What’s New and Next at FACTS: Q2 2025 Product Roadmap Update

We’re back with the second installment the FACTS quarterly product roadmap series (If you missed them check out the FACTS Q1 2025 updates here)! At FACTS, your feedback continues to guide how we build and improve our solutions, and we’re committed to keeping you in the loop every step of the way. In this update, you’ll get a look at what launched in April-June of 2025, what’s currently in progress, and what’s ahead across our product suite. Keep reading for your official Q2 2025 update.

Product Updates:

• FACTS Student Information System
• FACTS Application & Enrollment
• FACTS Financial Aid Management
• FACTS Payment Plans & Billing

Student Information System

What’s New With FACTS Student Information System

Scheduling Enhancements in FACTS SIS:
We launched the first phase of scheduling enhancements in FACTS Student Information System on June 9, 2025. This release included an update to the FACTS general scheduling application, updates to templates and patterns, and a new person locator in FACTS SIS, which can be used to locate students and staff members according to their daily schedule.

FACTS SIS Medical Module Redesign:
Released May 27, 2025, FACTS SIS has new medical enhancements, including a brand-new interface along with many at-a-glance features to help school medical staff manage student health records. We also completed key school-requested updates in FACTS SIS, like removing the ability to overwrite medical notes and allowing staff to select relationship types before emailing parents about medical events.

FACTS SIS Main Menu and Navigation Bar:
On June 9, 2025, we released a new main menu and navigation bar in FACTS SIS that includes a more modern look with icons for menu items and better placement of help icons.

What’s Near With FACTS Student Information System

New Dashboard Builder in FACTS SIS:
FACTS Student Information System is getting a new Power BI embedded reporting solution designed for K-12 school users. It enables educators to create, customize, and share dashboards using live data from the SIS. Users will have access to pre-built dashboards such as Student Information, Medical, Behavior, Admissions, or At-Risk. Additionally, school users can export reports for use in meetings or compliance reviews. With Dashboard Builder, FACTS making data accessible for all users!

Multi-Factor Authentication (MFA) Progress in FACTS SIS:
FACTS is excited to share the latest progress on our rollout of Multi-Factor Authentication (MFA) for SIS users.

Since our last update on MFA progress for FACTS Student Information System:

• We completed beta testing with a group of schools using Premier Integration.
• We gathered feedback from a broader set of users across FACTS SIS.
• Based on that feedback, we extended the authentication window from 4 hours to 8 hours, reducing the need for frequent re-authentication during the day.

What to Expect With these MFA Updates in FACTS SIS:

• Rollout Timeline: We are targeting to have all FACTS SIS schools enabled by the end of August 2025.
• Advance Notice: FACTS Schools will receive at least two weeks’ notice before MFA is enabled. Notifications will come from your Account Manager and appear directly in FACTS SIS via in-app messaging.

For more information on MFA and related changes for FACTS Student Information System, please visit: https://www.nbshubhelp.com/

What’s Next With FACTS Student Information System

Here’s a sneak peek at some things FACTS is exploring and building behind the scenes. These updates are on the FACTS product roadmap, but they might take a little time—good things are worth the wait! Want to share your thoughts or stay in the loop in the meantime? Join the conversation in FACTS^SPACE.

Continued Progress on Scheduling:
We continue to work on our large, comprehensive update to scheduling in FACTS Student Information System. This project will include an updated interface to make scheduling more intuitive for school staff, added features such as teacher recommendations and the ability to mass update classes, and improvements to reporting to help manage scheduling conflicts and ensure scheduling is complete. The project also includes enhancements to courses and classes that support the scheduling process. This is an ongoing initiative, with features released in phases.

• Phase 1 is live as of Q2 2025. Here’s what’s coming next:
• Phase 2 – Course Requests
• Phase 3 – Courses, Classes, and Rooms
• Phase 4 – Manual and Auto Scheduling Enhancements
• Phase 5 – Updates to schedule reporting

Application & Enrollment

What’s New With FACTS Application & Enrollment

Multi-Factor Authentication (MFA) Coming to FACTS Application & Enrollment:
The FACTS Application & Enrollment teams released all changes needed to be ready for the multi-factor authentication (MFA) launch scheduled for Q3 2025.

What’s Near With FACTS Application & Enrollment

FACTS is introducing Inquiry Triggers to Email Series Manager in Application & Enrollment, enabling school administrators to automatically send nurturing emails to parents who submit an inquiry. This enhancement also includes an opt-out option for marketing emails, giving families greater control over the communications they receive.

What’s Next With FACTS Application & Enrollment

New Look and Experience for Inquiry & Application:
FACTS is continuing to modernize the Parent Inquiry and Application experience in Application & Enrollment! Over the next year, we’ll transform the look and feel of our platform to provide a more modern and visually appealing experience.

But that’s not all. Our focus is also on enhancing the user experience within FACTS Application & Enrollment with improved, intuitive, and streamlined workflows, all built with a mobile-first design approach to ensure accessibility and ease of use across devices. Expect a smoother, more efficient process that will make your parents’ interaction with FACTS Application & Enrollment more enjoyable.

Here is a sneak peek at the design:

Financial Aid Management

What’s New With FACTS Financial Aid Management

SIS Current Student Status Integration in FACTS Financial Aid:
Previously, we added the ability to show the SIS student admission status and new/returning status in FACTS Financial Aid Management custom reporting. Now, you can also add the SIS current student status for an up-to-date status throughout the school year.

IRS Integration Q2 Updates in FACTS Financial Aid:
FACTS Financial Aid now offers the ability for co-applicants who file separately to get their tax transcripts through IRS integration.

Supplemental Document Enhancements in FACTS:
Supplemental documents in FACTS Financial Aid allows schools to collect extra documents outside of the FACTS collected and reviewed tax documents.

FACTS added two enhancements in Financial Aid Management to increase flexibility in triggering document requests, ensuring only relevant families see them as a requirement. School administrators can now can conditionally request documents based on:

• Family Not Filing Taxes (DNF Status): Request documents from families not filing taxes, such as an attestation of non-filing.
• Internal Tracking Fields selection: This allows you to tie a document requirement to a checkbox or drop-down option for internal tracking, allowing you to add document requirements after reviewing a family’s submitted application. You will be able to leverage all the tools associated with internal tracking, such as being able to assign documents in mass within reports.

New Fund Details Page in FACTS Financial Aid:
As part of the ongoing modernization effort in FACTS Financial Aid Management, we’ve updated the Fund Detail Awarding page with a refreshed design, full-screen viewing, faster reporting, and an improved user experience!

Student Submit Date/Timestamp as a Reporting Field:
To assist with scholarship organizations prioritizing by submission date and time, we’ve added a student specific submit date and time stamp reporting field that can be added to all custom reporting areas.

Preference School Change Notification:
Scholarship organizations will now get a notification in the Daily Digest when a student’s preference school changes.

What’s Near With FACTS Financial Aid Management

Coming Soon for FACTS Financial Aid IRS Integration:

• Most Recent Year Tax Return: FACTS added the ability to retrieve the most recent tax documents from the IRS within the FACTS Financial Aid Management. This will become available as soon as the IRS fixes an issue with the 2024 transcripts, which is scheduled to be released July 20, 2025.
• W2s: FACTS will be adding the ability for applicants and co-applicants to get their W2s directly from the IRS in addition to the tax returns. This will include both the prior year and most recent year W2s as they become available through the IRS. We expect to release this on July 28, 2025.

Turn Off W-2 Wage Adjustment & New Year Document Override:
Currently, FACTS Financial Aid Management automatically adjusts a family’s income based on the most recent W-2 when paired with a prior year tax return and will use the most recent tax return when submitted by a family.

Some of our schools and scholarship organizations have requested the ability to turn off this automatic adjustment in FACTS Financial Aid Management, allowing them to receive more recent year’s W-2s without it affecting the family’s assessment, or still request and use the prior year tax return in the assessment even when the most recent year has been received. This will be an optional setting.

What’s Next With FACTS Financial Aid Management

Prefill Custom Questions for Returning FACTS Users:
To continue to make the applicant process easier for returning families, FACTS Financial Aid Management is adding the ability to select if the responses to a custom question should be pre-filled based on last year’s responses. This can be chosen per custom question, and applicants will still have the ability to update the response if something has changed from last year.

Payment Plans & Billing

What’s New With FACTS Payment Plans & Billing

3rd Party Payment Function in FACTS Payment Plans:
FACTS Payment Plans & Billing now has the ability to record a Payment at an Institution from a third party, such as payments from school choice programs. This will give schools better reporting on the money received from school choice programs and ensure the parents’ payment summary is accurate, as it will not include these payments.

What’s Near With FACTS Payment Plans & Billing

FACTS 3rd Party Payment at Institution Phase 2:
Following the initial release of this enhancement in FACTS Payment Plans & Billing, we received valuable feedback that highlighted opportunities for greater flexibility. As a result, we will be adding support for multiple editable third-party adjustment reasons.

What’s Next With FACTS Payment Plans & Billing

Auto-Replenish Prepay Accounts Coming to FACTS:
FACTS is working on adding the ability for families to have their Prepay Account automatically refreshed from a saved account in Payment Plans & Billing when the balance reaches a certain threshold. Love this idea and want the most up-to-date news? “Like” the idea in FACTS^SPACE and you’ll be among the first to know!

Mass Transfer of Funds & Credits in FACTS:
FACTS is excited to announce that we will soon be adding the capability to transfer funds and credits in mass in FACTS Payment Plans & Billing. Previously, we introduced this feature for balances due and received valuable feedback indicating a need for similar functionality for funds and credits.

Parent Invoices in FACTS for School Choice Programs:
To meet state requirements, FACTS aims to provide parents with compliant documentation that supports state-level funding processes. This ensures regulatory adherence while simplifying the experience for families.

Payment Plan Modernization in FACTS:
Modernizing the FACTS Payment Plan enrollment experience enables parents to sign up for a payment plan from any device, streamlining and simplifying the enrollment steps, and enhancing existing processes. The updated experience will include compliant disclosures and leverage a design system to ensure a modern, accessible, and user-friendly interface.