Automated nCino Covenant Compliance Tracking
Every morning, WebRun opens nCino, reads the covenant conditions on every active loan, identifies any covenant test or reporting deadline due within 30 days, logs the status in a Google Sheet, and posts an alert to the lending team in Slack so relationship managers can act before a borrower falls out of compliance.
How can I automatically track loan covenant compliance in nCino?
WebRun opens nCino every morning and reads every covenant condition on active loans, flags anything due within 30 days, and updates a Google Sheet compliance log. It then posts a ranked Slack digest to the lending team so relationship managers can contact borrowers and collect covenant deliverables before any deadline is missed.
- No covenant deadline slips past 30 days without a team alert
- Relationship managers start each day knowing exactly which borrowers need a call
- The compliance log stays current without manual data entry
Built for commercial relationship managers · credit analysts · community banks · commercial lenders
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 - read covenant conditions on active loans
ncino.com
WebRun opens nCino to read covenant conditions on active loans. - Open nCino and navigate to the loan portfolio
- For each active loan, read the covenant conditions and their next due dates
- Flag any covenant test, financial statement delivery, or reporting requirement due within 30 days
- Note the borrower, relationship manager, covenant type, and days remaining
Done when Every covenant condition due within 30 days is captured with its details and assigned owner.
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2
Google Sheets - log compliance status and due dates
google.com
WebRun opens Google Sheets to log compliance status and due dates. - Open the covenant compliance tracker Google Sheet
- Update the status column for any covenant received or cleared since the last run
- Add any newly flagged covenants as new rows with the due date and owner
Done when The Google Sheet reflects today's covenant compliance picture across the entire portfolio.
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3
Slack - alert the team to upcoming covenant deadlines
slack.com
WebRun opens Slack to alert the team to upcoming covenant deadlines. - Post a daily digest to the lending team channel listing covenants due within 30 days, sorted by urgency
- Highlight any covenant already past due in a separate alert
Done when The team has today's covenant compliance digest in Slack with all upcoming deadlines visible.
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 contact borrowers when a covenant deadline is approaching?
No. WebRun posts an internal digest to Slack and updates the Google Sheet for your team to act on. Any borrower outreach is initiated by the relationship manager, not the automation.
How far ahead does it flag covenant deadlines?
It flags all covenant conditions due within 30 days by default, and escalates anything already past due in a separate Slack alert so nothing is overlooked.
What types of covenants does it track?
It reads all covenant condition types in nCino, including financial statement delivery, DSCR tests, liquidity ratios, and any custom covenant fields your institution has configured.
Related templates
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