Get ahead of loan maturities before borrowers or regulators notice
Every Monday, WebRun opens nCino and identifies every commercial loan maturing within the next 90 days, posts a maturity alert to the assigned relationship manager in Slack broken down by urgency tier, and drafts a renewal outreach email for each borrower for the RM to review and approve before sending, so every maturity is addressed well ahead of the due date.
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How do I automatically track and act on commercial loan maturities in nCino?
WebRun opens nCino every Monday and finds every commercial loan maturing within 90 days. It posts a Slack alert to each relationship manager grouped into critical, high, and watch tiers, and drafts a borrower renewal outreach email in Gmail for any critical-tier loan. RMs review and approve each draft before sending, so every maturity conversation starts weeks ahead of the due date.
- No loan approaches maturity without the RM receiving a proactive weekly alert
- Critical maturities within 30 days have a borrower outreach email ready to send in one click
- The team works from a tiered list so the most urgent maturities are always handled first
Built for relationship managers · commercial loan officers · community banks · portfolio managers
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 maturing within 90 days
ncino.com How to Automate nCino
WebRun opens nCino to find loans maturing within 90 days. - Open nCino and navigate to the loan portfolio
- Filter active commercial loans by maturity date to find those maturing within 90 days
- Capture the borrower name, loan amount, loan type, maturity date, and assigned relationship manager
- Group by urgency: 0 to 30 days (critical), 31 to 60 days (high), 61 to 90 days (watch)
Done when Every loan maturing within 90 days is captured with its maturity date, RM, and urgency tier.
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2
Slack - alert relationship managers by urgency tier
slack.com How to Automate Slack
WebRun opens Slack to alert relationship managers by urgency tier. - Post a weekly maturity alert to the lending team Slack channel grouped by urgency tier
- Tag the assigned RM for each loan in the critical and high tiers
- Include loan amount and days to maturity for each deal
Done when Each relationship manager has been alerted in Slack to all maturing loans in their portfolio.
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3
Gmail - draft borrower renewal outreach for RM approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft borrower renewal outreach for RM approval. - Draft a renewal outreach email for each borrower in the critical tier mentioning the upcoming maturity and inviting a conversation about renewal options
- Leave every draft unsent for the RM to review, personalize if needed, and approve before sending
Done when A Gmail draft renewal outreach email exists for each borrower in the critical maturity tier, pending RM 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 borrowers about their maturity without RM approval?
No. Every borrower renewal outreach email is drafted in Gmail and held for the relationship manager to review and approve. Nothing goes to a borrower without a human sign-off.
What are the urgency tiers?
Loans maturing in 0 to 30 days are critical (action needed immediately), 31 to 60 days are high priority (initiate conversation), and 61 to 90 days are watch-list items. The tiers are shown in the weekly Slack alert.
What if a loan was already renewed and the maturity date updated in nCino?
It reads the current maturity date from nCino each Monday, so any loan renewed and updated overnight will reflect the new maturity date and drop off the alert list automatically.
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