Automated Lender Appraisal Status Updates
Every Monday, WebRun opens Rouse Services, checks the current stage of every open lender engagement, drafts a short status update email in Gmail for each lender to review, and logs a summary row in Google Sheets so your team can see every report in progress at a glance.
How do I keep lenders updated on equipment appraisal report status?
WebRun checks Rouse Services every Monday for engagements tagged to a lender, reads the current stage and promised completion date for each, and drafts a status update email in Gmail for your review. It also logs a summary row in Google Sheets for every report in progress, flagging any at risk of missing its date, so lenders never have to chase you first.
- Lenders get a status update before they have to ask
- At risk reports get flagged internally days before the deadline
- Your team sees every open lender engagement in one weekly tracker
Built for machinery appraisers · equipment finance lenders · appraisal firms serving banks · asset based lenders
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.rouseservices.comin a real browser with your saved login - no setup, no API keys. -
1
Rouse Services - check each report's current stage
rouseservices.com
WebRun opens Rouse Services to check each report's current stage. - Open Rouse Services and list open engagements tagged to a lender
- Capture the current stage for each: inspection, drafting, or review
- Note the promised completion date
Done when Every lender tagged engagement has its current stage listed.
-
2
Gmail - draft lender status updates
gmail.com
WebRun opens Gmail to draft lender status updates. - Draft a short status update email for each lender naming the current stage and expected date
- Leave every draft unsent in your outbox for review
Done when A status update draft exists for every open lender engagement.
-
3
Google Sheets - log this week's status summary
google.com
WebRun opens Google Sheets to log this week's status summary. - Add a row to the tracker for each open lender report and its stage
- Flag any report at risk of missing its promised date
Done when Your team has a live tracker of every lender report in progress.
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 status updates to the lender without me?
No. Every status update is drafted in Gmail and left unsent. You review and send it yourself before the lender sees it.
How does it know what stage a report is in?
It reads the live engagement stage in Rouse Services each Monday, whether that is inspection, drafting, or review.
What happens if a report is at risk of missing its date?
It is flagged in the Google Sheets tracker so your team can act before the lender has to ask.
Related templates
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