Automated RouteOne Credit Application Routing
Every morning, WebRun opens RouteOne, finds all new credit applications received since the prior run, scores each by loan amount, LTV, and dealer tier, logs the routing summary to a Google Sheet, and sends an SMS via Twilio to the credit manager with a link to approve the analyst assignments.
How do I automatically triage and route incoming credit applications in RouteOne?
WebRun reviews every new RouteOne credit application each morning, scores each one by loan amount, LTV, and dealer tier, and logs the recommended analyst assignment to a Google Sheet. It then queues a draft SMS via Twilio for the credit manager to confirm, so the day's applications are triaged before the team starts work.
- New applications are scored and routed before analysts start work, with no manual triage
- Exception applications are flagged for senior review rather than slipping into the standard queue
- The credit manager confirms assignments with one click rather than sorting a raw inbox
Built for auto lenders · credit teams · indirect lending managers · credit unions
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.routeone.comin a real browser with your saved login - no setup, no API keys. -
1
RouteOne - pull new credit applications and score by risk tier
routeone.com
WebRun opens RouteOne to pull new credit applications and score by risk tier. - Open RouteOne and filter the credit queue to applications received since the last run
- Capture the application ID, dealer, requested amount, LTV, applicant credit tier, and product type for each
- Score each application by your standard routing criteria: amount band, LTV threshold, and dealer relationship tier
Done when Every new application has been scored and matched to a recommended analyst.
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2
Google Sheets - log applications with recommended analyst assignments
google.com
WebRun opens Google Sheets to log applications with recommended analyst assignments. - Open the Credit Routing sheet and add a row for each new application with its score and recommended analyst
- Flag any application that exceeds your exception threshold for credit manager override
- Update status columns as assignments are confirmed or changed by the credit manager
Done when All new applications are logged in the routing sheet with recommended assignments.
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3
Twilio - notify credit manager with routing summary link
twilio.com
WebRun opens Twilio to notify credit manager with routing summary link. - Draft an SMS via Twilio to the credit manager listing the count of new applications and a link to the routing sheet
- Leave the SMS as a draft for a team member to review and confirm before sending
- Do not send the SMS without human approval of the routing sheet assignments
Done when A draft SMS notification for the credit manager is queued in Twilio for review.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the SMS to the credit manager automatically?
No. WebRun drafts the SMS in Twilio and queues it for a team member to review and approve. The message is not sent until a human confirms the routing assignments are correct.
How does it decide which analyst to assign to each application?
You configure the routing rules during setup, such as assigning by loan amount band, dealer tier, or credit score range, and WebRun applies those rules consistently to every incoming application.
What happens to applications that fall outside the standard routing rules?
Applications that exceed your exception threshold are flagged in the sheet for credit manager override, so nothing unusual gets auto-routed without a senior review.
Related templates
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