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Automated LoanPro Overdue Payment Chasing

Every morning, WebRun opens LoanPro, pulls all accounts with a payment past due, drafts a personalized reminder message for each borrower via Twilio, and posts your team a Slack digest of who needs follow-up today.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 LoanPro find past-due accounts
2 Twilio draft SMS reminders for review
3 Slack post daily chase digest
In short

How do I automatically chase overdue loan payments before accounts go delinquent?

WebRun opens LoanPro every morning, finds every account with a past-due payment, and drafts a personalized SMS reminder in Twilio for each borrower. Your team reviews and approves the drafts before anything is sent, and Slack receives a structured chase list ranked by days overdue.

  • Past-due accounts are identified and drafted for outreach before 9 AM every day
  • No borrower is contacted without human approval of the message
  • Collections staff open Slack to a ranked chase list instead of manually querying LoanPro

Built for consumer lenders · credit unions · loan servicers · collections teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens loanpro.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    LoanPro - find past-due accounts
    loanpro.io
    WebRun in LoanPro: find past-due accounts
    WebRun opens LoanPro to find past-due accounts.
    • Open LoanPro and filter the loan portfolio to accounts with a payment status of past due
    • Capture borrower name, loan ID, days past due, amount owed, and contact details for each account
    • Skip any account already contacted in the last 24 hours or flagged as do-not-contact

    Done when Every past-due account is listed with borrower details and days overdue.

  3. 2
    Twilio - draft SMS reminders for review
    twilio.com
    WebRun in Twilio: draft SMS reminders for review
    WebRun opens Twilio to draft SMS reminders for review.
    • Draft a short, compliant SMS reminder for each borrower using their name, amount due, and a payment link
    • Leave every message in draft status - do not send without human approval
    • Flag any account 30 or more days past due for priority review before sending

    Done when Reminder drafts are queued in Twilio for team review, not yet sent.

  4. 3
    Slack - post daily chase digest
    slack.com
    WebRun in Slack: post daily chase digest
    WebRun opens Slack to post daily chase digest.
    • Post a structured digest to your collections channel listing each past-due account with days overdue and draft status
    • Put the most delinquent accounts at the top of the list
    • Include a count of total accounts and total balance past due for the day

    Done when Your team has today's chase list in Slack with drafts ready to approve.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
loanpro.io
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Chase list · Slack
OutputWhat each run produces - A daily list of past-due accounts with borrower details, days overdue, and borrower reminder drafts awaiting approval.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send messages to borrowers without my approval?

No. Every reminder is drafted and queued but never sent automatically. Your team reviews and approves each message in Twilio before it reaches any borrower.

How does it know which accounts to chase today?

It reads live payment status from LoanPro each morning, so only genuinely past-due accounts appear. Anyone who paid overnight is excluded from that day's run.

Can it skip borrowers who already received a reminder this week?

Yes. It checks contact history and skips any account already contacted in the past 24 hours, so borrowers never receive duplicate messages.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.