Track regulatory compliance deadlines across your loan portfolio
Every Monday, WebRun opens LoanPro, scans active loans for upcoming compliance deadlines including adverse action notices, required disclosures, and SCRA anniversary reviews, logs each deadline to a Google Sheet tracker, and drafts a compliance deadline summary email for your compliance officer to review and distribute.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track regulatory compliance deadlines across my consumer loan portfolio?
Every Monday, WebRun scans LoanPro for compliance deadlines due in the next 14 days including adverse action windows, required disclosures, and SCRA reviews, logs them to a Google Sheets tracker sorted by urgency, and drafts a weekly summary email in Gmail for your compliance officer. No compliance action is taken automatically.
- Compliance deadlines due within 14 days are surfaced every Monday before they become critical
- Overdue deadlines are flagged separately so remediation can be documented promptly
- Compliance officer receives a draft summary email with everything needed to brief the team
Built for consumer lending compliance teams · loan servicers · credit unions · compliance 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 - scan loans for upcoming compliance deadlines
loanpro.io How to Automate LoanPro
WebRun opens LoanPro to scan loans for upcoming compliance deadlines. - Open LoanPro and review the loan portfolio for accounts with compliance-related dates in the next 14 days
- Identify required actions: adverse action response deadlines, required disclosure delivery, annual review triggers, and SCRA benefit period checks
- Capture the loan ID, borrower name, compliance action type, and deadline date for each item
Done when All compliance deadlines due within 14 days are captured with action type and due date.
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2
Google Sheets - log and prioritize deadline tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log and prioritize deadline tracker. - Open the compliance deadline tracker Google Sheet
- Add each deadline as a new row with loan ID, borrower, action type, due date, and assigned team member
- Sort by due date so the most urgent items appear at the top
- Flag any deadline due within three business days as critical
Done when Compliance tracker is updated with all deadlines sorted by urgency.
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3
Gmail - draft weekly compliance deadline summary
gmail.com How to Automate Gmail
WebRun opens Gmail to draft weekly compliance deadline summary. - Draft a weekly compliance deadline summary email for the compliance officer listing all upcoming deadlines by due date
- Highlight any critical deadlines due within three business days
- Leave the email as a draft for the compliance officer to review and send - do not send automatically
Done when Weekly compliance summary email draft is ready in Gmail for compliance officer review.
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 file or submit any regulatory documents automatically?
No. It only identifies and logs upcoming deadlines. Every regulatory submission, disclosure delivery, or compliance action is taken by your compliance team after reviewing the tracker.
Which regulatory requirements does it track?
It tracks deadline types you configure in LoanPro such as adverse action notice windows, required disclosure dates, SCRA review triggers, and contractual anniversary reviews. The list is set by your compliance policy.
What happens if a deadline was missed before the system was set up?
It scans for all deadlines including those already past due and marks them as overdue in the tracker so your compliance team can assess and document any remediation needed.
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