Catch escrow shortages before the annual analysis surprises a borrower
Every morning, WebRun opens LoanPro to find loans whose escrow analysis completed with a shortage, checks the tax and insurance disbursement history in QuickBooks to confirm the shortage figure, and drafts a shortage notice in Gmail explaining the new monthly payment and the repayment options, left for staff to review and send to the borrower.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I notify borrowers about an escrow shortage after the annual analysis?
Every morning, WebRun opens LoanPro to find loans whose escrow analysis just completed with a shortage, checks the tax and insurance disbursement history in QuickBooks to confirm the figure, and drafts a shortage notice in Gmail explaining the new payment and repayment options. The notice always waits for staff review and sign off before it reaches the borrower.
- Shortage figures are confirmed against QuickBooks before a notice is drafted
- Every borrower notice waits for staff review before it sends
- Repayment options are spelled out so borrowers are not caught off guard
Built for loan servicers · mortgage servicers · 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.
-
WebRun signs in and gets to work
Opens
loanpro.ioin a real browser with your saved login - no setup, no API keys. -
1
LoanPro - find loans with a new escrow shortage
loanpro.io How to Automate LoanPro
WebRun opens LoanPro to find loans with a new escrow shortage. - Open LoanPro and filter loans to those with an escrow analysis completed in the last 24 hours
- Capture the shortage amount, the new escrow payment, and the analysis date for each
- Note the loan's current escrow cushion and repayment term options
Done when Every new escrow shortage is listed with its amount and the new payment figure.
-
2
QuickBooks - confirm the disbursement history
- Look up the tax and insurance disbursement history in QuickBooks for the analysis period
- Confirm the disbursements match what LoanPro used to calculate the shortage
- Flag any loan where the figures do not reconcile for a closer look before drafting a notice
Done when Each shortage figure has been confirmed against QuickBooks disbursement records.
-
3
Gmail - draft the shortage notice for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the shortage notice for review. - Draft a shortage notice for each confirmed loan explaining the shortage amount and the new monthly payment
- Include the repayment options, typically a lump sum or spread over 12 months
- Leave every notice as a Gmail draft for staff to review and send. Do not send any automatically
Done when A drafted shortage notice is ready in Gmail for every confirmed escrow shortage.
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 WebRun notify the borrower about the shortage directly?
No. Every shortage notice is left as a Gmail draft. A staff member reviews the figures against QuickBooks and sends it, so nothing reaches the borrower automatically.
How does it confirm the shortage amount is correct?
It checks the tax and insurance disbursement history in QuickBooks against what LoanPro used to calculate the shortage, and flags any loan where the two do not reconcile before a notice is even drafted.
What repayment options does the notice include?
It includes the standard options on the loan's escrow terms, typically paying the shortage as a lump sum or spreading it over the next 12 months, so the borrower sees the choice up front.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.