Automated LoanPro Hardship Request Case Management
When a hardship request is received, WebRun retrieves the borrower's full loan details, payment history, and current standing from LoanPro, scores the request against your modification policy guidelines, logs the case to a Google Sheet tracker, and notifies the loan modification team in Slack so review starts within the hour.
How can I automatically route and track borrower hardship requests for my loan modification team?
When a hardship request arrives, WebRun opens LoanPro to pull the borrower's balance, payment history, and delinquency status, logs a structured case to your Google Sheets tracker with a priority rating, and notifies your loan modification team in Slack so review begins within the hour. No modification decision is made automatically.
- Hardship cases are structured and logged within minutes of intake instead of sitting in an inbox
- Modification teams get a complete loan history and case summary before their first review call
- Seriously delinquent accounts are automatically flagged for team lead attention
Built for consumer lenders · loan modification teams · credit unions · hardship program 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 - retrieve borrower loan details and payment history
loanpro.io
WebRun opens LoanPro to retrieve borrower loan details and payment history. - Open LoanPro and locate the borrower's loan using their account ID or name from the hardship request
- Pull current outstanding balance, monthly payment, original loan term, and remaining term
- Read the full payment history: number of on-time payments, missed payments, and any prior modifications
- Note the current delinquency status and days past due if any
Done when Borrower loan details, payment history, and current status are fully captured from LoanPro.
-
2
Google Sheets - log case to hardship tracker
google.com
WebRun opens Google Sheets to log case to hardship tracker. - Open the hardship request tracker Google Sheet
- Add a new row with borrower name, loan ID, request date, hardship reason stated, current balance, payment history summary, and days past due
- Assign a case priority based on delinquency status: current, early delinquency, or seriously delinquent
Done when Hardship case is logged in the tracker with all relevant loan details and a priority rating.
-
3
Slack - notify modification team
slack.com
WebRun opens Slack to notify modification team. - Post a case summary to the loan modification team Slack channel with borrower details, loan standing, and hardship reason
- Tag the team lead if the account is seriously delinquent or if the balance exceeds your threshold
- Include a direct link to the Google Sheet row for the full case file
Done when Loan modification team has been notified in Slack with a structured case summary.
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 approve or deny hardship requests automatically?
No. It only gathers loan data and prepares the case file. Every hardship decision is made by your modification team after reviewing the structured summary.
What if the borrower has had a prior loan modification?
It reads the full loan history from LoanPro and flags any previous modifications in the case summary, so the team has complete context before making a new decision.
How quickly does the modification team receive the case?
Within minutes of the hardship request arriving, the loan details are pulled from LoanPro, the case is logged in Google Sheets, and the Slack notification is sent to the modification team.
Related templates
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