The problem
Applications stall waiting on cosigner details and school certification, and staff spend days chasing financial aid offices before funding deadlines.
What changes
- Fewer incomplete applications
- School certifications tracked and followed up
- Loan amounts aligned with certified need
Full specification
The complete specification for Private Loan Application and School Certification 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