Banking, Lending, Insurance & Wealth
Banking, Lending, Insurance & Wealth automation templates, page 15
496 ready-made workflows for Banking, Lending, Insurance & Wealth. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Google Sheets and Gmail.
MeridianLink Automatic Payment Reconciliation Digest
Every evening, WebRun pulls the day's loan payments from MeridianLink, checks them against your Google Sheet ledger, flags any mismatches, and emails your accounting team a reconciliation summary.
Automated LoanPro Overdue Payment Chasing
Every morning, WebRun opens LoanPro, finds accounts with payments past due, and drafts a polite SMS or email reminder for each borrower so your team can approve and send before accounts roll to the next delinquency bucket.
Automated RouteOne Funding Stipulation Chaser
WebRun reviews open contracts in RouteOne each morning, identifies deals with unresolved stipulations, and drafts a chaser email to the dealer for each one so your funding team never has to hunt manually.
Automated MCA Overdue Payment Chasing
Every morning, WebRun finds advances in Centrex with missed ACH pulls, drafts a polite outreach message for each merchant, and queues them for your team to review and send before the day begins.
EZLynx Automated New Client Onboarding Kickoff
When a new client policy is bound in EZLynx, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and posts your team a Slack notification with the client details.
Automated Lease Payment Reconciliation
Every evening, WebRun matches payments received in Odessa against your QuickBooks ledger, flags any discrepancies, and posts a reconciliation digest to your finance Slack channel.
MeridianLink Automated Overdue Payment Chasing
Every morning, WebRun opens MeridianLink, finds loan payments past due, drafts a courteous reminder for each member, and posts your collections team a ranked worklist in Slack.
Automated LoanPro New Borrower Onboarding Kickoff
When a new loan funds in LoanPro, WebRun automatically creates the borrower's account profile, drafts a welcome email with payment setup instructions, schedules the first payment date in Google Calendar, and alerts your servicing team so onboarding starts on day one.
Automated RouteOne Portfolio Exception and Anomaly Flags
WebRun scans your indirect lending portfolio in RouteOne each morning for anomalies such as duplicate applications, unusual deal structures, and funding amounts that fall outside normal ranges, and posts a flagged exception list to your risk team's Slack channel for immediate review.
Automated MCA Merchant Onboarding Kickoff
When a new advance is funded in Centrex, WebRun kicks off the onboarding sequence: it creates the merchant record, prepares the welcome packet and ACH authorisation for signature, schedules the first account check-in, and drafts the welcome email for your team to send.
EZLynx Automated Lapsed Policy Winback Campaign
Every Monday, WebRun finds clients in EZLynx whose policies lapsed in the last 90 days without renewal, drafts a personalized winback email for each, and queues an SMS via Twilio for those who have not responded to prior outreach.
Automated Equipment Lease Payment Chasing
WebRun finds every overdue lease payment in Odessa, drafts a polite collection notice in Gmail for each lessee, and posts your team a ranked worklist in Slack so the highest-risk accounts get called first.
MeridianLink Automated Member Onboarding Kickoff
When a new member account is opened in MeridianLink, WebRun drafts a personalized welcome email, creates a Google Calendar onboarding task for the assigned representative, and posts a new-member alert to your team Slack channel.
Automated LoanPro Maturity Rollover Reminders
Every Monday, WebRun opens LoanPro, finds all loans maturing within the next 60 days, identifies which borrowers are candidates for renewal, and drafts outreach for your loan officers so no maturity date is missed and every relationship has a next step.
Automated Auto Lending Document Collection Chaser
WebRun reviews open deals in RouteOne each morning for missing required documents such as proof of income, insurance, or residency, and drafts a document request message per deal for your team to review and send to the borrower or dealer.
Automated MCA Maturity and Rollover Reminders
Every Monday, WebRun scans your Centrex portfolio for advances approaching their projected maturity date, prepares a rollover or closeout checklist for each, and posts a reminder to your account management team in Slack so no mature advance sits unactioned.
EZLynx Automated Missing Document Collection Chaser
Every morning, WebRun finds clients with outstanding document requests in EZLynx, drafts a follow-up email for each, and posts your team a Slack list of who still hasn't submitted.
Automated Equipment Lease Lessee Onboarding
When a new lease is approved in Odessa, WebRun sends a welcome email draft via Gmail, routes the onboarding task to the right team member in Slack, and schedules the kick-off call in Google Calendar.
MeridianLink Automated Daily Loan Pipeline Status Digest
Every morning, WebRun opens MeridianLink, reads the current status of every open loan application, summarizes the pipeline by stage, and posts a clean digest to your lending team Slack channel.
Automated LoanPro Hardship Request Case Management
When a hardship request arrives, WebRun pulls the borrower's loan details from LoanPro, checks their payment history and current balance, and builds a structured case summary for your loan modification team so they can make a timely, informed decision.
Automated Auto Lending Delinquency Bucket Worklist
WebRun pulls delinquent accounts from your portfolio each morning, sorts them into 30-, 60-, and 90-plus-day buckets, and posts each collector a prioritized worklist in Slack so the team starts the day focused on the right accounts.
Automated MCA ISO Broker Submission Updates
Every afternoon, WebRun pulls the latest status for each open ISO submission in Centrex, drafts a personalised status update for every broker, and queues the updates for your team to review and send so brokers stay informed without chasing you.
EZLynx Automated Policy Data Entry From Email
Every morning, WebRun reads your Gmail for new carrier or client emails containing policy data, extracts the key fields, and logs them into EZLynx as draft records for your team to review and confirm.
Automated Equipment Lease Maturity Reminders
Every Monday, WebRun scans Odessa for leases reaching maturity in the next 60 days, creates calendar events for each maturity date in Google Calendar, and sends your relationship team an SMS alert via Twilio for any lease maturing within 14 days.
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