Elevate Application Review With Your CRM

Prioritize Checklist Design
Prepare and test checklists well ahead of time in order to lay a strong foundation for efficient application review. That means properly configuring materials and testing checklist functionality before the arrival of all those student documents

Focus on Data Integrity
Duplicate records are a drag — they can distort reporting, delay decisions, and create avoidable frustration for applicants. Ensure that your team treats data deduplicating as an ongoing discipline — rather than a last-minute cleanup — to create smoother handoffs and a more reliable review pipeline. (Slate users: Visit Consolidate Records. Element451 users: See the Deduplication Module.)

Don’t Let Missing Materials Slow Review
Automated outreach to students with missing materials helps maintain momentum throughout the review process. For added support, have admissions counselors follow up with a text or phone call, as well. (Need some creative approaches to grab their attention? We have plenty to share!)

Nudge Stalled Applicants Across the Finish Line
Students who have started, but not completed applications have already demonstrated significant interest in your institution, but sometimes, they need a little extra help to complete the process. A well-designed campaign can re-engage these students, recover applications that might otherwise be lost, and provide your team with critical insight into friction points that can be addressed down the road.

Preserve Your Team’s Energy for High-Impact Work
Tools like Slate’s Reader AI or Element’s customizable rubric-based scoring feature empower your team to spend less time extracting key details from essays, transcripts, and letters of recommendations. These tools also make it easier to ensure that each file is evaluated against the same criteria at a base level before your human admissions counselors add nuance.