Automated LoanPro Maturity Reminders
Every Monday, WebRun opens LoanPro, finds every loan maturing in the next 60 days, logs each one to a Google Sheet with the balance and days remaining, and drafts a maturity notice in Gmail explaining the renewal or payoff options, left for staff to review and send.
How do I get advance notice of loans approaching maturity?
Every Monday, WebRun opens LoanPro to find loans maturing in the next 60 days, logs each one to a Google Sheet with the balance and days remaining, and drafts a maturity notice in Gmail with renewal or payoff options. Every notice waits as a draft for staff to review and send, so borrowers get notice with a human signing off.
- Loans get flagged 60 days before maturity, not the week of
- Every borrower notice is drafted and personalized before a human sends it
- Already renewed or paid loans drop off the queue automatically
Built for loan servicers · consumer lenders · credit unions · mortgage servicers
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 - find loans maturing in the next 60 days
loanpro.io
WebRun opens LoanPro to find loans maturing in the next 60 days. - Open LoanPro and filter active loans to those maturing in the next 60 days
- Capture the balance, maturity date, and days remaining for each
- Note whether the loan is eligible for renewal under current terms
Done when Every loan maturing within 60 days is listed with its balance and days remaining.
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2
Google Sheets - log the maturity queue
google.com
WebRun opens Google Sheets to log the maturity queue. - Open the maturity queue Google Sheet
- Add a row per loan with balance, maturity date, days remaining, and renewal eligibility
- Sort so the soonest maturity dates sit at the top
Done when The maturity queue reflects every loan due within 60 days, soonest first.
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3
Gmail - draft the maturity notice for review
gmail.com
WebRun opens Gmail to draft the maturity notice for review. - Draft a maturity notice for each borrower explaining the date, balance, and their renewal or payoff options
- Personalize it with the loan's specific terms and deadline
- Leave every notice as a Gmail draft for staff to review and send. Do not send any automatically
Done when A drafted maturity notice is ready in Gmail for every loan in the queue.
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 send the maturity notice to the borrower directly?
No. The notice is always left as a Gmail draft. A staff member checks the terms and deadline and sends it themselves, so nothing goes out on its own.
How far ahead does it flag a maturing loan?
It reads live maturity dates from LoanPro every Monday and includes any active loan maturing within the next 60 days, giving staff two months of lead time.
What if a borrower already renewed or paid off?
It reads the loan's current status in LoanPro each run, so a loan already renewed, paid off, or closed does not appear in that week's queue.
Related templates
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