Chase missing loan documents so closings stay on track
Every morning, WebRun opens nCino, finds every active loan application with outstanding document requirements, identifies exactly what is missing for each deal, drafts a polite borrower follow-up email for your review, and posts a chase list to Slack so your team knows where each deal stands.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase missing loan documents in nCino?
WebRun opens nCino every morning, finds every active loan with outstanding document conditions, and drafts a specific borrower follow-up email in Gmail for each loan officer to approve before sending. It then posts the full chase list to Slack so the lending team sees exactly what is missing and how long it has been outstanding.
- No missing document goes unnoticed for more than 24 hours
- Loan officers start each day with a prioritized document chase list in Slack
- Borrower emails are drafted and ready to send in one click, not written from scratch
Built for commercial loan officers · community banks · credit unions · 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 - find loans with missing docs
ncino.com How to Automate nCino
WebRun opens nCino to find loans with missing docs. - Open nCino and navigate to the loan pipeline
- Filter deals by status to find applications in underwriting or closing with open document conditions
- For each deal, capture the borrower name, loan officer, outstanding document names, and days since last request
Done when Every active loan with at least one missing document is listed with the specific items outstanding.
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2
Gmail - draft borrower follow-up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft borrower follow-up emails. - Draft a polite, specific email for each borrower listing only the documents still needed
- Address each draft from the assigned loan officer's name
- Leave every draft unsent in Gmail for the loan officer to review and approve before sending
Done when A draft borrower email exists in Gmail for each deal with outstanding documents, ready for loan officer review.
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3
Slack - post the internal chase list
slack.com How to Automate Slack
WebRun opens Slack to post the internal chase list. - Post a summary table to the lending team channel listing each deal, the borrower, and the specific documents still missing
- Flag deals where the last document request was more than five business days ago
Done when The lending team has today's document chase list in Slack.
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 borrowers automatically?
No. Every borrower follow-up is drafted in Gmail and left unsent for the loan officer to review and approve. Nothing goes to a borrower without a human sign-off.
How does it know which documents are still missing?
It reads the open document conditions on each nCino deal in real time each morning, so any document uploaded overnight is automatically removed from the chase list.
What if a deal already closed or was withdrawn?
It filters only active deals in underwriting or closing stages each run, so closed, withdrawn, and declined applications are excluded automatically.
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