Automated Freight Factoring Delinquency Risk Worklist
Every Monday, WebRun opens OTR Solutions, pulls the full aging report for outstanding broker invoices, scores each broker by days overdue and historical payment pattern, logs the risk worklist to a Google Sheet, and posts a summary of the top delinquency risks to Slack.
How do I automatically identify high-risk broker invoices in freight factoring?
WebRun pulls the OTR Solutions aging report every Monday, scores each broker by days outstanding and balance trend, and logs a risk worklist to Google Sheets. The top five delinquency risks are posted to Slack so your team can act before aged invoices draw from your reserve account.
- High-risk broker invoices flagged before they reach the 45-day delinquency threshold
- Week-over-week balance trends visible for every broker
- Finance team has a scored worklist ready every Monday morning
Built for trucking carriers · fleet owners · freight factoring clients · AR and finance teams
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
client.otrsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
OTR Solutions - pull invoice aging report
otrsolutions.com
WebRun opens OTR Solutions to pull invoice aging report. - Open OTR Solutions client portal and navigate to the accounts receivable aging report
- Export or read the list of all outstanding invoices grouped by broker
- Record broker name, invoice total, days outstanding, and invoice count per broker
Done when The full aging report is captured with broker-level totals and days outstanding.
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2
Google Sheets - log and score broker risk worklist
google.com
WebRun opens Google Sheets to log and score broker risk worklist. - Append this week's aging data to the broker risk tracking Google Sheet
- Calculate a simple risk score for each broker based on days outstanding and total balance
- Highlight brokers past 45 days outstanding as high risk in red and past 30 days in yellow
- Add a week-over-week column to show whether each broker's balance is growing
Done when The risk worklist sheet is updated with this week's scores, highlights, and trend column.
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3
Slack - post weekly delinquency summary
slack.com
WebRun opens Slack to post weekly delinquency summary. - Post a Slack summary to the finance channel listing the top five highest-risk brokers this week
- Include each broker's total outstanding, days overdue, and whether balance is growing
- Note any broker whose balance has grown for two or more consecutive weeks
Done when The finance team has the week's top delinquency risks in Slack with trend context.
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
How does OTR Solutions handle broker non-payment under non-recourse factoring?
Under OTR Solutions true non-recourse factoring, OTR absorbs the loss if a broker fails to pay. The risk worklist still matters because your reserve account is affected by aged invoices until the non-recourse claim is filed.
What does the risk score measure?
The score combines days outstanding, total balance owed, and whether the balance is growing week over week. Higher scores mean a broker needs attention sooner.
Will it contact brokers on the worklist automatically?
No. The worklist is an internal decision tool for your team. Any outreach to a broker is a separate human-initiated action after reviewing the worklist.
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