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Automated LoanPro Hardship Follow-Ups

Every Monday, WebRun opens LoanPro to check every loan on an active hardship or forbearance plan against its modified payment terms, drafts a friendly check-in email in Gmail for any borrower falling behind on the plan, and posts an at-risk list to your loss mitigation team in Slack so plans get worked before a borrower defaults out of one.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 LoanPro check hardship plan compliance
2 Gmail draft a check-in email for at-risk borrowers
3 Slack notify loss mitigation of at-risk plans
In short

How do I track whether borrowers are keeping up with a hardship or forbearance plan?

Every Monday, WebRun opens LoanPro to check every active hardship or forbearance plan against its modified terms, drafts a check-in email in Gmail for any borrower falling behind, and posts an at-risk list to your loss mitigation team in Slack. Every email waits as a draft for staff review, so plans get worked before a borrower defaults.

  • At-risk plans are flagged weekly instead of discovered at default
  • Every borrower check-in is drafted and reviewed before it sends
  • Plans back in compliance drop off the list automatically

Built for loan servicers · loss mitigation teams · consumer lenders · credit unions

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens loanpro.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    LoanPro - check hardship plan compliance
    loanpro.io
    WebRun in LoanPro: check hardship plan compliance
    WebRun opens LoanPro to check hardship plan compliance.
    • Open LoanPro and filter loans to those on an active hardship or forbearance plan
    • Compare each loan's actual payments against the modified plan terms
    • Flag any plan where a payment was missed or paid short

    Done when Every active hardship plan is checked against its terms, compliant or flagged.

  3. 2
    Gmail - draft a check-in email for at-risk borrowers
    gmail.com
    WebRun in Gmail: draft a check-in email for at-risk borrowers
    WebRun opens Gmail to draft a check-in email for at-risk borrowers.
    • Draft a friendly check-in email for each borrower falling behind on their plan
    • Reference the specific modified terms and the missed or short payment
    • Leave every email as a Gmail draft for staff to review and send. Do not send any automatically

    Done when A drafted check-in email is ready for every borrower falling behind on their plan.

  4. 3
    Slack - notify loss mitigation of at-risk plans
    slack.com
    WebRun in Slack: notify loss mitigation of at-risk plans
    WebRun opens Slack to notify loss mitigation of at-risk plans.
    • Post an at-risk list to the loss mitigation channel with each flagged loan and how far behind it is
    • Sort so plans closest to default sit at the top
    • Leave deciding next steps, like a plan modification or referral to collections, to the loss mitigation team

    Done when Loss mitigation has this week's at-risk hardship list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
loanpro.io
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
At-risk hardship list · Slack
OutputWhat each run produces - An at-risk hardship plan list plus a drafted check-in email in Gmail for each borrower falling behind.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email a borrower on a hardship plan without approval?

No. Every check-in email is left as a Gmail draft. A staff member reviews it and sends it, so WebRun never contacts a borrower on a hardship plan directly.

How does it decide a plan is at risk?

It compares each loan's actual payments against its specific modified terms in LoanPro every Monday, and flags any plan where a payment was missed or paid short of what was agreed.

What happens once a borrower catches back up?

It reads the loan's current payment status each week, so a plan back in compliance drops off the at-risk list and stops generating a check-in draft.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.