Integrated with Leading Student Loan Providers
RefiDesk helps clients of financial advisors navigate student loan decisions across forgiveness (including PSLF), refinancing, and in-school loans through a simple, guided experience.
Integrated with Leading Student Loan Providers
A high-level, guided process designed to keep you at the center of the relationship without managing the workflow.
RefiDesk supports client decision-making related to federal repayment, refinancing, and in-school private loans, all within a single, advisor-friendly experience.
Guidance on federal considerations, including Public Service Loan Forgiveness (PSLF).
Clear options for private refinancing when it benefits the client's financial picture.
Support for clients (and their children) currently navigating funding options.
RefiDesk does not force clients into a specific outcome. Different clients take different paths, and in some cases, no action is recommended.
The goal is clarity, efficiency, and support without adding friction to the advisor-client relationship.
RefiDesk is designed to minimize unnecessary meetings while ensuring clients are supported when additional guidance is helpful. When appropriate, experienced student-loan specialists assist clients with next steps, allowing advisors to stay focused on planning and relationships.
Now focused on supporting financial advisors with the same institutional-grade technology used by the industry's biggest players.
Since 2010, our team at Sharp Notions has been the technical powerhouse behind some of the most recognizable names in finance. We helped architect core platforms for unicorns like Earnest and Chime, building systems that process billions in transaction volume.
We didn't just watch the fintech industry grow; we wrote the code that powers it.
RefiDesk brings together this elite engineering pedigree with proven advisory leadership. Co-founder Geoff Urquhart previously built GradFin, a platform that guided tens of thousands of borrowers through complex repayment decisions before its acquisition by a major financial institution.
We combined these pioneers to build RefiDesk because we knew exactly where the gaps were for advisors.
Core Infrastructure Expertise
RefiDesk is an advisor-focused platform that helps clients navigate important student loan decisions in a clear, efficient way, with expert support available when appropriate.
RefiDesk is built for financial advisors who want to support clients with student loan decisions without taking on operational complexity, specialized expertise, or unnecessary meetings.
RefiDesk supports client decision-making related to Federal repayment and forgiveness considerations (including PSLF), Student loan refinancing, and In-school private student loans. Not every client follows the same path, and in some cases no action is recommended.
No. RefiDesk is designed to support informed decision-making. Different clients have different goals, timelines, and circumstances.
No. RefiDesk is designed so advisors can remain focused on planning and relationships while complexity is handled through the platform and supporting specialists.
No. RefiDesk minimizes unnecessary meetings. Expert support is available when additional guidance is helpful, but not every client requires a call.
When appropriate, experienced student loan specialists assist clients with next steps. Advisors remain at the center of the client relationship throughout the process.
No. RefiDesk is independent and bank-agnostic.
Yes. There is no cost for advisors to use RefiDesk.