Nellie by Nelnet
Getting Started with Nellie
Signing inSync Your CRM
Strategies & Workflows
Call FlowsWritten FlowsWorkflowsBacktesting
Calls
Calls OverviewPast CallsScheduled CallbacksSwitch StrategiesCall DetailsWhisperQueued Calls
Operations
Compliance ExportGeneral SettingsPayment PlansReports OverviewCustom CRM Fields SettingsConsumer Engagement PageNotificationsSession TimeoutsPayment PromisesCompliance SettingsCompliance Dispositions and StatusesScore CardsPortfolio AnalyticsTemplates SettingsPermissions SettingsPayments Overview

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Getting Started with Nellie

Learn to set up Nellie for student servicing and collections—get started with key onboarding workflows and essentials.

Strategies & Workflows

Calls

Operations

Monitor activity, manage consumers, configure settings, and review payments

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Written Flows Notifications Score Cards Sync Your CRM Calls Overview Call Flows