Engages students, parents and graduates with personalized guidance on federal-first borrowing, private loan options, refinance timing and employer student-loan benefits, converting education into qualified leads.
Not yet specifiedSemi-autonomousComplexity: Low
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Explain federal vs. private loan trade-offs and FAFSA sequencing
Estimate borrowing need from cost of attendance and aid
Identify refinance candidates from rate, income and loan-type signals
Surface employer contribution and retirement-match programs
Route qualified prospects to application or coaching
Systems and data it works with
CRM/marketing automation
Loan aggregation (NSLDS data via borrower consent, Plaid liabilities)