MeridianLink Automated Loan Document Collection Chaser
Every morning, WebRun opens MeridianLink, identifies loan applications that still have outstanding document requirements, checks DocuSign for envelopes awaiting signature, drafts follow-up messages for each applicant, and posts your lending team a Slack summary of every stalled application.
How can a credit union automatically track and chase missing loan application documents?
WebRun opens MeridianLink every morning to find loan applications stalled on missing documents, checks DocuSign for unsigned envelopes tied to those applications, and posts the lending team a Slack list ranked by days waiting. Follow-up messages are drafted but held for staff review before any applicant is contacted.
- No stalled application sits unnoticed for more than one business day
- Lending staff start each day with a ranked list of who to call first
- DocuSign follow-ups are drafted and ready to send in seconds
Built for credit union loan officers · mortgage lending teams · member-facing lending staff
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 - find applications with missing documents
meridianlink.com
WebRun opens MeridianLink to find applications with missing documents. - Open MeridianLink and navigate to the loan origination pipeline
- Filter applications to those with a status of pending documents or incomplete
- Capture the applicant name, loan type, missing document list, and application date for each
- Prioritize applications that have been waiting 3 or more business days
Done when Every application with missing documents is listed with applicant details and what is still needed.
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2
DocuSign - check unsigned envelopes
docusign.com
WebRun opens DocuSign to check unsigned envelopes. - Open DocuSign and check for envelopes in sent or delivered status that have not yet been signed
- Match each unsigned envelope to its corresponding MeridianLink application
- Note how many days the envelope has been outstanding
Done when All unsigned DocuSign envelopes are matched to their loan applications and their age is recorded.
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3
Slack - post stalled-application status list
slack.com
WebRun opens Slack to post stalled-application status list. - Post a stalled-application list to the lending team Slack channel
- Group by priority: applications waiting 5 or more days at the top
- Include applicant name, loan type, missing items, and days waiting
- Note which applications have an unsigned DocuSign envelope outstanding
Done when The lending team has a full stalled-application status list in Slack to action today.
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 contact applicants directly to request documents?
No. WebRun drafts the follow-up messages but does not send them. A lending officer reviews and sends each one, keeping the member relationship personal and controlled.
How does it know which documents are still missing?
It reads the pending document checklist in MeridianLink for each application and cross-references DocuSign for any envelopes not yet returned, giving a complete picture of what is outstanding.
Will applications that are already complete still appear on the list?
No. WebRun reads live status from MeridianLink on each run, so any application where all documents have been received is automatically excluded from the daily list.
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