Automated RouteOne Funding Stipulation Chaser
Every morning, WebRun opens RouteOne, pulls every contract still waiting on stipulations, logs each deal and its missing items to a Google Sheet, and drafts a chaser email in Gmail to the selling dealer so your team can review and send with one click.
How do I automatically chase dealers for outstanding funding stipulations?
WebRun opens RouteOne every morning, finds every contract stuck on unresolved stipulations, and logs each deal to a Google Sheet. It then drafts a clear chaser email per dealer in Gmail, listing exactly what is missing. Your team reviews and sends with one click, keeping deals moving without manual hunting.
- No stipulation deal sits unchased for more than 24 hours
- Dealers get a specific, itemized chaser rather than a vague follow-up call
- The tracker sheet gives the funding team a live view of every open stip at a glance
Built for auto lenders · indirect lending teams · F&I managers · dealer services teams
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 - pull contracts with open stipulations
routeone.com
WebRun opens RouteOne to pull contracts with open stipulations. - Open RouteOne and filter the credit queue to contracts in Pending Stipulations status
- Capture the deal number, dealer name, dealer email, and each outstanding stip for every affected contract
- Skip any deal where the stip was satisfied since the last run
Done when Every open stipulation deal is listed with its dealer contact and missing items.
-
2
Google Sheets - log deal details and missing items
google.com
WebRun opens Google Sheets to log deal details and missing items. - Open the Stipulation Tracker sheet and add a new row for each deal not already present
- Update the outstanding stip list and the date last chased for deals already logged
- Mark rows green when all stips are resolved
Done when The tracker sheet reflects today's stipulation status across all open deals.
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3
Gmail - draft chaser email per dealer
gmail.com
WebRun opens Gmail to draft chaser email per dealer. - Draft a polite, specific chaser email to the dealer listing each outstanding stipulation by name
- Leave the draft unsent in your Gmail Drafts folder for a team member to review and approve
- Do not send any email to a dealer without human review
Done when One draft chaser email per dealer is waiting in Gmail Drafts for 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 send the chaser email to the dealer on its own?
No. WebRun drafts the email and parks it in Gmail Drafts. A team member reviews and sends it. Nothing goes to a dealer without a human approving it first.
How does it know which stipulations are still outstanding?
It reads the live stipulation status in RouteOne each run, so any stip that was satisfied overnight is automatically skipped and the sheet row is marked resolved.
Can it chase the same dealer on multiple deals at once?
Yes. It groups outstanding stips by dealer and writes one combined chaser email covering all their open deals, so dealers receive a single clear message rather than several fragmented ones.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.