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Student consultancy software

Student consultancy software for education agencies

Take a student from first enquiry to enrolled in one system: counselling, university applications, offers, CAS and visa, compliance checks, and the commission you earn on every place.

  • Study abroad consultancies
  • Education agents
  • Agencies with several branches
  • Sub-agent networks
Applicant pipeline

Every applicant, at every stage, on one board

Enquiries move through counselling, applied, offer, accepted, visa and enrolled, with deferred and lost kept too. Duplicate enquiries are caught, and eligibility checks match a student's grades and English score to courses.

  • Pipeline board from enquiry to enrolled
  • Duplicate detection on new enquiries
  • Eligibility and English score matching
Applicants · September intake
Enquiry
42
Counselling
18
Applied
11
Offer
7
Visa
4
Amina Hussain
MSc Data Science · Leeds
Offer
Omar Farooq
MBA · Birmingham
CAS requested
Sara Ali
BSc Nursing · Coventry
Applied
Commission due this intake£14,600
CAS, visa and compliance

CAS and visa steps tracked, so nothing is missed

Track each CAS and visa step with its deadline, follow country checklists, and verify documents against a playbook before anything is submitted. Passport details can be read straight from the photo page.

CAS, visa and compliance
  • CAS and visa tracker with expiry dates
  • Country checklists and document verification
  • Passport details read from the photo page
Commission and invoices

Know what every university owes you

Each application carries its commission, from accruing to settled, including instalments and clawbacks. Raise invoices to universities and keep your expenses on real double-entry books.

  • Commission per application, from accruing to settled
  • Invoices to universities
  • Expenses on double-entry books
Finance · Journal JRN-2026-0142
Fee raised, Autumn term
Balanced
CodeAccountDebitCredit
1100Fees receivable£1,240.00
4000Fee income£1,240.00
Dr £1,240.00Cr £1,240.00
Branches and partners

Branches and sub-agents, in one place

Run several offices and move students between them. Sub-agents get their own portal for their students, applications and commission, and head office can view it exactly as the partner sees it.

Branches and partners
  • Several branches, with student transfers
  • Sub-agent portal with its own sign in
  • Public page for new partners to apply
Also included

Everything else it takes

Course search website

A public storefront of courses, universities and destinations, with an enquiry form.

Student tracking link

Students follow their application and upload documents, no login needed.

Reports

Caseload, ageing, visa, compliance and commission reports, with CSV export.

Intakes

Courses carry their real intakes, so nobody is offered one that does not run.

Getting started

How it works

1

We set it up with you

Your logo, colours, classes or services, terms and prices. You start on your own set up, not a demo shell.

2

We move your records in

Your existing lists come across in a batch as part of joining. Nothing is retyped by hand.

3

You run the day to day

From any phone or laptop, from the first week. We stay on hand while your team settles in.

Questions

Student consultancy software: good to know

Yes. Every application carries its commission, which moves from accruing to settled, with instalments and clawbacks handled. You can raise invoices to universities from the same records.

Yes. Each CAS and visa step is tracked with its deadline, countries have their own checklists, and documents are verified against a playbook before submission.

Yes. Sub-agents get their own portal for their students, applications and commission, and head office can see it exactly as they do.

Yes. Each student can have a private tracking link showing where their application is, and they can upload documents through it without an account.

Yes. There is a live demo you can open now, or book a walkthrough on your own set up.

See ISMS set up for your consultancy

We will prepare a walkthrough on your own classes and fees. No obligation, no pressure.

Book a free demo