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V I S A P I L O T — Consultancy OS

One student. Start to finish. In one place.

VisaPilot helps study-abroad consultancies manage the entire student journey while automating the chasing, reminders and status updates.

6 stages, one record
0 spreadsheets to reconcile
1 login per student
app.visapilot.com/dashboard

Consultancy overview

AUTUMN 2026 INTAKE AR
Active students
312
18 added this week
Applications live
486
41 submitted in 7d
Offers received
129
26.5% of applications
Visas approved
71
4 awaiting biometrics
Student pipeline
312 ACTIVE
On track Waiting on student Deadline at risk
Enquiry42
Ananya Sharma
Instagram · UK, MSc Data
MNNew
Rohan Gupta
Referral · Canada, MEng
ARNew
Counselling58
Fatima Sheikh
Shortlist: 6 universities
SQCall done
Nikhil Menon
Germany, MSc Robotics
MNCallback
Documents71
Sara Thomas
7 of 9 collected
JM2 missing
Yash Patel
IELTS pending
SQOverdue
Applications86
Karthik Iyer
Leeds, Sheffield, Monash
MN3 live
Meghna Bose
UBC, Toronto
RDSubmitted
Offer & Visa39
Aisha Khan
TU Munich · deposit paid
ARVisa filed
Devika Rao
RMIT · CAS awaited
RDWaiting
Enrolled16
Arjun Nair
Trinity College Dublin
SQInvoiced
Priya Raj
Purdue University
MNEnrolled
Counsellor workload
ACTIVE FILES
MNMeera Nair74
ARAditya Rao66
SQSana Qureshi59
RDRhea Dsouza53
JMJoel Mathew60
Document progress
THIS WEEK
Passport & photo ID298 of 312 verified96%
Academic transcripts264 of 312 verified85%
English test scores211 of 312 verified68%
Financial statements147 of 312 verified47%
Upcoming deadlines
3 urgent
Yash Patel · IELTS uploadUniversity of LeedsToday
Devika Rao · CAS requestRMIT Melbourne2 days
Aisha Khan · depositTU Munich4 days
Round 2 closesUniversity of Toronto11 days

Scroll across the six stages

The complete student journey

Six stages. One student record.

Nothing is re-keyed between stages. What the counsellor captures on the first call is still there when the commission invoice goes out.

01

Enquiry

Leads arrive from forms, social, walk-ins and referrals, and are routed to a counsellor within seconds.

New leadAUTO
Source captured Instagram
Assigned to Meera N.
First call due in 2h
02

Counselling

Every call, message and shortlist decision is logged against the student, so any counsellor can pick the file up.

Call logged14 MIN
Budget & intake UK, Sep 26
Shortlist built 6 unis
Callback task Thu 11:00
03

Documents

The student uploads once. VisaPilot reads the file, fills the student's details and flags what is still missing.

Passport.pdfPARSED
Number extracted M••••9214
Expiry autofilled 04 / 2031
Still missing 2 of 9
04

Applications

One student, many universities — each with its own deadline, portal reference and current status.

3 applicationsLIVE
Univ. of Leeds Submitted
Sheffield Hallam In review
Monash Draft
05

Offer & Visa

Offers, deposits, CAS and visa filings tracked on one timeline, with the student notified at each step.

Offer receivedCONDITIONAL
Deposit paid £2,000
CAS issued 18 Aug
Visa decision Awaiting
06

Enrolled

Enrolment confirmed, the commission raised against the university, and the file closed with its full history intact.

EnrolledCLOSED
Enrolment confirmed 01 Sep
Commission raised INV-2431
Payment expected 30 Nov

Scroll across the six stages

Your counsellors

Let your counsellors focus on decisions.

The admin around a student file — who owns it, what is missing, who to chase today — is handled by the system. What is left is the judgement only a counsellor can make.

  • Leads automatically assignedRouted by intake, destination or round-robin the moment they arrive.
  • Calls and conversations loggedEvery call, note and message sits on the student's own timeline.
  • Document reviewAccept, reject with a reason, or request a re-upload in one click.
  • University shortlistsBuild, compare and lock a shortlist against the student's profile.
  • Application progressPer-university status, portal reference and deadline in one view.
  • Offer, deposit and visa trackingFrom conditional offer through CAS to the visa decision.
  • Commission invoicingRaise and track what each university owes once a student enrols.
MN

My caseload

MEERA NAIR · 74 ACTIVE FILES
6 tasks today
Today
TUE 08 SEP
Callback · Nikhil MenonGermany intake · shortlist review11:00
Review 4 documentsSara Thomas, Yash PatelDue
Leeds deadline · Yash PatelIELTS score still missingToday
Offer to confirm · Aisha KhanTU Munich · deposit due FridayReady
Karthik Iyer
Applications
University of LeedsMSc Data Science · ref UKL-40218Submitted
Sheffield HallamMSc Big Data · ref SHU-11907In review
Monash UniversityMDS · not yet submittedDraft
File completeness
9 ITEMS
PassportVerified
Degree transcriptsVerified
IELTS score reportMissing
Bank statementIn review
78%

Automation

The work happens by itself.

One student action sets off the whole chain. Nobody has to remember to assign the lead, raise the task, chase the document or tell the student what changed.

TRIGGERLead createdForm, social, referral or walk-in.
STEP 01Counsellor assignedBy destination, intake or load.
STEP 02Callback taskRaised with an SLA on the counsellor's day.
STEP 03Documents collectedChecklist sent, uploads parsed on arrival.
STEP 04Deadline remindersStudent and counsellor nudged before, not after.
STEP 05Application updatesStatus changes land on the student's timeline.
STEP 06Student notifiedPortal, email or WhatsApp — no manual message.
RUN LOG Every automated action is written to the student's file, so you can always see what fired and when.

Automation run log

ANANYA SHARMA · STU-2026-0412 7 actions · 0 manual
TimeAutomated actionTriggered byResult
09:14:02Lead created from Instagram formWeb form · UK enquiryCaptured
09:14:03Assigned to Meera NairRule · UK destinationAssigned
09:14:03Callback task raised · due 11:14SLA · 2 hoursScheduled
11:38:20Document checklist sent to studentStage · Counselling → DocumentsDelivered
14:02:57Passport parsed · 4 fields autofilledUpload · passport.pdfAutofilled
08:00:00Reminder · IELTS score due in 3 daysDeadline · Leeds R2Nudged
16:41:12Student notified · application in reviewStatus · Sheffield HallamNotified

Student portal

Give every student their own command centre.

Students get their own login — a checklist of what to send, somewhere to send it, and an honest view of where their applications actually stand. The “any update?” messages stop.

AS

Hello, Ananya

MSC DATA SCIENCE · UK · SEP 2026
Journey stage
Applications
Step 4 of 6
Documents
7 / 9
2 to send
Applications
3 live
1 in review
Next deadline
3 days
IELTS score
Your document checklist
Upload
PassportAccepted 12 Aug · expires 04/2031Accepted
Degree transcriptsAccepted 14 Aug · 3 filesAccepted
Bank statementUploaded 02 Sep · with your counsellorPending
Statement of purposeRejected — needs the 2024 gap explainedRe-upload
IELTS score reportRequired for Leeds Round 2Due in 3d
Application progress
University of LeedsOffer
Sheffield HallamIn review
Monash UniversityDraft
Your journey
Conditional offer — Leeds06 Sep · reply by 20 Sep
Application submitted28 Aug · Sheffield Hallam
Transcripts accepted14 Aug · by Meera Nair
AS
Ananya SharmaSTU-2026-0412
New offer University of Leeds Conditional offer · reply by 20 Sep
DOCUMENTS7 / 9
Passport
IELTS report3d
Upload document

Intelligence for owners

Know where your business is actually growing.

Which counsellor converts, which source is worth the spend, where students quietly fall out, and how much commission is already sitting at offer stage.

Business intelligence

OWNER VIEW · LAST 6 MONTHS RD
Commission at offer stage
₹41.2L
21% vs last intake
Enquiry → enrolled
7.1%
88 of 1,240 enquiries
Avg. days to offer
34
6 days faster
Cost per enrolment
₹9,840
12% vs last intake
Where students drop off
1,240 ENQUIRIES

Biggest single loss is between counselled and documents complete — 216 students, most of them never sending an English test score.

Commission secured at offer stage
₹ LAKH / MONTH
45 22 0 MarAprMayJunJulAugSep 41.2
Raised & unpaidAwaiting university settlement₹18.6L
At offer, not yet enrolled129 students holding offers₹22.6L
Counsellor conversion
ENQUIRY → ENROLLED
SQSana QureshiSana Qureshi — 9.4%9.4%
MNMeera NairMeera Nair — 8.2%8.2%
ARAditya RaoAditya Rao — 6.8%6.8%
JMJoel MathewJoel Mathew — 6.1%6.1%
RDRhea DsouzaRhea Dsouza — 4.5%4.5%
Lead-source performance
CONVERSION
ReferralsReferrals — 14.2% of 214 leads14.2%
Education fairsEducation fairs — 9.5% of 168 leads9.5%
Google AdsGoogle Ads — 6.9% of 402 leads6.9%
InstagramInstagram — 4.6% of 358 leads4.6%
Walk-inWalk-in — 3.2% of 98 leads3.2%
Cost per enrolment
BY SOURCE
SourceLeadsEnrolledCost / enrol
Referrals21430₹1,120
Education fairs16816₹7,400
Google Ads40228₹12,900
Instagram35811₹24,300
Walk-in983₹2,050

Built-in assistant

Answers from the student's own file.

Students ask the same routine questions all day — what is missing, what was accepted, when the deadline is. The assistant answers from their record and their documents, and cites where the answer came from.

“If the answer isn’t there, VisaPilot doesn’t guess. It passes the question to the counsellor.”

  • Grounded in one file onlyIt can read that student's record. It cannot see anyone else's.
  • Every answer is sourcedThe document and date behind an answer are shown with it.
  • Escalates instead of inventingAnything outside the record becomes a task for the counsellor.

VisaPilot Assistant

ANANYA SHARMA · STU-2026-0412
Your file only
AS
Has my bank statement been accepted yet?
Not yet. Your bank statement was uploaded on 2 September and is with Meera Nair for review. Two items are still outstanding: your IELTS score report (needed by 11 September for Leeds Round 2) and a revised statement of purpose.
From your file · documents, updated 2 Sep
AS
Will Leeds give me a scholarship?
That isn’t in your file, so I won’t guess. I’ve sent the question to Meera Nair.
Passed to counsellor
Task raised for Meera Nair · due today 17:00

Privacy & boundaries

Everyone sees exactly what they should.

Access is decided by role, not by trust. A student, a counsellor and an owner open the same system and see three different things.

Students see their own journey

Their checklist, their uploads, their applications and their deadlines. No other student, no internal notes, no commission figures.

SCOPE — ONE STUDENT RECORD

Counsellors see their own caseload

The students assigned to them, with the full file and history. Not the whole branch, and not the numbers the owner is looking at.

SCOPE — ASSIGNED FILES

Internal business information stays internal

Commission, conversion, cost per enrolment and counsellor performance are owner-level. They never appear in a student or counsellor view.

SCOPE — OWNER ONLY

Ready when you are

Stop chasing applications. Start running your consultancy.

See how VisaPilot can transform the way your consultancy manages every student.

Book a Demo