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Counselor Portal Overview

The counselor experience runs inside the Counselor Portal.

Entry route

Counselor routes

RoutePagePurpose
/counselor/dashboardDashboardOperational summary: students, leads, tasks, activity
/counselor/leadsLeadsManage incoming prospects and funnel movement
/counselor/studentsStudentsView assigned students and profiles
/counselor/applicationsApplicationsTrack and update active submissions
/counselor/tasksTasksCreate and monitor student task execution
/counselor/documentsDocumentsReview uploads and document completeness
/counselor/chatChatCommunicate with students and internal teams
/counselor/blogBlogDraft and manage counselor-authored content
/counselor/settingsSettingsAvailability, profile, and portal preferences
  1. Start in Dashboard for alerts and priorities.
  2. Process Leads and assign immediate follow-ups.
  3. Review Applications for stage updates.
  4. Clear urgent messages in Chat.
  5. Close the day by updating Tasks.