Escalate delinquent loans to the right collector before they age further
Every morning, WebRun opens LoanPro, pulls every loan past due, sorts each into its delinquency bucket (1 to 30, 31 to 60, 61 to 90, or 90 plus days), builds a worklist in Google Sheets with the assigned collector, and posts each collector their accounts in Slack so escalation happens the same day a loan crosses into a new bucket.
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How do I automatically escalate delinquent loans to the right collector each day?
Every morning, WebRun opens LoanPro, sorts every past-due loan into its delinquency bucket from 1 to 30 days through 90 plus, and builds a worklist in Google Sheets with the balance and assigned collector. It posts each collector their accounts in Slack, flagging newly escalated loans first, so nothing sits untouched while a human still makes every call.
- Newly escalated loans are flagged the same morning they move buckets
- Every collector opens Slack to only their assigned accounts
- The worklist reflects LoanPro's live status, not a stale export
Built for loan servicers · collections teams · consumer lenders · credit unions
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
loanpro.ioin a real browser with your saved login - no setup, no API keys. -
1
LoanPro - sort delinquent loans into aging buckets
loanpro.io How to Automate LoanPro
WebRun opens LoanPro to sort delinquent loans into aging buckets. - Open LoanPro and filter loans to any status past due
- Sort each loan into its bucket: 1 to 30, 31 to 60, 61 to 90, or 90 plus days past due
- Capture the balance, days past due, and last contact date for each loan
Done when Every delinquent loan is listed with its bucket, balance, and last contact date.
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2
Google Sheets - build the assigned worklist
google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the assigned worklist. - Open the delinquency worklist Google Sheet
- Add or update a row per loan with its bucket, balance, and the collector assigned to that account
- Flag any loan that moved to a new, more severe bucket since yesterday
Done when The worklist reflects every delinquent loan's current bucket and assigned collector.
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3
Slack - notify each collector of their accounts
slack.com How to Automate Slack
WebRun opens Slack to notify each collector of their accounts. - Post each collector a direct message with only their assigned accounts for the day
- Put newly escalated loans, the ones that moved buckets overnight, at the top
- Leave contacting the borrower to the collector. WebRun only builds and routes the worklist
Done when Every collector has today's worklist in Slack with newly escalated loans flagged first.
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 contact delinquent borrowers directly?
No. WebRun only builds the worklist and routes it to the right collector in Slack. Every borrower contact is still made by your collections staff.
How are loans assigned to a bucket?
It reads each loan's current days-past-due status directly from LoanPro every morning and sorts it into the 1 to 30, 31 to 60, 61 to 90, or 90 plus bucket, so buckets always reflect that day's live status.
How do I know which accounts are new escalations?
It compares each loan's bucket to the prior day's worklist and flags any loan that moved to a more severe bucket overnight, putting those accounts at the top of the collector's list.
Related templates
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