Automated LoanPro Payment Reconciliation
Every night, WebRun pulls the day's posted payments from LoanPro, compares them to the bank settlement figures in your Google Sheet, identifies any mismatches or missing transactions, and emails your finance team a reconciliation report.
How can I automatically reconcile loan payments against bank settlements each night?
WebRun runs every night, pulls the day's posted payments from LoanPro, and compares them line by line against your bank settlement data in Google Sheets. Mismatches and missing entries are flagged and compiled into a reconciliation report drafted in Gmail, ready for finance team review before the next business day.
- Discrepancies between LoanPro and bank settlement are caught the same night they occur
- Finance teams start each morning with a completed reconciliation rather than running it manually
- Every exception is documented with full transaction details for fast investigation
Built for consumer lenders · loan servicers · finance teams · credit unions
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 - pull posted payments for the day
loanpro.io
WebRun opens LoanPro to pull posted payments for the day. - Open LoanPro and navigate to the payment transaction report for today
- Export the list of all payments posted today including loan ID, borrower, amount, and payment method
- Note the total count and sum of payments processed
Done when Today's posted payment list is captured with full transaction details.
-
2
Google Sheets - compare against settlement data
google.com
WebRun opens Google Sheets to compare against settlement data. - Open the daily bank settlement Google Sheet and read the incoming settlement entries
- Match each LoanPro payment to a corresponding settlement entry by amount and reference
- Flag any LoanPro payment with no matching settlement and any settlement with no matching LoanPro record
- Calculate the net difference between LoanPro total and settlement total
Done when All payments are matched or flagged, and the net difference is calculated.
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3
Gmail - email reconciliation report
gmail.com
WebRun opens Gmail to email reconciliation report. - Draft a reconciliation email summarizing matched totals, flagged mismatches, and the net difference
- Attach or paste the exception list so the finance team can investigate each item
- Leave the email as a draft for a team member to review and send - do not auto-send
Done when Reconciliation report draft is ready in Gmail for finance team review.
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 send the reconciliation report automatically?
No. The report is drafted in Gmail and left for a finance team member to review before sending. Nothing goes out without human sign-off.
How does it handle payments that appear in one system but not the other?
Any payment present in LoanPro but missing from the settlement sheet, or vice versa, is flagged as an exception in the report with full transaction details so your team can investigate.
What if the settlement file is not updated by the time the run starts?
If the Google Sheet is empty or unchanged from the prior day, WebRun notes this in the report and flags the reconciliation as incomplete so your team knows to re-run it manually.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.