Student Transfer Credit Evaluation

Seamless Transfers with Our
Agentic AI-Powered Solution

Boost student enrollment and maximize your team’s performance with ProcessMaker's AI-Powered Transfer Credit solution. Automate the entire credit evaluation process - from data collection to validation and decision-making - to deliver faster, more accurate results for transfer students. With our intelligent agents working behind the scenes, you’ll reduce errors, accelerate turnaround times, and provide a seamless experience that drives student satisfaction and institutional success.

Seamless Transfers with Our Agentic AI-Powered Solution

Addressing What Is Most Important

60%

of students attend more
than one collegiate institution

2.5x

graduation rates from colleges
with higher credit acceptance rates

$15,400

in lost wages for students from
transfer-related delayed graduation

Accelerate Transfer Credit Decisions with Applicant Automation

Accelerate Transfer Credit Decisions with Applicant Automation

Transform the applicant experience and streamline your team’s workload with ProcessMaker's TCE Solution. Our system is continuously trained on hundreds of real-world transcripts, enabling Automatch to instantly compare incoming courses against your institution’s equivalency tables with remarkable accuracy.

For courses without an existing match, the solution automatically triggers a workflow - retrieving course descriptions, suggesting potential equivalencies, and routing them to the right approvers for rapid review.

Convert More Transfer Prospects with Personalized Credit Insights

Convert More Transfer Prospects with Personalized Credit Insights

ProcessMaker's TCE Solution helps your enrollment team attract, engage, and convert transfer students faster by showing them exactly how their existing credits can work for them. With the power of Agentic AI, students can upload their unofficial transcripts and instantly see how their completed coursework applies toward degrees at your institution - helping them choose the best major, plan their path, and graduate sooner.

By delivering clear, personalized credit evaluations upfront, your team builds trust, reduces uncertainty, and keeps prospective students moving confidently toward enrollment.

How our Agentic AI Works

Agentic AI transforms Transfer Credit Evaluation by getting the work done - not just asking for answers.

  • Prospect Stage: Instantly analyze uploaded transcripts to evaluate completed coursework and recommend the majors that best maximize transfer credits at your institution.
  • Applicant Stage: Automatically scan and extract course data, retrieve course descriptions, and suggest new equivalencies when no match exists - giving approvers everything they need to finalize evaluations with confidence.
  • Behind the Scenes: Agentic AI continuously works in the background to reduce bottlenecks, eliminate repetitive tasks, and handle the heavy lifting - so students and staff can focus on what matters most, without constant back-and-forth.

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Seamless SIS Integrations Built for Higher Ed

Ellucian Partner

As an Ellucian Partner, ProcessMaker connects seamlessly with leading SIS platforms like Banner and Colleague, ensuring your transfer credit workflows stay aligned with the systems you use every day.

Direct Database Integrations

Real-time data syncs directly with your SIS.

API Connections

Read and write data through available APIs.

Form Bot Automations

Eliminate manual entry with automated form bots.

Flexible Mix and Match

Combine integration types for your unique setup.

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OnBase Logo
Parchment Logo
Anthology Logo
Hyland Logo
TES Collegesource Logo
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Secure & Scalable

SFTP, VPN, and cloud/on-prem flexibility ensure every record, transcript, and equivalency moves securely and reliably.

Whether hosted on-premises or in the cloud, ProcessMaker adapts to your environment, keeping data consistent, compliant, and under your control.

What This Means For You

  • Faster, error-free transfer credit updates
  • Less IT overhead and manual coordination
  • Confidence in every interaction point

If the integration you need isn’t listed, we can build it. Your passion and collaboration are all we need.

Built on ProcessMaker Platform

End-to-End Workflow Automation

Map and run your custom workflows with our enterprise ready, yet easy to use, Platform. Mix and match human tasks with system tasks to drive anything from simple approvals to full-scale applications.

Robust Task Management

Role-based task assignment with SLAs, notifications and escalation rules, with user-based Inbox views for easy access and follow-up.

Customizable Rules & AI

Combine the deterministic policies and rules of Decision Tables with the agentic freedom of LLM-based AI tasks for unparalleled coverage of all your workflow needs.

Real-Time Tracking and Reporting

With automatic notifications, send alerts and reminders to ensure applications are processed in a timely manner.

Integration Capabilities

Seamlessly integrate with hundreds of external systems through API Data Connectors, custom SDKs and extensible AI-assisted scripting options.

Role-Based Access Control (RBAC)

Define roles and access levels for different users (e.g., students, evaluators, department heads) while protecting sensitive student information.

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Empower Your Team, Transform Your Business

Ensure both are successful with ProcessMaker.

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