Automated Equipment Lease Maturity Reminders
Every Monday, WebRun opens Odessa and finds every active lease maturing in the next 60 days, creates or updates a Google Calendar event for each maturity date so the relationship manager is reminded, and sends an SMS via Twilio to the assigned manager for any lease now within 14 days of maturity so nothing slips through at the critical window.
How do I get automatic reminders when equipment leases are approaching maturity?
WebRun scans Odessa every Monday for leases maturing within 60 days. It creates a Google Calendar event for each maturity date and invites the assigned relationship manager. For any lease now within 14 days of maturity, it sends the manager an SMS via Twilio with the contract details so the critical window never passes unnoticed.
- Relationship managers always have maturity dates on their calendar 60 days in advance
- A Twilio SMS at 14 days ensures no critical maturity window passes without action
- No manual scanning of Odessa is needed to find upcoming lease maturities
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.
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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 leases maturing within 60 days
odessainc.com
WebRun opens Odessa to find leases maturing within 60 days. - Open Odessa and filter active contracts for maturity dates within the next 60 days
- For each contract, capture the lessee name, contract number, maturity date, assigned relationship manager name and phone number, and equipment description
- Separate contracts by urgency: 1 to 14 days and 15 to 60 days
Done when Every contract maturing within 60 days is identified and split by urgency window.
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2
Google Calendar - create or update maturity events
calendar.google.com
WebRun opens Google Calendar to create or update maturity events. - For each maturing contract, create or update a Google Calendar event on the maturity date
- Include the lessee name, contract number, and equipment description in the event title and notes
- Invite the assigned relationship manager to the calendar event
Done when A Google Calendar maturity event exists for every lease maturing within 60 days.
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3
Twilio - send SMS alerts for leases within 14 days
twilio.com
WebRun opens Twilio to send SMS alerts for leases within 14 days. - For each contract maturing within 14 days, send an SMS to the assigned relationship manager's phone number via Twilio
- Include the lessee name, contract number, maturity date, and a prompt to confirm end-of-term arrangements
- Log the SMS send in the notes of the corresponding Google Calendar event
Done when An SMS alert has been sent to every relationship manager with a lease maturing within 14 days.
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
Does it send SMS alerts directly to lessees?
No. The Twilio SMS alerts go only to the internal relationship manager's phone number on file. No message is sent to the lessee.
What if a relationship manager is assigned to multiple leases maturing in the same week?
Each contract generates its own SMS so the manager has the full details for every one. The Google Calendar events are also created per contract so nothing is combined or missed.
Will it create a duplicate calendar event if the lease was already added in a prior week's run?
It checks for an existing calendar event for the contract before creating a new one and updates the existing event if any details changed, so no duplicates appear.
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