Work with counselor support
Understand how students and counselors collaborate on shortlist review, document review, follow-up tasks, notes, and application readiness.
Live product screen
This visual uses the current UniGeni.ai route instead of a mockup.
Capture source
Use the source URL when this screenshot needs to be refreshed after a UI release.
Follow the workflow
Know what counselors can help with
Counselors can review shortlist fit, documents, application requirements, tasks, notes, and readiness for submission.
Use student tasks as the shared action list
Follow-up tasks are visible to students when counselor or requirement workflows need action.
Open student tasksCounselors should use the portal queue
Counselors work from students, applications, documents, reports, invites, and saved program areas in the counselor portal.
Open counselor portalEscalate unclear or blocked applications
If a document is rejected, a requirement is ambiguous, or an intake is uncertain, use counselor notes or support channels before resubmitting.
Questions
Can counselors submit for me?
Counselor workflows can support review and follow-up, but student identity and application ownership must stay tied to the authenticated student.
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