Automated nCino Collateral Document Worklist
Every morning, WebRun opens nCino, scans active deals in underwriting and closing for collateral document conditions that are still open, logs each gap in a Google Sheet worklist, and posts a prioritized alert to the lending team in Slack so the right officer can chase the missing lien searches, appraisals, title commitments, or insurance certificates before closing is delayed.
How do I automatically track missing collateral documents in nCino?
WebRun opens nCino every morning and finds every deal in underwriting or closing with an open collateral document condition. It logs each gap in a Google Sheet worklist and posts a Slack alert sorted by expected closing date so the team chases the most urgent items first. Deals closing within five days with open conditions are flagged as critical before any delay can occur.
- No deal reaches closing week with a collateral gap still open
- The team starts each day with a ranked list sorted by closing urgency
- Collateral items cleared overnight are automatically removed from the worklist
Built for commercial loan officers · closing coordinators · 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 deals with open collateral document conditions
ncino.com
WebRun opens nCino to find deals with open collateral document conditions. - Open nCino and navigate to the loan pipeline filtered to underwriting and closing stages
- For each deal, read the collateral conditions and identify any that are still open or missing
- Capture the deal name, closing date, missing document type (appraisal, title commitment, lien search, flood cert, insurance), and assigned officer
Done when Every deal with at least one open collateral condition is listed with the specific document types outstanding.
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2
Google Sheets - log the collateral gap worklist
google.com
WebRun opens Google Sheets to log the collateral gap worklist. - Open the collateral gap worklist Google Sheet
- Add or update a row for each outstanding collateral document with the deal name, document type, expected close date, and officer
- Mark any condition cleared since yesterday as resolved
Done when The Google Sheet collateral worklist reflects all current open collateral document conditions.
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3
Slack - alert the team to missing collateral docs
slack.com
WebRun opens Slack to alert the team to missing collateral docs. - Post a prioritized alert to the lending team channel, sorted by expected closing date (soonest first)
- Flag any deal closing within five business days with at least one open collateral condition as urgent
Done when The team has today's collateral gap worklist in Slack, sorted by urgency based on closing date.
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 contact third parties like appraisers or title companies?
No. WebRun alerts your loan officers internally via Slack and the Google Sheet worklist. All outreach to appraisers, title companies, or borrowers is handled by the officer.
Which collateral document types does it track?
It reads all open collateral condition types recorded in nCino, including appraisals, title commitments, lien searches, flood certifications, hazard insurance, and any custom collateral conditions your institution uses.
What if a collateral document was uploaded late last night?
It reads the live condition status from nCino each morning, so any document uploaded overnight that satisfied a collateral condition is automatically removed from the worklist on that day's run.
Related templates
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