Genie

Genie For Schools

For financial aid offices & institutions

Financial aid office team collaborating

Built by someone who sat where you sit. Every feature was designed for the real work that happens inside a financial aid office — not just the theory.

Why offices choose Genie

  • 15 years of FA office experience behind every answer
  • 34 CFR federal regulation-grounded responses
  • R2T4 step-by-step SAMPLE worksheet (unofficial) plus a SAMPLE FAFSA / SAI estimator
  • FERPA-minded by design — no student PII or FTI required

What Genie does for your office

SAMPLE FAFSA / SAI estimator

Walk families through a projected Student Aid Index and Pell Grant with the in-app SAMPLE FAFSA estimator. It is not a filed FAFSA and not an ISIR — send them to studentaid.gov to apply.

SAMPLE Cost of Attendance

Build a direct vs. indirect budget for any university, community college, graduate, or trade program with the SAMPLE COA worksheet. Starting points are published sector averages — staff should overwrite them with the institution's official COA.

R2T4 worksheets

Walk through Return to Title IV with the in-app SAMPLE worksheet, including mid-semester scenarios and compliance reminders. Outputs are unofficial — a certified administrator must review them before any funds move.

Audit preparation

Instant reference for program reviews, internal audits, and OIG inquiries. Covers SAP, verification, COA, and packaging.

Regulation reference

34 CFR, FSA Handbook, HEA Title IV — in plain language. No more hunting through PDFs at 10 p.m.

Staff training

Help new financial aid staff get up to speed on dependency overrides, professional judgment, and aggregate limits.

Always current

Coverage of FSA guidance, Dear Colleague Letters, and policy changes — updated as rules move.

Built for compliance

  • Answer policy questions without submitting student records
  • SAMPLE watermarks on generated offer-letter drafts — never confused with official documents
  • R2T4 outputs include mandatory disclaimers requiring certified administrator review
  • Does not give personalized loan-repayment, IDR, or forgiveness strategy as legal advice
  • Data Processing Agreement template available for institutional review — see the School DPA

Request a demo

Email elementone27@gmail.com from your institution address. Include school name, OPEID if you have it, and what you want to see (R2T4, audit prep, staff training).

Request a demo