Banking, Lending, Insurance & Wealth
Banking, Lending, Insurance & Wealth automation templates, page 16
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 Automated Dormant Account Escheatment Alerts
Every week, WebRun reviews MeridianLink for accounts approaching your dormancy threshold, logs each to a Google Sheet, and sends your operations team a Telegram alert listing accounts that need a re-engagement attempt before they must be reported to the state.
Automated LoanPro Portfolio Exception Detection
Every night, WebRun scans your LoanPro portfolio for unusual patterns such as duplicate payments, unexpected balance changes, misapplied transactions, and fee anomalies, and posts a flagged exception report to your operations team in Slack.
Automated RouteOne Dealer Onboarding Kickoff
When a new dealer is approved in RouteOne, WebRun collects their profile details, creates their onboarding checklist in Google Sheets, and drafts a welcome email with setup instructions for your relationship manager to review and send.
Automated MCA Document Collection Chasing
Every morning, WebRun checks Centrex for open applications with outstanding documents, drafts a chaser for each applicant, and posts a stale-file list to your team so nothing sits waiting for bank statements or ID all week.
EZLynx Automated Cross-Sell Quote Opportunity Drafts
Every Monday, WebRun scans EZLynx for clients holding only one line of business, identifies the most likely cross-sell, and drafts a quote outreach email for each producer to review and send.
Automated Lease End-of-Term Options Outreach
Every Monday, WebRun finds leases maturing in the next 90 days in Odessa, drafts a personalised end-of-term options letter in Gmail for each lessee, and sends your team a summary in Slack of who needs outreach this week.
MeridianLink Automated Loan Document Collection Chaser
Every morning, WebRun checks MeridianLink for loan applications with outstanding document requirements, drafts a follow-up email to each applicant, and posts your lending team a status list in Slack.
Automated LoanPro Document Collection Chasing
Every morning, WebRun checks LoanPro for loans with missing required documents, and drafts a polite follow-up email to each borrower so your team can approve and send the request before applications stall.
Automated Auto Lending Deal Data Entry From Email
WebRun reads incoming dealer emails in Gmail containing deal submissions or buyer information, extracts the structured data fields, and populates a Google Sheet staging log so your processor can verify and push the record to RouteOne with a single review.
Automated MCA Default Risk Worklist
Every morning, WebRun scores your active MCA portfolio in Centrex against your default-risk criteria, builds a prioritised worklist of at-risk advances, and posts it to Slack so your risk team can intervene before a delinquency escalates.
EZLynx Automated Agency Compliance Deadline Tracker
Every Monday, WebRun checks your agency's E&O policy expiry, producer license renewal dates, and CE hour deadlines in EZLynx and a Google Sheet tracker, and posts your team a Slack alert for anything due within 60 days.
Automated Lease Application Document Chasing
WebRun checks every new Odessa application for outstanding documents, drafts a personalised chaser in Gmail for each applicant, and logs the status in a Google Sheet so your ops team sees exactly what is still needed.
MeridianLink Automated Delinquency Risk Worklist
Every morning, WebRun reads MeridianLink for loans trending toward delinquency, scores each by risk level, and delivers your collections team a prioritized worklist via Telegram so they work the right accounts first.
Automated LoanPro Delinquency Bucket Worklist
Every morning, WebRun opens LoanPro, sorts all delinquent accounts by bucket (1-29, 30-59, 60-89, 90-plus days past due), and delivers a prioritized worklist to your collections team so they work the highest-risk accounts first.
Automated Auto Lending Dealer Covenant Tracker
WebRun checks your dealer covenant and condition schedule each week, compares current dealer performance metrics against required thresholds, flags any dealer approaching or in breach of a covenant condition, and posts a risk alert to your credit team's Slack channel.
Automated MCA Data Entry From Broker Emails
When a broker sends a merchant submission by email, WebRun reads the key deal details, creates or updates the application record in Centrex, and posts a confirmation to Slack so your team knows a new file has landed without touching a keyboard.
EZLynx Automated Claims Status Follow-Up
Every Monday, WebRun checks EZLynx for open claims, drafts a brief status update email for each affected client, and logs the claim status to a Google Sheet for your team.
Automated Equipment Lease Delinquency Risk Scoring
Every Monday, WebRun scores your Odessa portfolio for delinquency risk using payment history and aging, and delivers a ranked worklist to your risk team via Telegram so early-stage accounts get attention before they roll to the next bucket.
Automated Loan Inquiry Data Entry From Email to MeridianLink
When a member loan inquiry email arrives in Gmail, WebRun reads the details, creates a pre-filled application record in MeridianLink, and pings the lending team in Slack so a loan officer can follow up without re-keying any data.
Automated LoanPro Compliance Deadline Tracking
Every Monday, WebRun reviews your loan portfolio in LoanPro for upcoming regulatory and contractual compliance deadlines, logs each one to a tracker, and alerts your compliance team to deadlines due in the next 14 days so nothing is missed.
Automated RouteOne Contract-in-Transit Tracking
WebRun checks RouteOne daily for contracts that have left the dealership but not yet arrived, flags any that exceed your transit window, and posts a Slack alert so your team can follow up immediately.
Automated MCA Application Routing to Underwriters
When a new application is submitted in Centrex, WebRun reviews the deal profile, selects the right underwriter based on your routing rules, and posts a structured intake summary to your underwriting Slack channel so the right person can pick it up immediately.
EZLynx Automated COI Request Tracking and Chaser
Every morning, WebRun checks EZLynx for open COI requests, drafts status update emails to clients, and posts your team a Telegram message listing every outstanding certificate.
Automated Email to Odessa Data Entry
When a new lease application or payment notice arrives in Gmail, WebRun reads the key details and creates a draft Odessa record for your team to review and confirm before committing it to the system.
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