Automated nCino Credit Memo Prep Queue
Every morning, WebRun opens nCino, identifies deals that have moved into underwriting and do not yet have a credit memo started, logs them in a prioritized Google Sheet queue with key deal metrics, and posts a daily underwriting queue to Slack so credit analysts always know which credit memos to start first.
How do I automatically build a credit memo prep queue from nCino?
WebRun opens nCino every morning, finds every deal in underwriting that does not yet have a credit memo started, and logs them in a prioritized Google Sheet ordered by days waiting. It then posts the underwriting queue to Slack so credit analysts know exactly which credit memos to begin first, with deals overdue beyond five days flagged for attention.
- No deal waits in underwriting limbo without the credit team seeing it
- Analysts start each day with a prioritized queue and know which memo to write next
- Deals overdue for credit memo prep are escalated automatically before they stall
Built for credit analysts · underwriters · commercial lending 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 deals ready for credit memo prep
ncino.com
WebRun opens nCino to find deals ready for credit memo prep. - Open nCino and filter deals in the underwriting stage without a credit memo document attached
- Capture the borrower name, loan type, requested amount, assigned underwriter, and days since the deal entered underwriting
- Sort by days in queue so the oldest deals appear first
Done when Every deal in underwriting without a started credit memo is listed, sorted by age in the queue.
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2
Google Sheets - log and prioritize the underwriting queue
google.com
WebRun opens Google Sheets to log and prioritize the underwriting queue. - Open the underwriting queue Google Sheet
- Add new deals to the queue log with their key details and a status of Pending
- Mark any deal that now has a credit memo attached as In Progress
Done when The Google Sheet underwriting queue accurately reflects all deals awaiting credit memo preparation.
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3
Slack - post the daily prep queue to underwriters
slack.com
WebRun opens Slack to post the daily prep queue to underwriters. - Post the daily credit memo prep queue to the underwriting team channel
- List deals in priority order (oldest first) with the loan amount, type, and assigned analyst
- Highlight any deal waiting more than five business days as overdue
Done when Underwriters have today's prioritized prep queue in Slack and know which credit memos to start.
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 write or generate any part of the credit memo?
No. WebRun identifies which deals need a credit memo started and builds the prep queue. The credit analyst writes the memo in nCino as normal. The automation handles the queue management, not the content.
How does it know a credit memo has not been started?
It checks nCino for deals in the underwriting stage that do not yet have a credit memo document attached or a memo status recorded, using the deal data available in nCino's deal management view.
What if a deal was just assigned to a different analyst?
It reads the current assigned underwriter from nCino each morning, so reassigned deals will show the updated analyst in the queue the next time it runs.
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