RFI/RFP Guidelines. Provided by CLFE CASFAA 2008, December 8, 2008 Anaheim , CA. Presented by, Thalassa Naylor, Sallie Mae. Why have a lender list? . For your students Competition encourages quality improvements and good service Choice – ability to pick the best lender for them
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Provided by CLFE
CASFAA 2008, December 8, 2008
Anaheim , CA
Thalassa Naylor, Sallie Mae
Planning is bringing the future into the present so that you can do something about it now.
- Alan Lakein, time management expert
Begin with the end in mind.
- Stephen Covey
1/1 – 1/15 1/16 – 2/28 3/1 – 3/14 3/15
Lender Response Time
Develop a scoring methodology
General Lender Information
Platform & Processing
Possible FFEL Topics
*may be irrelevant in current market
Possible Private Loan Topics
Invitation to Respond/Communication
Getting invitations out to lenders:
The following CLFE members indicate they provide support, tools or resources for developing an effective lender RFP.
http://www.tgslc.org/products/listassist/ or contact TG’s Lender Consultant team at [email protected]
or contact Lacey Carter at [email protected]
contact your USA Funds representative or Brent Dove at [email protected]
For the latest updated information, please go to our website at www.CLFE.org
This presentation and information compiled by the CLFE RFP Committee:
For more info and a more detailed document containing this information, please visit our website at www.CLFE.org