2. Request a Proposal

Within its contents, a solid outline of the agency should be supplied. From the material provided, formulate questions for items needing more thoroughness, or not covered within, or as a sort of test for the representative who you will interview.

3. References

Ask for references. Seek institutions that best mirror yours; private, state or proprietary, size of school (FTE); type of receivable to be collected, i.e. Perkins, institutional loan, tuition; primary, secondary, etc.