Automated LoanPro Document Collection Chasing
Every morning, WebRun opens LoanPro, finds all loans with outstanding document requirements, checks DocuSign for any pending signature envelopes, and drafts a borrower follow-up email in Gmail for each open item so your team can review and send.
How can I automatically chase borrowers for missing loan documents?
WebRun checks LoanPro every morning for loans with outstanding document requirements, cross-references DocuSign for pending signature envelopes, and drafts a personalized follow-up email in Gmail for each borrower listing exactly what is still needed. Every draft waits for team approval before reaching the borrower.
- No loan stalls waiting for documents because follow-ups are drafted every morning
- Borrowers receive a single, accurate list of exactly what is still needed
- Teams start each day with approved drafts ready to send in one click
Built for consumer lenders · mortgage originators · loan processors · loan servicing teams
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 - find loans with missing documents
loanpro.io
WebRun opens LoanPro to find loans with missing documents. - Open LoanPro and filter the loan pipeline to accounts with outstanding document requirements
- For each loan, note which specific documents are missing: income verification, ID, insurance, or signed agreements
- Record how long each document has been outstanding and the borrower contact details
Done when Every loan with missing documents is listed with the specific items outstanding.
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2
DocuSign - check pending signature envelopes
docusign.com
WebRun opens DocuSign to check pending signature envelopes. - Open DocuSign and check for any signature envelopes that have been sent but not yet signed
- Note which envelopes are past their deadline or have been viewed but not completed
- Cross-reference with the LoanPro outstanding list to avoid duplicate follow-ups
Done when Pending DocuSign envelopes are matched to the LoanPro document checklist.
-
3
Gmail - draft borrower follow-up emails
gmail.com
WebRun opens Gmail to draft borrower follow-up emails. - Draft a personalized follow-up email for each borrower listing only their specific outstanding items
- Include the DocuSign link if a signature envelope is pending
- Leave all emails as drafts for team review - do not send without approval
Done when A draft follow-up email exists in Gmail for every borrower with missing documents.
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 without someone reviewing the message first?
No. Every follow-up is left as a Gmail draft. A team member must review and send each message, so borrowers only receive communications your staff have approved.
How does it know which documents are still missing?
It reads the live document checklist in LoanPro each morning, so any document uploaded overnight is automatically removed from that day's chase list.
What if a borrower already has a DocuSign envelope waiting?
It checks DocuSign for pending envelopes and includes the existing signing link in the draft rather than sending a duplicate request, so borrowers get one clear message.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.