Automated nCino Annual Review Due Tracker
Every Monday, WebRun opens nCino and identifies every commercial loan whose annual review is due within the next 60 days, logs the details in an Airtable tracker, and posts a prioritized alert to each relationship manager in Slack so no annual credit review slips past due and the portfolio remains properly monitored.
How do I automatically track annual loan review due dates in nCino?
WebRun opens nCino every Monday and finds every commercial loan with an annual credit review due within 60 days. It logs each one in Airtable with its due date and relationship manager, then posts a prioritized Slack alert so RMs know which reviews to start this week. Reviews due within 30 days are flagged as high priority, and any overdue reviews are escalated automatically.
- No annual loan review slips past its due date unnoticed
- Relationship managers get a prioritized weekly list without pulling the portfolio manually
- Reviews due within 30 days are escalated so the team always works in order of urgency
Built for relationship managers · commercial lenders · portfolio managers · community banks
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
app.ncino.comin a real browser with your saved login - no setup, no API keys. -
1
nCino - find loans with annual reviews due within 60 days
ncino.com
WebRun opens nCino to find loans with annual reviews due within 60 days. - Open nCino and navigate to the loan portfolio
- Filter active commercial loans for annual review dates within the next 60 days
- Capture the borrower name, loan amount, review due date, and assigned relationship manager for each
Done when Every commercial loan with an annual review due within 60 days is captured with its RM and due date.
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2
Airtable - log and track review status per relationship
airtable.com
WebRun opens Airtable to log and track review status per relationship. - Open the annual review tracker base in Airtable
- Add or update rows for each loan coming due with the review date, RM, and current status
- Mark any review completed since last Monday as Done
Done when The Airtable tracker reflects the current status of all annual reviews due within 60 days.
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3
Slack - alert relationship managers to upcoming reviews
slack.com
WebRun opens Slack to alert relationship managers to upcoming reviews. - Post a weekly alert to the lending team channel listing upcoming annual reviews grouped by relationship manager
- Highlight any review due within 30 days as high priority and any already past due as overdue
Done when Each relationship manager has received a Slack alert listing their upcoming annual reviews for the week.
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
Does it notify borrowers that their annual review is coming up?
No. WebRun alerts relationship managers internally via Slack. Any communication with borrowers about annual reviews is initiated by the RM, not the automation.
How does it know when an annual review is due?
It reads the annual review date field on each commercial loan record in nCino. If your institution tracks this in a custom field, WebRun can be configured to read that field during setup.
What counts as a completed review?
Once the relationship manager marks the Airtable row as Done, or once the annual review date in nCino is updated, the loan is removed from the active alert list on the next weekly run.
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