Automated Lease Application Document Chasing
Every morning, WebRun scans Odessa for lease applications with outstanding document requirements, drafts a personalised chaser email in Gmail for each applicant listing exactly what is missing, and updates the document-tracker in Google Sheets so your ops team has a live view of every open item.
How do I automatically chase missing documents for equipment lease applications?
WebRun scans Odessa every morning for lease applications with incomplete document checklists. It drafts a personalised email in Gmail for each applicant listing the specific missing items, and updates a Google Sheets tracker with today's status. No chaser is sent until an ops team member approves it.
- Every outstanding document is flagged and chased the same morning
- Ops team has a live Google Sheet view of every open document item
- No chaser reaches an applicant without team review
Built for equipment finance ops teams · lease originators · credit analysts · 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 - find applications with missing documents
odessainc.com
WebRun opens Odessa to find applications with missing documents. - Open Odessa and navigate to Originations, filtering for applications with incomplete document checklists
- For each application, list which required documents are still outstanding
- Note the applicant contact name, email, and the number of days since the application was submitted
Done when Every application with a missing document is listed with the specific items outstanding.
-
2
Gmail - draft personalised document chasers
gmail.com
WebRun opens Gmail to draft personalised document chasers. - For each applicant with missing documents, open Gmail and create a draft addressed to their email
- List the specific missing documents by name in the email body
- Leave every draft unsent for an ops team member to review before sending to the applicant
Done when A personalised draft chaser exists in Gmail for every applicant with outstanding documents.
-
3
Google Sheets - log document status per application
google.com
WebRun opens Google Sheets to log document status per application. - Open the document-tracker Google Sheet
- Update each application row with today's date, the documents still missing, and a 'Chaser drafted' status
- Add any new applications that were not previously in the sheet
Done when The Google Sheet reflects today's document status for every open application.
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 email applicants directly about missing documents?
No. Every chaser is drafted in Gmail and held for an ops team member to review and approve before it is sent to the applicant.
How does it know which documents are required for each application type?
It reads the document checklist configured in Odessa for each application, so the list of required items matches your existing origination workflow.
What happens if an applicant uploads a document after the morning run?
The next morning's run re-checks Odessa and skips any item that has since been received, so chasers are never sent for documents already on file.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.