vital, and parents can do the entire process electronically.

**What do you dislike about FACTS Financial Aid Management?**

Depending on a school’s timeline, receiving a recommendation of award amounts can take time to process. That said, the team at FACTS does a good job of communicating.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Reviewing applications, collecting documentation, and providing an objective analysis of the need for assistance.

  ### 12. FACTS review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS is a very comprehensive platform. We have found it useful for our school's needs. It has many features, some of which we haven't accessed yet! Their customer service representatives are always very helpful and their trainings are useful and informative.

**What do you dislike about FACTS Financial Aid Management?**

The FACTS platform is very detailed and comprehensive. At first it is very overwhelming to navigate and utilize all of the features available. I am still learning every time I am in the system.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

FACTS has been a useful tool for our applications for enrollment, re-enrollment, and inquiry for our school. It also supports our Administrative team in assessing and assigning scholarships to families who have applied.

  ### 13. Great Tool for Grant & Aid

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle D. | Business Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

It is very thorough. We know we are receiving unbiased evaluations based on the user input.  They verify everything and save us so much time.  It is easy to review and understand.

**What do you dislike about FACTS Financial Aid Management?**

It's hard to understand the criteria it uses and how to explain the criteria to a family.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Evaluation by a third, non-biased party is very important to our organization so that financial awards are based solely on financial information.

  ### 14. Easy to manage scholarships

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cat P. | Communications Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS allows us to effectively manage and administer our tuition assistance program. It is fairly easy to use and makes annual enrollment smoother.

**What do you dislike about FACTS Financial Aid Management?**

The cost of moving our tuition management across is a little high for a non-profit school.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

FACTS allows us to collect and aggregate financial information for scholarship applications. This allows us to effectively determine that need versus the what our disbursements allow.

  ### 15. the experience is a growing relationship

**Rating:** 5.0/5.0 stars

**Reviewed by:** maya b. | business manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about FACTS Financial Aid Management?**

i like that the portal gathers all the applications with the documents; follows up with the family; and then gets everything ready for us

**What do you dislike about FACTS Financial Aid Management?**

the templates are a bit confusing, especially that it saves templates from years before; it'll be nice to have templates sorted by year. for the award notifications

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

it is solving the fact that it makes the process less bias

  ### 16. Unbiased and Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant & Aid Assessment simplifies the financial aid process with a streamlined and impartial approach. The updated system allows for easy upload of tax documents, enhancing convenience and efficiency. Notifications and implementation are straightforward, and exceptional customer support is available when needed.

**What do you dislike about FACTS Financial Aid Management?**

The only downside is the verification time it takes for FACTS to verify the document. At the peak of the process, it took about two weeks for FACTS to review and verify uploaded documents.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

It is providing a fair and unbiased way to assess the financial needs of our families and distribute aid fairly and easily.

  ### 17. Removes the guesswork

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

Previously, our aid and scholarship amounts were based on what parents felt they could afford. This system gives us a concrete, unbiased number to present to families to begin a conversation about student aid.

**What do you dislike about FACTS Financial Aid Management?**

We have not had any issues on the school side with the assessment. We do have a few parents who have said the questions feel too invasive.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

We are given specific numbers based on tax forms to identify whether or not a family has a true need for assistance. This has reduced the amount of assistance we have needed to give out annually.

  ### 18. FACTS Grant & Aid

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dale S. | Head of School, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

I have found that Grant & Aid Assessment is very detailed and easy to use from an administrative point of view.

**What do you dislike about FACTS Financial Aid Management?**

Administratively I have not found any issues that I dislike about the program.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

I personally have not had any problems that have not been solved immediately when I contact them.

  ### 19. Techonolgy Coordinator

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rajbir S. | Tecnology coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about FACTS Financial Aid Management?**

FACTS Grant and Aid syncs with FACTS SIS—less work to do. This product is way better than what we hade before.

**What do you dislike about FACTS Financial Aid Management?**

There is not a thing I don't like. It is a wonderful product.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Everything is online. and easy to montior and support staff is wonderful.

  ### 20. Provides excellent way to streamline scholarship application process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about FACTS Financial Aid Management?**

Provides parent with ready made form to collect all information pertaining to scholarship application.  Customer service is available to parents having diffculty using the online application system

**What do you dislike about FACTS Financial Aid Management?**

Sigjnificant percentage of application cannot be immediately verified and parents can become frustrated when they are not sure what materials are missing and/or why their application was not verified

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Often difficult to convince parents to submit a financial aid application in a timely manner

  ### 21. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Faithann S. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about FACTS Financial Aid Management?**

functional and gives you a summary. Outlines all specifics of the families

**What do you dislike about FACTS Financial Aid Management?**

Still gives readings without tax documents

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Helping us determine how much aid to give to families

  ### 22. Great calculation but customization is limited which leads top confusion

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about FACTS Financial Aid Management?**

The ability to verify information based on documents submitted and the calculation factors.

**What do you dislike about FACTS Financial Aid Management?**

Customization of the questions,wit the order that does not make logical sense. There are forced questions and not an area to provide clarity in what the question is asking which results in families not submitting the right information, repeated information.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

collecting and validating data, posting grants to accounts.

  ### 23. FACTS Grant & Aid review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Becca R. | Director of Admissons, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

The customer service helps our parents through each step, if needed.

**What do you dislike about FACTS Financial Aid Management?**

Families have to create another account.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Streamlines the process for the business office

  ### 24. it is very easy to use with the FACTS payment portal - parents review and accept their awards online

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

everything is in one place.  I especially like the way we can send award offers through the portal, and customize the message.

**What do you dislike about FACTS Financial Aid Management?**

we require the whole tax return and FACTS only asks for the first 2 pages.  Also, when adjustments are made we do not always get the notification.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

family notification and acceptance of awards all in one place

  ### 25. Good

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

Keeps everything in one locaton. I like that it has multiple features from banking to grades.

**What do you dislike about FACTS Financial Aid Management?**

I wish it would give a more detailed focus on what the specific amount a family should get. It sometimes takes a bit to sort through it all.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

I haven't had any major problems, so I can't speak to this.

  ### 26. FACTS Grant & Aid Assessment

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about FACTS Financial Aid Management?**

I appreciate the different report options that we are able to pull.

**What do you dislike about FACTS Financial Aid Management?**

I wish all the financial need, demographic, and status information was in one report or the ability to show a summary for all in one report.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

We use it to unbiasedly award financial assistance to those needing it.

  ### 27. Great system that provides most of what we need to make our need decisions.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

Easy to use, layout make since, ability to download data easily

**What do you dislike about FACTS Financial Aid Management?**

Some calculation could be improved.  Overall good but still can be improved with calculation and some of the goverment data may not be as updated as needed.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Eliminates school personnel doing need analysis and calculations.

  ### 28. FACTS Grant & Aid Makes Financial Aid Decisions Easier

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about FACTS Financial Aid Management?**

I enjoy the organized aspects as well as the notification capabilities.

**What do you dislike about FACTS Financial Aid Management?**

It can be difficult to determine the accuracy of a parent's submission information.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Organizes the data and provides space between the school and the applicant. It provides more objective decision making.

  ### 29. It is easy to work with.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather P. | Bookkeeper, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

It is user friendly.  I like that it does allot of the work for us

**What do you dislike about FACTS Financial Aid Management?**

I really don't see any downsides to using FACTS grant & aid

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

doing the math for us.

  ### 30. FACTS is great for organization and resource

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

It keeps files organized and is reliable.

**What do you dislike about FACTS Financial Aid Management?**

There is not anything that comes to mind except maybe cost for small organizations.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Keeping track of families in need.  Keeping track of payments.

  ### 31. Effective base system for school management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about FACTS Financial Aid Management?**

Customer assistance is responsive and knowledgeable.

**What do you dislike about FACTS Financial Aid Management?**

A bit dated. Not the most user-friendly or modern approach to this technology.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Allows us to evaluate candidates and assign awards.

  ### 32. Easy System for School Accounting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about FACTS Financial Aid Management?**

I love the ease of being able to choose a specific school year and have all of the student/parent accounts listed for easy access to find tuition charges and fees.

**What do you dislike about FACTS Financial Aid Management?**

Sometimes the search function is finicky when trying to find a student by last name.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

It creates an easy system to help generate what financial aid a student would be eligible for.

  ### 33. Registrar

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

The ease of pulling a report make is a very useful tool.

**What do you dislike about FACTS Financial Aid Management?**

It can be challenging to navigate at times.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

It helps us track financial aid.

  ### 34. FACTS is extremely helpful!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about FACTS Financial Aid Management?**

I like their efficiency of "crunching the numbers" and being knowledgeable if I ever have to call.

**What do you dislike about FACTS Financial Aid Management?**

I used to not like that we couldn't get families tax returns faster, but now the IRS integration has been very useful.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

FACTS removes the bias from all aid awarded, and helps use determine families needs based on they financials they provide.

  ### 35. Business Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about FACTS Financial Aid Management?**

the ease of use and the fact that it will automatically recommend if someone qualifies for aid or not

**What do you dislike about FACTS Financial Aid Management?**

not sure that i have any dislikes for the service

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

It is creating an easy way for me to keep track of everyone's aid and process

  ### 36. Klunky with vague algorythms

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2025

**What do you like best about FACTS Financial Aid Management?**

Fairly Standard - a lot of schools use it

**What do you dislike about FACTS Financial Aid Management?**

Reporting is difficult to share and verification takes quite some time

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

We need a fair, consistent and independent way to deliver financial aid to our families.

  ### 37. Navigating financial aid

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jessica K. | Director of Strategic Initiatives and Enrollment, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 13, 2021

**What do you like best about FACTS Financial Aid Management?**

The customer service is readily available and informative. The system has lots of

**What do you dislike about FACTS Financial Aid Management?**

I wish the information was a little more straightforward or had help buttons to get more info. Using this program for the first time I am not as familiar with all the terminology so I wish I had more info easily available.

**Recommendations to others considering FACTS Financial Aid Management:**

Seems very straightforward and helpful for our purposes

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

We are using FACTS to make the first round of financial aid obligations. We ask parents to input their income and expenses into FACTS so we can learn more about their financial capacity to pay their school fees.

  ### 38. Easy to follow - user friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 30, 2021

**What do you like best about FACTS Financial Aid Management?**

Seeing the progress bar and auto save. These features allow me to stop and start whenever it's convenient and I know no information has been lost. I don't dread filling out the application!

**What do you dislike about FACTS Financial Aid Management?**

The communication from system to school to parent. I understand the process is handed off to the school but facts could send some status updates so  I know when to follow up with school.

**Recommendations to others considering FACTS Financial Aid Management:**

Easy to navigate, this allows me to complete at my own time and know I'm on track to finish and what is still expected

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Submitting an application, uploading documents, housing documents. All these things are easy for me to see as well as my school to see. This is quick and easy and information even prefils

  ### 39. User Friendly!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2022

**What do you like best about FACTS Financial Aid Management?**

Access through my school's app makes it easy to use

**What do you dislike about FACTS Financial Aid Management?**

Visibility with financial aid applications.

**What problems is FACTS Financial Aid Management solving and how is that benefiting you?**

Ability to submit documents.  The application process is clean and concise


## FACTS Financial Aid Management Discussions
  - [What is FACTS Grant &amp; Aid Assessment used for?](https://www.g2.com/discussions/what-is-facts-grant-aid-assessment-used-for)

- [View FACTS Financial Aid Management pricing details and edition comparison](https://www.g2.com/products/facts-financial-aid-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-22+04%3A41%3A00+-0500&secure%5Bsession_id%5D=8f43a054-94f1-40a8-a58c-f87888a9fd19&secure%5Btoken%5D=793bd641252fb5c0b7108818bca8d93f1f38286ae721424362b0fc03acc1462e&format=llm_user)

## FACTS Financial Aid Management Features
**Platform Performance**
- Reporting

**Application Collection**
- Custom Application Forms
- Attachments
- Scholarship Matching
- Application Tracking

**Platform Data**
- Platform Search
- Dashboard

**Application Review**
- Automated Review Assignments
- Scoring Tools
- Review Portal
- Review Comments
- Messaging

**Platform Content**
- Automation
- File Sharing

**Administration and Integrations**
- Administrative Dashboard
- Reports
- Integrations

**Platform Additional Functionality**
- Messaging

## Top FACTS Financial Aid Management Alternatives
  - [Ellucian Student](https://www.g2.com/products/ellucian-student/reviews) - 3.4/5.0 (261 reviews)
  - [Submittable](https://www.g2.com/products/submittable/reviews) - 4.5/5.0 (167 reviews)
  - [OpenWater Application and Review Cloud](https://www.g2.com/products/openwater-application-and-review-cloud/reviews) - 4.4/5.0 (150 reviews)

