Automated LoanPro Maturity Rollover Reminders
Every Monday, WebRun opens LoanPro, finds all loans maturing within 60 days, segments them by payoff-only and renewal-eligible based on payment history, logs the full list to a Google Sheets tracker, and drafts an SMS outreach message for each renewal-eligible borrower for team approval before sending.
How do I automatically track loans approaching maturity and prepare renewal outreach in LoanPro?
Every Monday, WebRun finds all LoanPro loans maturing within 60 days, segments them into renewal-eligible and payoff-only groups based on payment history, logs the full list to a Google Sheets tracker with priority highlighting, and drafts personalized SMS renewal invitations in Twilio for loan officer approval before any outreach reaches a borrower.
- No loan matures without a renewal conversation because outreach is prepared 60 days in advance
- Loan officers review renewal-eligible borrowers sorted by maturity date every Monday morning
- Payoff-only accounts are tracked separately so servicing teams prepare the right closing documents
Built for consumer lenders · loan officers · credit unions · loan servicing retention 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 maturing within 60 days
loanpro.io
WebRun opens LoanPro to find loans maturing within 60 days. - Open LoanPro and filter the loan portfolio to accounts with a maturity date within the next 60 days
- For each maturing loan, capture borrower name, loan ID, outstanding balance, maturity date, payment history, and delinquency status
- Classify each borrower as payoff-only (delinquent or policy-excluded) or renewal-eligible (current and in good standing)
Done when All loans maturing within 60 days are listed and segmented by renewal eligibility.
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2
Google Sheets - log maturity list and segment by renewal eligibility
google.com
WebRun opens Google Sheets to log maturity list and segment by renewal eligibility. - Open the loan maturity tracker Google Sheet
- Write renewal-eligible loans and payoff-only loans to separate tabs with borrower details, maturity dates, and outstanding balances
- Highlight loans maturing within 30 days as high priority in the sheet
Done when Maturity tracker is updated and segmented with priority highlighting for near-term maturities.
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3
Twilio - draft SMS outreach for renewal-eligible borrowers
twilio.com
WebRun opens Twilio to draft SMS outreach for renewal-eligible borrowers. - Draft an SMS message for each renewal-eligible borrower inviting them to discuss renewal options
- Personalize each message with the borrower name and approximate maturity date
- Leave all messages as drafts - do not send without loan officer approval
Done when Renewal outreach SMS drafts are queued in Twilio for loan officer review and approval.
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 text borrowers about renewal without a loan officer approving the message?
No. Every SMS is drafted in Twilio and held until a loan officer explicitly approves and sends it. No borrower receives an outreach message automatically.
How does it decide which borrowers are renewal-eligible?
It reads the payment history and current delinquency status from LoanPro and applies your eligibility criteria: accounts that are current with a strong on-time payment record qualify; delinquent accounts are placed in the payoff-only segment.
What if a loan has already been renewed or extended in LoanPro this cycle?
It reads the live maturity date from LoanPro each run, so any loan already extended with a new maturity date is excluded from that week's list automatically.
Related templates
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