Automated LoanPro Payoff Quote Drafting
When a payoff quote request arrives, WebRun opens LoanPro to retrieve the loan's outstanding principal, accrued interest, and applicable fees, calculates the payoff amount as of the borrower's requested date, logs the quote to a Google Sheet, and drafts a formal payoff letter in Gmail for staff review before sending.
How can I automatically generate payoff quotes for borrowers in LoanPro?
When a payoff request arrives, WebRun opens LoanPro to retrieve the outstanding principal, daily interest rate, and fees, then calculates the exact payoff amount as of the borrower's requested date. It logs the quote to Google Sheets and drafts a formal payoff letter in Gmail for staff review before any communication reaches the borrower.
- Payoff quotes are calculated and drafted within minutes of a borrower request
- Staff review and approve every letter before it reaches the borrower
- All quotes are logged with good-through dates so expired calculations are never reused
Built for consumer lenders · loan servicers · mortgage servicers · 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 - retrieve loan balance and calculate payoff amount
loanpro.io
WebRun opens LoanPro to retrieve loan balance and calculate payoff amount. - Open LoanPro and locate the borrower's loan using the loan ID or borrower name from the request
- Read the current outstanding principal balance, daily interest accrual rate, and any outstanding fees
- Calculate the total payoff amount as of the borrower's requested payoff date including per diem interest
- Confirm the good-through date the quote will be valid until
Done when Payoff amount, per diem rate, and good-through date are captured from LoanPro.
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2
Google Sheets - log payoff quote details
google.com
WebRun opens Google Sheets to log payoff quote details. - Open the payoff quote log Google Sheet
- Add a row for this quote with loan ID, borrower name, quote date, payoff amount, good-through date, and requesting staff member
- Flag if the quote differs significantly from the previous quote on record for this loan
Done when Payoff quote is logged in the tracking sheet with all relevant details.
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3
Gmail - draft formal payoff letter for review
gmail.com
WebRun opens Gmail to draft formal payoff letter for review. - Draft a formal payoff quote letter addressed to the borrower with the exact payoff amount, good-through date, and payment instructions
- Include the per diem interest rate and note that the amount increases each day after the good-through date
- Leave the letter as a Gmail draft for staff review and signature - do not send automatically
Done when A formal payoff letter draft is ready in Gmail for staff review before sending to the borrower.
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 payoff letter to the borrower without staff reviewing it first?
No. The payoff letter is always left as a Gmail draft for a staff member to verify the amount, add a signature, and send. No letter reaches a borrower automatically.
How accurate is the payoff calculation?
It pulls the live outstanding principal, daily interest rate, and fees directly from LoanPro and applies the per diem accrual to the borrower's requested payoff date, producing the same figure a loan officer would calculate manually.
What happens when the good-through date passes?
The Google Sheet log flags the quote as expired. If the borrower requests a new quote after the good-through date, the workflow runs again to produce a fresh calculation.
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