Chase missing borrower documents before funding is delayed
Every morning, WebRun opens RouteOne, identifies all open deals with outstanding document requirements, checks DocuSign for any documents already sent but not yet returned, and drafts a chaser email in Gmail per deal for your team to review and approve before sending to the borrower or dealer.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase borrowers and dealers for missing loan documents?
WebRun opens RouteOne every morning, finds every deal with missing required documents, checks DocuSign for pending envelope status, and drafts a specific document request email per deal in Gmail. Your team reviews each draft and sends with one click, cutting the time between a missing document and a borrower request to under an hour.
- Missing document requests are drafted and ready for team review every morning, not discovered during funding
- DocuSign envelopes outstanding more than 5 days are flagged in the chaser draft for a stronger follow-up
- Deals where documents arrived overnight are automatically excluded from the day's chasers
Built for auto lenders · funding teams · indirect lending processors · credit unions
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 - identify deals with missing required documents
routeone.com How to Automate RouteOne
WebRun opens RouteOne to identify deals with missing required documents. - Open RouteOne and filter the deal queue to applications with outstanding document stipulations
- Capture the deal number, borrower name, dealer, and the list of specific missing documents for each deal
- Skip deals where a document request was already sent in the past 48 hours
Done when Every deal with outstanding document requirements is listed with its specific missing items.
-
2
DocuSign - check status of any previously sent document requests
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check status of any previously sent document requests. - Open DocuSign and check the status of any pending envelopes sent for these deals
- Note which documents have been sent but not yet signed or returned
- Flag deals where a DocuSign envelope has been outstanding for more than 5 days
Done when The DocuSign status of all pending envelopes is confirmed and flagged where overdue.
-
3
Gmail - draft document chaser email per deal for team review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft document chaser email per deal for team review. - Draft a clear document request email per deal listing exactly which documents are still needed
- Where a DocuSign envelope is overdue, include a reminder note and the original envelope link
- Leave all drafts unsent in Gmail Drafts for a team member to review and approve before sending to the borrower or dealer
Done when One draft document chaser email per deal is in Gmail Drafts awaiting team approval.
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 email the borrower or dealer about missing documents without my approval?
No. Every document chaser is saved as a Gmail Draft for a team member to review, personalize if needed, and send. Nothing goes to a borrower or dealer without human approval.
How does it avoid chasing the same deal every morning?
It checks whether a chaser was already sent in the past 48 hours and skips those deals, so borrowers and dealers receive one clear request rather than repeated messages.
What if a required document was already uploaded to DocuSign but not yet in RouteOne?
It cross-checks both systems each run. If DocuSign shows a document as signed and returned, that document is excluded from the chaser draft even if RouteOne has not yet been updated.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.