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/   Past Webinars   /   Webinar: Agency Portal Deep Dive

06/17/2025

Agency Portal Deep Dive: Maximizing Your Efficiency

In this webinar, we outlined how to maximize the features of the Agency Portal including tracking borrower progress, generating reports, and managing client cases efficiently. Plus, shared best practices for ticket creation for both agencies and borrowers.

Scroll down to access the webinar materials.

Webinar Materials

materials
Watch Recording

Check out the most recent webinar, "Agency Portal Deep Dive: Maximizing Your Efficiency"

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Partner Signup

Interested in partnering with us? Enroll today to kick off the journey to becoming an agency partner.

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Webinar Deck

Follow along with the recording by downloading a copy of the presentation.

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How Does SDS Compare?

SDS goes beyond other support programs and fills the gaps left by studentaid.gov and others.

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Client Counseling Session

See how to prep for a client counseling session in the SDS Agency Portal.

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Standard Mode Cheat Sheet

The essential guide for agency users to navigate and maximize the SDS platform.

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