About the College Aid Pro™ Tool:

The Tool You Need.
The Resources You Deserve.

Streamlined Processes

Don’t waste another minute running reports comparing different colleges for your college-bound clients. College Aid Pro™’s streamlined processes are battle-tested, and fast, to give your clients the best experience possible when planning their college funding strategy.

User-Friendly Interface

With self-onboarding, and a user-friendly experience, you can rest assured that the College Aid Pro™ software will be easy to use, and a high value-add to your practice.

Net-Cost Comparison of
2,400+ Schools.

Our apples-to-apples comparison allows you to
contrast different school options across the country,
calculate EFCs, and smart-search for the best-fit
schools for your clients and their college-bound kids.

White-Labeled Experience and Reports.

From scenario modeling to dynamic reports reflecting the full four years of the college experience, you’ll be able to provide a seamless client experience.

About the College Aid Pro™ Community:

Unlike most software companies, we don’t just provide you with a great tool. Our engaged community of users benefits from bi-weekly round table webinars with the founders, ongoing support from our team, and active user forums where you can ask questions and connect with like-minded advisors. This brain trust is a national network of advisors who are all passionate about being part of the student loan solution and want to help one another grow.

A Process

CAP gives you a process for helping families through the college funding journey.

Easy Onboarding

Enter all of the information you need to produce impactful reports in just 15 minutes.

Automatically Calculate Expected Family Contribution

(Federal, Consensus and Institutional methods).

College Pre-Approval™

Uncover hidden resources and determine your client’s budget for an individual student.

Automatically Project Need-Based and Merit-Based Aid

Year by year, at more than 2,000 schools.

Scenario Modeling

To demonstrate how your recommendations can open up new possibilities for your client’s student.

See Scholarship Details

Learn about dollar amounts, deadlines, and requirements.

College Snapshot

See important information about any school at a glance including admissions data, rankings, and financial aid stats.

Advanced Search

Search for schools that meet all of your criteria in an instant like admissions likelihood, affordability, and more.

Application Tracking

Track applications from one screen managing your application status and deadlines.

White-Labeled Reports

Paint a picture for your clients with professional, white-labeled reports including your custom disclosures.

Help Desk

For your urgent technical and administrative questions. We’re always here to help.


An active, private community forum where the CAP team, users, and other experts discuss their challenges, questions, and solutions.

Resource Library

A searchable library of recorded webinars and other resources within the community forums.

CAP Roundtable

Bi-weekly live webinars with the founders where we share timely updates, guidance, and answer your pressing questions.

Client Portal & Dashboard

Allow your client to manage their whole college planning picture in one place.

Smart Discovery

Our smart onboarding process help clients populate much of the data for you.

Summaries and Reports

Clients can generate the reports you want to share with them on demand.


Securely send and receive documents with your clients from within CAP.


Keep track of your to-do’s by assigning tasks to yourself and your client, then check them off the list as they're completed.


Set customized timely alerts when your clients complete their onboarding, add new schools, upload documents or have important deadlines coming up.

Don't Just Take Our Word For It

Sign Up for a Free Demo