Automated LoanPro Delinquency Bucket Worklist
Every morning, WebRun opens LoanPro, groups delinquent loans by delinquency bucket, tallies balances and account counts per bucket, writes the results to a Google Sheet, and sends your collections team a Telegram summary so they start the day on the highest-risk accounts.
How can I automatically build a delinquency bucket worklist from LoanPro each morning?
WebRun opens LoanPro every morning, groups every delinquent loan into severity buckets by days past due, writes a color-coded worklist to Google Sheets with account counts and balances per bucket, and posts a summary to your collections team's Telegram channel so the highest-risk accounts are worked first.
- Collections staff open their day with a ranked, bucketed worklist instead of pulling manual reports
- Accounts that rolled to a worse bucket are flagged automatically for immediate action
- Total delinquency exposure by bucket is visible every morning before the team starts calling
Built for consumer lending collections teams · loan servicers · credit unions · delinquency managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
loanpro.ioin a real browser with your saved login - no setup, no API keys. -
1
LoanPro - pull and bucket all delinquent loans
loanpro.io
WebRun opens LoanPro to pull and bucket all delinquent loans. - Open LoanPro and navigate to the Collections Suite delinquency view
- Filter loans by payment status to isolate all past-due accounts
- Group accounts into delinquency buckets: 1 to 29, 30 to 59, 60 to 89, and 90-plus days past due
- Capture loan ID, borrower name, balance, days past due, and assigned collector for each account
Done when All delinquent accounts are bucketed with full details captured.
-
2
Google Sheets - write prioritized worklist
google.com
WebRun opens Google Sheets to write prioritized worklist. - Open the collections worklist Google Sheet for today's date
- Write each bucket's accounts in a separate tab, highest risk first
- Add summary row with total accounts and total balance per bucket
- Colour-code rows by severity so collectors see priority at a glance
Done when Google Sheet is updated with today's bucketed delinquency worklist.
-
3
Telegram - send daily summary to collections team
telegram.org
WebRun opens Telegram to send daily summary to collections team. - Post a brief summary to the collections Telegram channel: account counts and balances per bucket
- Include a link to the Google Sheet for the full worklist
- Flag any account that moved to a worse bucket since yesterday
Done when Collections team has the daily summary and sheet link in Telegram.
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 borrowers directly?
No. It only builds and delivers the internal worklist for your collections staff. All borrower outreach is handled by your team using the worklist as their guide.
How do I know which accounts moved to a worse bucket since yesterday?
It compares today's delinquency data against yesterday's snapshot and flags any account that rolled into a higher-risk bucket, so collectors can prioritize those accounts first.
Can it assign accounts to specific collectors?
Yes. If LoanPro has a collector assigned to each account, it reads that field and groups the worklist by collector, so each team member sees only their own accounts.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.