The problem
Disbursements, payoffs and loan boarding are reconciled by hand, and borrowers leave grace unsure when and how much to pay.
What changes
- Clean handoff from origination to servicing
- More borrowers set up on autopay
- Fewer surprised borrowers at first bill
Full specification
The complete specification for Disbursement and Repayment Onboarding Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation