Stop Wasting Hours on Aid Matching
Quickly match clients with the right financial aid programs—no more manual research.
Sorting through endless aid programs and eligibility rules eats up your day. You’re stuck cross-referencing requirements, second-guessing recommendations, and worrying you’ll miss the best option for your client.
The hidden cost
What this is really costing you
Matching individual needs with the right financial aid programs means sifting through complex eligibility criteria and ever-changing program details. Manual research slows you down and increases the risk of errors. It’s tedious, repetitive, and keeps you from focusing on higher-value client work.
Time wasted
0.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$1,160/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll waste valuable time, risk overlooking key programs, and frustrate clients with slower responses.
Return on investment
The math speaks for itself
Today — without agent
0.8 hrs/week
of manual work
With your AI agent
0.2 hrs/week
agent-handled
You save
$870/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Client Intake Review
You ask your agent to analyze a new client’s profile and suggest the top three financial aid programs they qualify for.
Program Updates
You ask your agent to check if any new aid programs have become available for a returning client’s situation.
Complex Eligibility Case
You ask your agent to break down eligibility requirements for a client with unique circumstances and recommend the best-fit options.
Documentation Support
You ask your agent to generate a summary report of matched programs to include in the client’s loan file.
How to hire your agent
Connect your tools
Link your loan origination, credit analysis, and client information systems.
Tell your agent what you need
Type: 'Review this client’s profile and recommend the top financial aid programs they’re eligible for.'
Agent gets it done
You receive a prioritized list of matched aid programs, eligibility notes, and a summary report ready to share or file.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Eligibility Assessment
The agent reviews client profiles and identifies which financial aid programs they qualify for.
Aid Program Matching
It cross-references individual needs with current program offerings to find the best fit.
Summary Recommendations
Delivers clear, prioritized recommendations with supporting rationale for each option.
Criteria Comparison
Quickly compares multiple aid programs side-by-side for easy decision-making.
Documentation Prep
Prepares a summary report of matched programs and eligibility notes for your records.
AI Agent FAQ
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