Skip to main content

Agent · Backlog

Private Loan Application and School Certification Agent

Guides borrowers and cosigners through private student loan and refinance applications and orchestrates school certification of enrollment and cost of attendance.

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

What it does

  • Collect borrower and cosigner application data with real-time validation
  • Verify enrollment status and cost of attendance with the school's financial aid office or clearinghouse
  • Reconcile requested amount against certified need
  • Track certification status and chase missing items
  • Prepare Reg Z application and approval disclosures

Systems and data it works with

  • LOS
  • School certification portals (ELM/ScholarNet)
  • National Student Clearinghouse
  • E-signature
  • CRM