Catch expiring rate locks before they lapse and cost borrowers money
Every morning, WebRun opens nCino, identifies every loan with a rate lock expiring within 10 business days, posts an urgent alert to the assigned loan officer in Slack, and drafts a borrower notification email for the officer to review and approve before sending, so no rate lock lapses without a timely intervention.
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How do I get alerts for expiring rate locks in nCino before they lapse?
WebRun opens nCino every morning and finds every loan with a rate lock expiring within 10 business days. It posts a Slack alert directly to the assigned loan officer and drafts a borrower notification email in Gmail for officer approval before sending. Locks within three days of expiry are escalated as critical so no lapse goes unnoticed.
- No rate lock lapses without the assigned officer receiving a same-day alert
- Loan officers have a draft borrower email ready to send in one click
- Critical locks within three days get an escalated alert before it is too late to act
Built for commercial loan officers · mortgage bankers · community banks · credit unions
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 expiring rate locks
ncino.com How to Automate nCino
WebRun opens nCino to find loans with expiring rate locks. - Open nCino and navigate to the loan pipeline
- Filter active deals for any rate lock expiration date within the next 10 business days
- Capture the borrower name, loan amount, lock expiration date, and assigned loan officer for each deal
Done when Every loan with a rate lock expiring within 10 business days is identified with its officer and expiration date.
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2
Slack - alert the assigned loan officer
slack.com How to Automate Slack
WebRun opens Slack to alert the assigned loan officer. - Post a direct Slack alert to each assigned loan officer listing their deals with expiring locks
- Include the lock expiration date, loan amount, and a link to the deal in nCino
- Flag any lock expiring within three business days as critical
Done when Each loan officer has received a Slack alert for every expiring rate lock in their portfolio.
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3
Gmail - draft borrower notification for officer approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft borrower notification for officer approval. - Draft a borrower notification for each expiring lock explaining the situation and the officer's recommended next step
- Leave every draft unsent in Gmail for the loan officer to review, adjust, and approve
- Do not send any email to borrowers without officer approval
Done when A Gmail draft borrower notification exists for each deal with an expiring rate lock, pending officer approval.
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 email the borrower about the expiring rate lock automatically?
No. Every borrower notification is drafted in Gmail and held for the loan officer to review, personalize, and approve before sending. No message goes to a borrower without human sign-off.
How early does it start alerting before a rate lock expires?
It flags rate locks expiring within 10 business days and escalates locks within three business days as critical in the Slack alert, giving officers enough time to extend, renegotiate, or notify borrowers.
What if a rate lock has already been extended in nCino?
It reads the current expiration date from nCino each morning, so any lock that was extended overnight will reflect the updated date and will no longer appear in the alert.
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