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Automated Atom Bank Mortgage Checklist Tracking

Every morning, WebRun signs in to the Atom Bank mortgage application portal, lists every outstanding document or step with its deadline, updates an Airtable checklist marking each item's status, and emails you a short reminder of what Atom Bank is still waiting on.

Runs on WebRun · Strict Lockdown policy
Every morning WebRunorchestrates each step
1 Atom Bank check outstanding mortgage application items
2 Airtable log the checklist status
3 Gmail email the outstanding items reminder
In short

How do I track outstanding items on my Atom Bank mortgage application?

WebRun signs in to the Atom Bank mortgage application portal every morning, lists every outstanding document or step with its deadline, and updates an Airtable checklist marking each item's status. It then emails you a short reminder of exactly what Atom Bank is still waiting on, so nothing holds up your application because a form got missed.

  • Nothing holds up your mortgage because a document got missed
  • The checklist status is always current in Airtable
  • You get a same-day email the moment something new is requested

Built for homebuyers · mortgage applicants · Atom Bank customers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.atombank.co.uk in a real browser with your saved login - no setup, no API keys.

  2. 1
    Atom Bank - check outstanding mortgage application items
    atombank.co.uk
    WebRun in Atom Bank: check outstanding mortgage application items
    WebRun opens Atom Bank to check outstanding mortgage application items.
    • Sign in to the Atom Bank mortgage application portal
    • List every requested document or step still outstanding
    • Note the deadline for each if one is given

    Done when Every outstanding application item is listed with its deadline.

  3. 2
    Airtable - log the checklist status
    airtable.com
    WebRun in Airtable: log the checklist status
    WebRun logs the checklist status in Airtable.
    • Update the Mortgage Checklist base with each item's status
    • Mark items received as complete and leave the rest open

    Done when The checklist in Airtable reflects the current application status.

  4. 3
    Gmail - email the outstanding items reminder
    gmail.com
    WebRun in Gmail: email the outstanding items reminder
    WebRun emails the outstanding items reminder through Gmail.
    • Email a reminder listing what is still outstanding and any deadline
    • Keep the email short and actionable

    Done when You have an emailed reminder of exactly what Atom Bank is still waiting on.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.atombank.co.uk
ScheduleRuns automatically on this cadence
Every morning
DeliveryHow each run's result reaches you
Outstanding items reminder · Gmail
OutputWhat each run produces - A checklist of outstanding mortgage application items with deadlines, tracked to completion.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

What counts as an outstanding item?

Any document, form, or step the Atom Bank portal still shows as requested or incomplete. Once it shows as received, WebRun marks it complete in Airtable and drops it from the reminder.

Will WebRun submit documents or make a payment toward my mortgage?

No. WebRun only reads the application status and reports on it. It never uploads a document, submits anything, or moves money. Every action inside the application stays yours to take.

Will I get emailed every day even with nothing outstanding?

No. Once every checklist item is marked complete in Airtable, there is nothing left to chase and the daily email stops on its own.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.