Automated Equipment Lease Approval Routing
When a new lease application arrives in Odessa, WebRun reads the deal size, equipment type, and applicant details, determines the correct approval tier based on your credit policy, prepares an approval routing envelope in DocuSign for the credit officer to send, and pings the assigned approver in Slack with the deal summary so no application sits in an unassigned queue.
How do I automatically route new equipment lease applications to the right credit approver?
WebRun reads every new lease application in Odessa within minutes, determines the approval tier from the deal size and equipment type, prepares a DocuSign routing envelope for the assigned credit officer to review, and pings the officer in Slack. No envelope is sent to anyone until the officer approves and sends it themselves.
- New lease applications reach the right approver within minutes of submission
- Credit officers get a complete deal summary in Slack without opening Odessa
- DocuSign envelopes are pre-populated and ready, saving approvers manual data entry
Built for equipment finance credit teams · lease originators · credit officers · commercial lending operations
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
www.odessainc.comin a real browser with your saved login - no setup, no API keys. -
1
Odessa - read new application details
odessainc.com
WebRun opens Odessa to read new application details. - Open Odessa and check for new lease applications submitted since the last run
- For each new application, capture applicant name, deal amount, equipment type, requested term, and any credit flags
- Determine the approval tier based on deal size: small (under $50k), mid ($50k to $250k), or large (over $250k)
Done when Every new application is categorised by approval tier with full deal details captured.
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2
DocuSign - prepare approval routing envelope
docusign.com
WebRun opens DocuSign to prepare approval routing envelope. - Open DocuSign and create a routing envelope for the application using the credit approval template
- Populate the envelope with the applicant name, deal amount, equipment type, and term from Odessa
- Add the assigned credit officer as the required signer but leave the envelope in draft for the officer to review and send
Done when A DocuSign approval envelope is drafted and assigned for every new application.
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3
Slack - notify assigned credit approver
slack.com
WebRun opens Slack to notify assigned credit approver. - Ping the assigned credit officer in Slack with the deal summary: applicant name, amount, equipment type, and approval tier
- Include a link to the Odessa application and note that the DocuSign envelope is drafted and ready
Done when The credit officer has been notified in Slack for every new application with a draft DocuSign envelope waiting.
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 DocuSign envelope to the applicant automatically?
No. The DocuSign envelope is prepared as a draft. The assigned credit officer reviews it in DocuSign and sends it themselves.
How does it decide which credit officer to route to?
It matches the deal tier based on the amount thresholds you configure: small, mid, and large deals each map to a designated approver or team.
What if the deal does not match any configured tier?
It posts the Slack notification to a default credit team channel and flags the deal as needing manual tier assignment so no application is left without an owner.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.