Live Webinar | July 15 @ 1 PM ET

OBBBA Live Q&A

The Department of Education is continuing to refine and update OBBBA. Get the latest and submit your questions on all things OB3.

Ask questions and hear answers live from Portico’s financial aid team, drawing on decades of experience interpreting these changes and what they mean for your institution.

Save your seat.

An innovative leader known for her operational expertise and compliance accomplishments within higher education, Siana has a 24-year track record overseeing Title IV operations for mid- and large-sized institutions, as well as those at Campus Ivy, which she co-founded.

With over a decade of collaborative experience building market-defining financial aid software products, Siana’s revolutionary approach to financial aid servicing strategically leverages technology along with her deep industry knowledge.

Accurate loan limit identification for affected students

Grandfathering logic based on packaging & expected graduation dates

Enrollment transition tracking (LOAs, withdrawals, transfers) & loan eligibility impact

Continuous monitoring of enrollment changes: swaps, drops & status changes

Automatic loan reassessment before disbursement when enrollment thresholds are crossed

Grandfather end date tracking for legacy rules

Institutional loan limit controls by program (SUB, UNSUB & PLUS)

Pell eligibility updates based on external funding, scholarships & grants

Graduate, doctoral & professional classifications tied to new loan limits, including psychology & theology distinctions

Portico for Financial Aid Management

Frequently Asked Questions

What is Portico Financial Aid?

Portico Financial Aid brings together automation software, fully managed financial aid services, and compliance support, built for career schools.

You can run aid in-house using software, outsource it through managed services, or get help with specific projects like compliance reviews and interim staffing.

Portico supports nursing, allied health, beauty and wellness, trade and technical schools, and more.

Who is Portico Financial Aid for?

Portico Financial Aid is designed primarily for Financial Aid teams—especially Directors of Financial Aid and Financial Aid Officers who manage day-to-day packaging, compliance, and student funding.

It also supports the broader school leadership and operations teams involved in financial aid oversight and student finance, including executives (CEO, CFO, COO), compliance and regulatory staff, operations leaders, and IT teams responsible for system integrations and data management.

Is Portico's CORE FA Software ready for OBBBA?

Portico's Financial Aid CORE is ready for OBBBA, keeping your institution compliant and reducing the operational complexity your team would otherwise have to manage manually.

New OBBBA capabilities now in CORE:

Accurate loan limit identification for affected students
Grandfathering logic based on packaging & expected graduation dates
Enrollment transition tracking (LOAs, withdrawals, transfers) & loan eligibility impact
Continuous monitoring of enrollment changes: swaps, drops & status changes
Automatic loan reassessment before disbursement when enrollment thresholds are crossed
Grandfather end date tracking for legacy rules
Institutional loan limit controls by program (SUB, UNSUB & PLUS)
Pell eligibility updates based on external funding, scholarships & grants
Graduate, doctoral & professional classifications tied to new loan limits, including psychology & theology distinctions

Can Portico's FA Managed Services help us get ready for OBBBA?

Yes. Portico's team of specialists acts as an extension of your own team, taking care of back-end details like document review, ISIR corrections, reconciliation, and much more. Whether you’re ramping up for enrollment season or need long-term support, Portico is here to reduce risk, accelerate processing, and keep your school compliant as you navigate the changes in the OBBBA legislation.

Does Portico integrate with existing systems?

Yes. Portico integrates with Department of Education systems (COD, NSLDS, Clearinghouse) and most SIS/ERP platforms through flexible API or FTP connections. Our team works with schools and vendors to set up reliable, bi-directional data exchanges.

Will it be hard for my team to adopt?

Portico Financial Aid Software is web-based with a short learning curve, and onboarding includes training resources, live Q&A, documentation, and a dedicated account manager.

Does Portico meet my institutional security requirements?

Portico is compliant with federal requirements and regularly audited. Data is encrypted in transit and at rest, with MFA and role-based access controls.

What happens after I request a demo?

A team member will learn your setup, bottlenecks, and goals, then provide a custom demo and best-fit recommendation with pricing for your use case.

Real success, real stories.

We can now handle more students in less time while being 100% compliant.

The tool is great. It's very intuitive, user-friendly, and most importantly, it allows for automation in almost every step in financial aid processing.

The tool is very complete and helps you understand all the intricacies of financial aid.

I now trust our financial aid tool... it's now easier for them [students] to check their applications, files and sign any document.

Portico became the strategic partner we were looking for to streamline financial aid.

FINANCIAL AID MANAGEMENT

Faster financial aid
processing, reduce compliance risk.

Portico Financial Aid combines automation, expert services, and compliance support for career schools. Built for clock hour, credit hour, term-based, and hybrid programs.

Get ready for OBBBA