The practical choice for Australian agencies
Sound familiar?
Too much of your education business is managed manually
When student records, applications, documents and commission data are spread across separate tools, routine work takes longer and important follow-ups are easier to miss.
Student information is scattered
Enquiries, documents, course preferences, application updates and communication are spread across inboxes, spreadsheets and shared folders.
Commissions are difficult to reconcile
Expected income, provider payments and sub-agent obligations are often tracked manually across separate files.
It is hard to see what needs attention
Without one clear view, applications stall, follow-ups are missed and expected income becomes difficult to forecast.
One connected platform
Manage the complete student recruitment journey
Casewise brings your student pipeline, providers, applications, documents, partner agents and commission records into one organised workspace.
Education CRM
The essential tools your consultancy needs in one system
Manage the commercial and operational sides of student recruitment without switching between disconnected spreadsheets, inboxes and applications.
Enquiries and student profiles
Capture new enquiries and keep personal details, education history, study preferences, notes and communication in one structured record.
- Study interests, destination and course type
- Education and visa history on the same record
- Every message kept with the student
Providers, courses and intakes
A searchable source of institution, course and intake information, instead of a spreadsheet somebody has to keep current.
- Course names, study areas, duration, fees and requirements
- Intake periods and availability for planning
- Admissions, finance and relationship contacts linked
Application management
Track each application through clear stages with assigned staff, required documents, follow-ups and outcome records.
- See what is waiting on a document, provider or student
- Offer, enrolment and next-action details recorded
- Application and enrolment activity by provider or intake
Partner agents and sub-agents
Manage external education agents, linked institutions, available courses and downstream commission arrangements.
- Which partner agents represent which institutions
- Courses reachable through a partner with no direct agreement
- Sub-agent obligations tracked to the payment
Commission management
Record commission agreements and track expected, received, outstanding and sub-agent amounts against the enrolments that generated them.
- Expected against received, by provider or agent
- Overdue amounts surfaced for follow-up
- Commission performance by reporting period
Documents, communication and reporting
Students upload what you ask for through their own portal, and everything you need to report on sits in the same place.
- Students upload through the portal, not email attachments
- Filed by student, application, provider and category
- Requested, received, reviewed or still missing at a glance
- Role-based access on sensitive student records
- Pipeline, provider and team-workload dashboards
Student journey
From first enquiry to enrolment and commission
Keep every stage visible, with the student, provider, application, documents and expected income connected.
Capture the enquiry
Record the student’s study interests, preferred destination, course type and contact details.
Build the student profile
Keep education history, visa background, documents, notes and communication together.
Match courses and providers
Connect students with suitable institutions, courses, intakes and application requirements.
Manage the application
Track progress, documents, assigned staff, follow-ups and provider updates.
Record the outcome
Maintain offer, enrolment and next-action details in the student record.
Track the commission
Record expected income, payment status, outstanding amounts and follow-up activity.
Commission management
Know what you expect to earn, what has arrived and what is still owed
Commission arrangements sit against the enrolments that generated them, so chasing an unpaid provider does not start with rebuilding a spreadsheet.
Without Casewise
- Agreements stored across inboxes and folders
- Expected payments tracked in spreadsheets
- Sub-agent obligations calculated manually
- Limited visibility of unpaid commission
- Provider follow-ups depend on staff memory
With Casewise
- Agreements linked to providers and agents
- Expected income connected to student enrolments
- Received and outstanding payments clearly recorded
- Sub-agent commission obligations visible
- Follow-ups and notes retained in the same platform
Record the agreement
Set the commission type, rate, payment terms and participating provider or agent.
Link the enrolment
Connect the relevant commission arrangement to the student and course enrolment.
Record expected income
Calculate or enter the amount your agency expects to receive.
Track provider payments
Mark amounts as pending, received, partially received or overdue.
Manage sub-agent obligations
Record the amount payable to a sub-agent after the provider commission is received.
Review commission performance
See expected, received and outstanding income by provider, agent or reporting period.
| Provider or agent | Expected | Status |
|---|---|---|
| Metro Institute | $1,200 | Received |
| Harbour College | $840 | Pending |
| Northline Institute | $2,100 | Overdue |
| Partner Agent · North | $650 | Received |
| Sub-agent · East | $420 | Pending |
Illustrative sample data only.
Education and migration
Manage both sides of your agency from one platform
Casewise connects education recruitment and migration practice management, so the same client does not need to be managed across separate systems.
Education management
- Student enquiries and profiles
- Providers, courses and intakes
- Application pipeline
- Partner agents and sub-agents
- Commission management
Migration management
- Client and dependant profiles
- Visa matters
- Document checklists
- Service agreements
- Invoices and tasks
Straight answers
What education consultancies ask us first
The questions that come up on every demo call, answered before you have to book one.
Yes. Education agents can use Casewise purely for student enquiries, provider and course management, applications and commission tracking. The migration side simply stays out of your way.
Run a more organised education consultancy
Students, applications, providers, partner agents, documents and commissions from one connected platform. Take an intake you are working on now and put it through.
14 days free trial · Cancel any time
Casewise helps Australian migration agencies and education consultancies manage their practice, clients, students and operations from one secure platform.
