Automated Loan Inquiry Data Entry From Email to MeridianLink
When a member loan inquiry arrives in the lending Gmail inbox, WebRun reads the email, extracts the member name, loan type requested, amount, and contact details, creates a pre-filled draft record in MeridianLink for a loan officer to review, and posts a new-inquiry alert to the lending team Slack channel so the right officer can follow up without re-keying any data.
How can a credit union automatically capture member loan inquiries from email into MeridianLink?
When a member loan inquiry arrives in Gmail, WebRun reads the email, extracts the member's name, requested loan type, and amount, and creates a pre-filled draft record in MeridianLink for a loan officer to review. It then posts a new-inquiry Slack alert mentioning the on-duty officer. No application is submitted and no member is contacted by the automation.
- Loan inquiries arrive in MeridianLink as pre-filled drafts within minutes, not hours
- Loan officers eliminate manual re-keying from email to the origination system
- Every inquiry is alerted to the team in Slack so none sit unanswered in an inbox
Built for credit union loan officers · member-facing lending staff · operations teams handling email inquiries
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read incoming member loan inquiry email
gmail.com
WebRun opens Gmail to read incoming member loan inquiry email. - Monitor the designated lending Gmail inbox for new member loan inquiry emails
- When a new email arrives, read the sender name, email address, and email body
- Extract the loan type requested, amount mentioned, and any other relevant details
- Label the email as 'Processing' in Gmail so it is not acted on twice
Done when Member name, email, loan type, requested amount, and contact details are extracted from the inquiry email.
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2
MeridianLink - create pre-filled draft application record
meridianlink.com
WebRun opens MeridianLink to create pre-filled draft application record. - Open MeridianLink and navigate to new loan application entry
- Pre-fill the applicant name, email, loan type, and requested amount from the email data
- Save the record as a draft or pre-application, do not submit it as a formal application
- Add a note to the record with the original email date and subject for traceability
Done when A pre-filled draft record exists in MeridianLink for the loan officer to review and convert to a formal application.
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3
Slack - post new-inquiry alert to lending team
slack.com
WebRun opens Slack to post new-inquiry alert to lending team. - Post a new-inquiry alert to the lending team Slack channel
- Include the member name, loan type, requested amount, and a note that a MeridianLink draft is ready
- Mention the on-duty loan officer if one is designated for incoming inquiries
Done when The lending team has a Slack alert with a summary of the new inquiry and a link to the MeridianLink draft record.
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 submit a formal loan application in MeridianLink on behalf of the member?
No. WebRun creates only a pre-filled draft record. A loan officer reviews the details, contacts the member to confirm, and formally submits the application. The member is never enrolled in a loan without their explicit consent.
What if the email does not contain enough information to pre-fill the record?
WebRun fills in whatever details are present in the email and leaves any missing fields blank in the draft. The Slack alert notes which fields the loan officer needs to follow up on with the member.
Can it tell a personal loan inquiry from a mortgage inquiry?
Yes. WebRun reads the email body to identify the loan type from keywords like 'auto loan', 'personal loan', or 'mortgage' and maps each to the correct product type in MeridianLink.
Related templates
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