Automated LoanPro Loan Approval Routing
When a loan application reaches the approval stage in LoanPro, WebRun reads the loan amount, credit tier, and product type, matches them against your approval authority matrix in Google Sheets to find the correct reviewer, and sends that reviewer a Slack notification with the application details and a link to the loan in LoanPro.
How can I automatically route loan approval decisions to the right reviewer in LoanPro?
When a LoanPro application reaches the approval stage, WebRun reads the loan amount, credit tier, and product type, matches them against your approval authority matrix in Google Sheets, and sends the assigned reviewer a direct Slack message with application details and a link to the loan. No approval decision is made automatically.
- Every loan application is routed to the correct reviewer within minutes of reaching approval stage
- No application sits in a queue waiting for manual triage by a loan operations manager
- Approval authority thresholds are maintained in a single Google Sheet and update automatically
Built for consumer lenders · loan operations teams · credit underwriters · loan officers
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
loanpro.ioin a real browser with your saved login - no setup, no API keys. -
1
LoanPro - read application details at approval stage
loanpro.io
WebRun opens LoanPro to read application details at approval stage. - Open LoanPro and navigate to the loan application that just reached the approval stage
- Capture loan amount, product type, credit score tier, loan-to-value ratio, and borrower details
- Note any exceptions or conditions flagged during underwriting
Done when Application details are fully captured from LoanPro with all routing-relevant fields.
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2
Google Sheets - match against approval authority matrix
google.com
WebRun opens Google Sheets to match against approval authority matrix. - Open the approval authority matrix Google Sheet
- Match the loan amount and credit tier to the correct approval level: loan officer, senior officer, or credit committee
- Record the assigned reviewer name and the routing decision with a timestamp
Done when Correct approval authority is identified and the routing decision is logged.
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3
Slack - notify assigned reviewer
slack.com
WebRun opens Slack to notify assigned reviewer. - Send a direct Slack message to the assigned reviewer with the applicant name, loan amount, credit tier, product type, and a link to the LoanPro application
- Flag any underwriting conditions or exceptions that need attention before approval
- Post a confirmation to the loan operations channel that the application has been routed
Done when Assigned reviewer has been notified in Slack with full application details.
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 approve or deny loans automatically?
No. It only routes the application to the correct human reviewer. Every approval or denial decision is made by the designated staff member, not by WebRun.
How do I update the approval authority thresholds?
Edit the approval authority matrix in your Google Sheet. The next routing run reads the updated thresholds automatically, with no changes needed in the workflow itself.
What if the assigned reviewer is out of office?
It checks the routing matrix for a backup reviewer designation and routes to that person if the primary reviewer is marked unavailable, ensuring no application sits without an owner.
Related templates
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