Automated Auto Loan Maturity Rollover Reminder
Every Monday, WebRun reviews the active loan portfolio in RouteOne for contracts maturing in the next 60 days, logs them to a Google Sheet ranked by days remaining, and drafts a maturity notice for each borrower via DocuSign for your servicing team to review and send.
How do I automatically track loan maturities and prepare borrower notices in advance?
Every Monday, WebRun reviews your RouteOne portfolio for loans maturing in the next 60 days, ranks them by days remaining in a Google Sheet, and drafts a borrower maturity notice in DocuSign for each contract in the 30-day window. Your servicing team reviews and sends with one click, ensuring no maturity is missed.
- Every loan maturing within 30 days has a drafted borrower notice ready for team review by Monday morning
- The maturity tracker sheet gives servicing a ranked list without any manual portfolio review
- Contracts with arrangements already in place are excluded automatically once flagged by the team
Built for auto lenders · loan servicing teams · indirect lending operations · 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 - find contracts maturing in the next 60 days
routeone.com
WebRun opens RouteOne to find contracts maturing in the next 60 days. - Open RouteOne and filter the active loan portfolio to contracts with a maturity date within the next 60 days
- Capture the contract number, borrower name, maturity date, remaining balance, and contact email for each
- Separate contracts into windows: maturing within 30 days and maturing between 31 and 60 days
Done when All contracts maturing in the next 60 days are listed and separated by urgency window.
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2
Google Sheets - log and rank contracts by days to maturity
google.com
WebRun opens Google Sheets to log and rank contracts by days to maturity. - Open the Loan Maturity Tracker sheet and upsert a row for each maturing contract
- Populate the borrower name, maturity date, remaining balance, and days remaining fields
- Highlight rows in the 30-day window red and those in the 31 to 60 day window yellow
Done when The maturity tracker sheet is updated with all approaching maturities ranked by urgency.
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3
DocuSign - draft maturity notice per borrower for team review
docusign.com
WebRun opens DocuSign to draft maturity notice per borrower for team review. - Draft a maturity notice envelope in DocuSign for each borrower in the 30-day window
- Include the maturity date, remaining balance, and the payoff or renewal options available
- Save each envelope as a draft for the servicing team to review and send, never send directly to the borrower
Done when One draft maturity notice envelope per borrower in the 30-day window is ready in DocuSign for team 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 maturity notice to the borrower without my team reviewing it?
No. WebRun saves each DocuSign envelope as a draft. The servicing team reviews the content and borrower details before sending. Nothing reaches a borrower without human approval.
What if a borrower has already arranged a payoff or renewal?
During setup you can connect a status flag in the Google Sheet. Once a team member marks a contract as already resolved, WebRun skips it in all future runs.
Can it handle both retail and lease maturities?
Yes. You configure the product types to include during setup. WebRun handles retail contracts, lease end-of-term, and balloon payment maturities and notes the product type in each draft notice.
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