MeridianLink Automated Loan Approval Routing
When a loan application in MeridianLink reaches the approval stage, WebRun reads the loan type, amount, and risk tier to determine the correct approval officer, drafts a routing notification email in Gmail with full application details, and posts a pending-decision alert to the lending team Slack channel so nothing waits in a queue unnoticed.
How can a credit union automatically route loan approval decisions to the right officer?
When a MeridianLink loan application reaches the approval stage, WebRun reads the loan type, amount, and risk tier to identify the correct officer, drafts a routing notification email in Gmail for the lending manager to review and send, and immediately posts a pending-decision Slack alert mentioning the assigned officer. No approval decision is made by the automation.
- Approval-stage applications reach the right officer within minutes, not hours
- No application sits in a queue unnoticed because of a routing oversight
- The lending manager reviews the routing draft before the officer is formally notified
Built for credit union lending managers · loan officers · consumer lending operations 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
app.meridianlink.comin a real browser with your saved login - no setup, no API keys. -
1
MeridianLink - detect application at approval stage and read details
meridianlink.com
WebRun opens MeridianLink to detect application at approval stage and read details. - Detect when a loan application moves to the approval-pending status in MeridianLink
- Read the loan type, requested amount, applicant risk tier, and credit score
- Determine the correct approval officer based on loan type and amount threshold rules
- Capture the application ID, applicant name, and any conditions required before approval
Done when The application details and the correct routing officer are identified from MeridianLink.
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2
Gmail - draft routing notification for the correct approval officer
gmail.com
WebRun opens Gmail to draft routing notification for the correct approval officer. - Draft an approval routing notification email addressed to the identified officer
- Include the application ID, loan type, requested amount, applicant name, risk tier, and any conditions
- Add a direct link to the application in MeridianLink for one-click access
- Save the email as a draft for the lending manager to review before sending to the officer
Done when A routing notification draft is in Gmail addressed to the correct approval officer, awaiting manager review.
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3
Slack - post pending-decision alert to lending channel
slack.com
WebRun opens Slack to post pending-decision alert to lending channel. - Post a pending-decision alert to the lending team Slack channel
- Include the application ID, loan type, amount, applicant name, and assigned officer
- Mention the assigned officer directly so they see the notification
- Flag applications over the auto-decision threshold or with conditions outstanding
Done when The lending team has a Slack alert and the assigned officer is notified of the pending decision.
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 approve or decline the loan application automatically?
No. WebRun only routes the notification to the correct officer. Every approval or decline decision is made by a qualified lending officer after reviewing the full application in MeridianLink.
How does it know which officer to route to?
You configure routing rules based on loan type and amount threshold. WebRun reads the application details from MeridianLink and matches them to your rules to identify the right officer each time.
What if the assigned officer is on leave?
You can set a backup officer in the routing configuration. If the primary officer is marked as out of office, WebRun routes the notification to the backup instead of letting the application sit unactioned.
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