Kick off a new borrower onboarding when a loan funds in LoanPro
When a new loan funds in LoanPro, WebRun reads the loan details and borrower information, drafts a personalized welcome email with AutoPay setup instructions in Gmail, creates a Google Calendar reminder for the first payment due date, and posts a servicing team alert in Slack so nothing falls through the cracks on day one.
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How do I automatically kick off borrower onboarding when a new loan funds in LoanPro?
When a loan funds in LoanPro, WebRun reads the borrower details, drafts a personalized welcome email with AutoPay instructions in Gmail, and creates a Google Calendar reminder for the first payment due date. Every welcome email waits for staff review before reaching the borrower, ensuring a polished first impression from day one.
- Every new borrower has a personalized welcome email drafted and ready the moment their loan funds
- First payment due dates appear on the servicing calendar automatically, with no manual data entry
- AutoPay setup instructions are included or omitted based on actual enrollment status in LoanPro
Built for consumer lenders · loan servicers · credit unions · loan origination 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 - read funded loan and borrower details
loanpro.io How to Automate LoanPro
WebRun opens LoanPro to read funded loan and borrower details. - Open LoanPro and navigate to the newly funded loan account
- Capture borrower name, loan amount, monthly payment, first payment due date, loan term, and contact details
- Confirm the AutoPay enrollment status and payment method on file
Done when New loan details and borrower onboarding data are fully captured from LoanPro.
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2
Gmail - draft welcome email for borrower
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email for borrower. - Draft a personalized welcome email to the borrower with their loan summary, monthly payment amount, and first due date
- Include instructions for setting up AutoPay if not already enrolled
- Leave the email as a draft for staff review - do not send automatically
Done when A personalized welcome email draft is ready in Gmail for staff approval.
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3
Google Calendar - schedule first payment reminder
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule first payment reminder. - Create a calendar reminder in the servicing team's Google Calendar for the borrower's first payment due date
- Add borrower name, loan ID, and payment amount to the calendar event details
- Set a reminder two days before the due date so the team can verify payment receipt
Done when First payment due date is on the servicing calendar with borrower details.
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 the new borrower automatically when the loan funds?
No. The welcome email is drafted in Gmail and held for a staff member to review and send. The borrower only receives it after explicit approval.
What if the borrower is already enrolled in AutoPay?
It checks the AutoPay enrollment status in LoanPro and adjusts the welcome email accordingly, omitting the setup instructions if the borrower is already enrolled.
Can it handle multiple loans funding on the same day?
Yes. Each newly funded loan triggers its own onboarding run, so every borrower receives a separate welcome draft and calendar entry regardless of how many loans fund simultaneously.
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