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Agent · Backlog

Disbursement and Repayment Onboarding Agent

Coordinates school disbursement or refinance payoff, loan boarding to the servicing platform, and borrower onboarding into autopay and repayment-plan selection, including grace-period transitions.

Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Schedule and reconcile disbursements to schools or payoffs to prior servicers
  • Board loans and validate data integrity on the servicing platform
  • Enroll borrowers in autopay with rate-discount disclosures
  • Explain grace period, repayment start date and plan options
  • Send welcome and first-bill communications

Systems and data it works with

  • LOS
  • Servicing platform (e.g., Nelnet Velocity)
  • ACH rails
  • School disbursement systems
  • CRM