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For loan servicers, loss mitigation teams & consumer lenders

Keep hardship plans on track with timely borrower check-ins

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.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
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
Run a sample
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 How to Automate LoanPro
    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 How to Automate Gmail
    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 How to Automate Slack
    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.

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

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.