SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our more than half a million members fast access to tools to get their money right. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. Whether they’re looking to buy a home, save money on student loans, grow in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial independence as a result.
SoFi's size, market share, and financial strength: SoFi is a profitable company and well-funded from our largest investor SoftBank. SoFi controls over 60% marketshare in student loan refinancing. § SoFi's Brand: SoFi's mission is to support our members and "Get Their Money Right." We do this by doing what's best for our members from live support (phone, email, chat), on-site events, robust education and technology, and free access to non-commissioned CFPs. § Customer support: SoFi employees over 600 plus customer service and operations workers. We are well positioned to support our employers and their employees 24/7 on their time. Our CFP team can schedule one-on-one debt management counseling for your employees. § Education: SoFi's education team publishes hundreds of articles per month and builds robust technology tools like our Debt Navigator tool that allows an individual to quickly enter in their student loan information and receive advice on best re-payment programs whether that's federal or private. § Welcome perks: Because SoFi underwrites our own loans, we can offer the most competitive welcome bonuses. § Best-in-class products: Everything SoFi builds is for our members and employers. SoFi's software can allow an employee to get answers quickly or take action.Get More Info
SoFi @ Work Information Sheet.pdf
SoFi_Program Design Plan.pdf
You must be a registered user of Shortlister to access this information . Click below to register and download these materials .
You must be a registered user of Shortlister to access this information . Click below to register and see this vendor’s clients .
will be in touch to provide pricing info shortly . They may need more specific information about the program you’re looking for, so that they can provide pricing on the most appropriate features and components .
|Shortlister Public Site
|Who can Access Shortlister?||Versions of the Shortlister app are available for employers and benefits consultants to access detailed information on service providers and issue RFPs.||Anyone can access the basic vendor data listed on the Shortlister public site, free of charge.|
|Do employer & consultant users pay to access Shortlister?||Yes – There is a monthly subscription fee||No – Shortlister's public site has tens of thousands of visitors per month that are researching vendors. They do not pay to access this basic vendor data.|
|Do service providers pay to be listed?||No – Service providers can enroll on the Shortlister app for free.||No – Service Providers do not pay to be listed on the Shortlister public site.|
|Can service providers pay to improve their position?||No – The Shortlister app's matching algorithm is completely neutral & unbiased. It matches employer & consultant users with service providers based on how closely the buyers requirements match the service provider's capabilities.||Yes – ONLY on Shortlister's public site. Service providers can bid to show up higher on listing pages. This is how Shortlister is compensated for the substantial effort it takes to curate this pages and vet vendor data.|
|What if a service provider doesn't pay Shortlister?||Nothing – Service providers don't pay a fee to participate on the Shortlister app and are matched based on how well their capabilities align with a buyer's demographics and needs.||Service providers will still be listed on the pages for the services they provide, they will just be listed below those that have bid to list higher on that particular product page.|
|What about the Top Vendor lists at the top of the product listing pages? Is there a fee to be listed?||Not Applicable – The Shortlister app doesn't display Top Vendor lists because the algorithm generates a custom list based on the customer's needs.||Yes - There is a nominal fee of $50 per quarter that's charged if a service provider is approved for a Top Vendor list. Shortlister evaluates vendor capabilities & market performance data to determine who should be listed. Evaluating this data takes considerable time and effort, so the nominal $50 fee covers the cost of the work it takes to curate these lists. If a vendor applies for a Top Vendor list but doesn’t meet the criteria, they are not charged a fee.|
|Who provides reviews of service providers?||Reviews on Shortlister's app are collected from employers and consultants. Service providers are also able to collect reviews from their customers, once they are validated by Shortlister. When a user is logged into the Shortlister app, they can clearly see the source of the review.||Public site reviews are an aggregation of employer, consultant and provider-collected reviews. There is no way for public site visitors to differentiate the source of the review.|
|Do service providers see information and reviews put in the site by your users?||Service providers cannot see the information put in by Shortlister's consultant and employer users.||Service providers can see information that was collected from their own clients.|