Automated Lease End-of-Term Options Outreach
Every Monday, WebRun opens Odessa and identifies all lease contracts maturing within the next 90 days, drafts a personalised end-of-term options letter in Gmail for each lessee outlining their renewal, purchase, and return options, and posts your relationship team a summary in Slack of which lessees need outreach this week.
How do I automatically notify lessees of their end-of-term options before a lease expires?
WebRun opens Odessa every Monday and finds every lease maturing within 90 days. It drafts a personalised end-of-term options letter in Gmail for each lessee, covering renewal, purchase at the residual value, and return. The relationship team gets a Slack outreach summary grouped by urgency. No letter reaches a lessee until the manager approves it.
- Every lessee receives their end-of-term options at least 90 days before expiry
- Relationship managers save hours of manual drafting each week
- Urgency-ranked Slack summary ensures the most time-critical lessees are contacted first
Built for equipment finance relationship managers · lease portfolio managers · remarketing teams · commercial 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.odessainc.comin a real browser with your saved login - no setup, no API keys. -
1
Odessa - find leases maturing in 90 days
odessainc.com
WebRun opens Odessa to find leases maturing in 90 days. - Open Odessa and filter the portfolio for contracts with a maturity date within the next 90 days
- For each maturing contract, capture the lessee name, email, contract number, maturity date, equipment description, and any residual value recorded
- Note which lessees have already been sent an end-of-term notice in a prior run
Done when Every contract maturing within 90 days has its details and lessee contact captured.
-
2
Gmail - draft end-of-term options letters
gmail.com
WebRun opens Gmail to draft end-of-term options letters. - For each lessee not yet notified, open Gmail and draft a personalised end-of-term options letter
- Outline the three options: lease renewal, equipment purchase at the residual value, or equipment return
- Include the contract number, maturity date, and relevant contact for follow-up questions
- Leave every letter as a Gmail draft for the relationship manager to personalise and approve before sending
Done when A draft end-of-term options letter exists in Gmail for every maturing lease not yet notified.
-
3
Slack - post outreach summary to relationship team
slack.com
WebRun opens Slack to post outreach summary to relationship team. - Post an outreach summary to the relationship team Slack channel listing which lessees have drafts ready for review this week
- Group by urgency: leases expiring within 30 days first, then 31 to 60, then 61 to 90
- Flag any lessee who has not responded to a prior end-of-term notice
Done when Relationship team has this week's end-of-term outreach summary in Slack.
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 end-of-term letters to lessees automatically?
No. Every letter is left as a Gmail draft. The relationship manager reviews it, adds any personal notes, and sends it themselves before the lessee sees anything.
What end-of-term options does it include in the letter?
It covers the three standard options: renewal, purchase at the residual value recorded in Odessa, and equipment return. You can customise the letter template to add or remove options.
How does it handle a lessee with more than one lease maturing at the same time?
Each contract gets its own draft letter so the lessee's options are clearly stated per contract. The Slack summary groups all contracts by the same lessee so the relationship manager can send a combined outreach if preferred.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.