Automated nCino Loan Exception Clearing Queue
Every morning, WebRun opens nCino, reads every open loan exception across the active portfolio, groups them by exception type and days outstanding, exports the list to Microsoft Excel for reporting, and posts a prioritized clearing queue to Slack so your compliance and lending teams address the highest-risk and oldest exceptions first.
How do I automatically track and prioritize open loan exceptions in nCino?
WebRun opens nCino every morning and reads every open loan exception across the portfolio, capturing the type, age, and responsible officer for each. It updates a Microsoft Excel exception register for reporting and posts a prioritized Slack clearing queue grouped by exception type, with items older than 30 days highlighted so the compliance and lending teams always work in order of risk.
- The exception register is updated every day without manual data entry
- The team starts each morning with a prioritized queue sorted by exception age and risk
- Exceptions older than 30 days are escalated automatically before they attract examiner attention
Built for compliance officers · commercial lenders · credit administrators · 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 - read all open loan exceptions
ncino.com
WebRun opens nCino to read all open loan exceptions. - Open nCino and navigate to the exception or conditions tracking view
- Pull all open exceptions across the active loan portfolio
- Capture the exception type (policy, documentation, covenant, collateral), the loan, the responsible officer, and days the exception has been open
Done when Every open exception in the portfolio is captured with its type, loan, officer, and age in days.
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2
Microsoft Excel - export and organize the exception register
microsoft.com
WebRun opens Microsoft Excel to export and organize the exception register. - Open the exception register Excel file
- Update the register with today's open exceptions, adding new ones and marking cleared items as resolved
- Sort by exception age descending so the oldest appear at the top of the file
Done when The Excel exception register is updated and ready for reporting or examiner review.
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3
Slack - post the prioritized clearing queue to the team
slack.com
WebRun opens Slack to post the prioritized clearing queue to the team. - Post the daily exception clearing queue to the compliance or lending team channel
- Group by exception type and highlight exceptions older than 30 days as high priority
- Include the assigned officer and a count of open exceptions per type for the summary line
Done when The team has today's prioritized exception clearing queue in Slack and knows which items to resolve first.
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 clear or waive exceptions in nCino automatically?
No. WebRun reads and reports on open exceptions but never modifies any loan record or exception status in nCino. All exception clearing and waivers are handled by the responsible officer or compliance team.
What types of exceptions does it track?
It reads all open exception and condition types in nCino, including documentation exceptions, policy exceptions, covenant exceptions, and collateral exceptions, as defined in your institution's nCino configuration.
Can the Excel register be shared with examiners?
Yes. The Excel exception register is formatted for readability and can be shared directly with internal audit or bank examiners as a snapshot of the exception inventory on any given day.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.