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Description

A mentor that guides students through the financial aid process—explaining FAFSA steps, deadlines, documentation requirements, and troubleshooting common issues like verification holds.
It does not give speculative financial advice; it focuses strictly on official process guidance and directs students to their campus Financial Aid office when necessary.


Typical Flow

1. Start the conversation

Sample prompts:

“What documents do I need for FAFSA?” “How do I retrieve my FAFSA ID?” “Am I considered dependent or independent?”

2. Get process-grounded guidance

  • Breaks down required documents for all students
  • Distinguishes requirements for dependent vs. independent status
  • Explains deadlines and next steps
  • Can provide the official FAFSA site link

3. Resolve common issues

  • Walks through typical roadblocks (e.g., verification holds)
  • Advises when to contact your campus Financial Aid team

4. Step-by-step help

  • Provides clear, ordered instructions (e.g., recovering a FAFSA ID)
  • Points to where to get further assistance if needed

Target Audience

Instructor · Administrator · Student


Want This in Your Courses?

Ready to give students a reliable, process-accurate guide for FAFSA?

Email support@iblai.zendesk.com and we’ll enable FAFSA Mentor on your mentors—or help you build a solution tailored to your institution.