Your Shop Desk
Student Loan Relief · Custom Shop Desk CRM

A Custom CRM for Student Loan Relief Firms

For firms helping borrowers with repayment plans and forgiveness paperwork. Yours would track every servicer delay, remind borrowers before recertification and show them plainly what is happening with their file.

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A Shop Desk set up the way a student loan relief business would run it
A Shop Desk set up the way a student loan relief business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Student Loan Relief Words

Every student loan case moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Consultation
  3. 03Documents
  4. 04Application Filed
  5. 05Servicer Review
  6. 06Approved
  7. 07Recertification

A student loan case on your desk hangs off the borrower.

So the card asks for what you actually need, and nothing a student loan relief business would never fill in.

  • Loan types
  • Servicer
  • Employer type
  • Income and family size
  • Plan applied for
  • Recertification date
Where it leaks

Where Student Loan Relief Businesses Lose Work

Recertification Dates Missed

A borrower forgets to recertify and their payment jumps. They blame you, and they call to cancel.

Servicer Delays Nobody Tracks

The application went in weeks ago and nobody logged a follow up. The borrower calls you three times before anyone checks.

Borrowers Who Don't Trust You Yet

Many callers have been burned by a scam before. Slow answers and vague updates send them away.

What we would build

Fitted to How You Already Work

  • Recertification Reminders

    Every borrower carries their recertification date. The desk reminds them ahead and shows you who has not sent their income proof.

  • A Servicer Status Log

    Each case logs every call and letter with the servicer. You can answer where's my application in one look.

  • A Plain Client Page

    Borrowers see what was filed, when and what comes next. Clear updates build trust faster than a sales pitch.

  • Consent and Access Set With You

    We set up consent, opt outs and who can see income details with you. Message wording is yours to approve.

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Questions

What Student Loan Relief Owners Ask

Does it give legal or tax advice?
No. It tracks cases, documents and dates. Any advice stays with your team.
Can borrowers upload their documents?
Yes. They upload tax returns, pay stubs and letters from their phone. Each one lands on their case.
Will it remind borrowers every year?
Yes. You set the reminder schedule and the desk sends it. You see who has not responded so someone can call.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Student Loan Relief Business Runs

We will tell you honestly what a desk fitted to it would take.

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