Automated Estimate Rocket Financing Follow-Ups
Every morning, WebRun opens Estimate Rocket, finds jobs waiting on financing, checks each customer's application status in Wisetack, and drafts a short, encouraging email in Gmail naming the exact step left to finish applying, so financed jobs don't stall on unfinished paperwork.
How do I follow up with customers who started but didn't finish a financing application?
WebRun checks Wisetack every morning for foundation repair financing applications left unfinished for three or more days, matches each one to its job and proposal amount in Estimate Rocket, and drafts a short, specific nudge in Gmail naming the exact step the customer still needs to complete, so financed jobs don't stall waiting on paperwork.
- Stalled financing applications get a specific nudge within a day
- Every follow-up names the exact step left, not a generic reminder
- Approved applications drop off the list automatically
Built for foundation repair contractors · home improvement financing coordinators · foundation repair sales teams · office managers
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
login.estimaterocket.comin a real browser with your saved login - no setup, no API keys. -
1
Estimate Rocket - find jobs marked financing pending
estimaterocket.com
WebRun opens Estimate Rocket to find jobs marked financing pending. - Open Estimate Rocket and filter jobs whose payment method is set to Financing pending
- Capture the customer, job scope, and proposal amount for each
- Skip any job already marked as financing approved or paid
Done when Every job waiting on financing is listed with its scope and amount.
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2
Wisetack - check each application's status
wisetack.com
WebRun opens Wisetack to check each application's status. - Look up each customer's financing application status in Wisetack
- Flag applications started but not submitted, or submitted but missing documents, for three or more days
- Note exactly what step the application is stuck on
Done when Every stalled financing application has a status and a stuck step noted.
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3
Gmail - draft a nudge to finish applying
gmail.com
WebRun opens Gmail to draft a nudge to finish applying. - Draft a short, encouraging email for each customer naming the exact step left to finish their application
- Include a reminder that the crew can't be scheduled until financing is approved
- Leave every email as an unsent Gmail draft for your office to review before sending
Done when An unsent nudge draft exists for every stalled financing 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 the customer about financing without approval?
No. Every nudge is saved as an unsent Gmail draft naming the exact step left to finish. Your office reviews and sends each one, WebRun never sends a financing email on its own.
How does it know where an application is stuck?
It reads the live application status in Wisetack, whether that's started but not submitted or submitted but missing a document, and names that exact step in the draft so the nudge is specific, not generic.
What if the customer already got approved?
It's left off the list. WebRun checks the live financing status in Wisetack each morning, so an approved or already funded application gets no follow-up drafted.
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