Automated LoanPro Monthly Statement Drafts
Every morning, WebRun opens LoanPro to find every loan whose statement cycle date falls that day, compiles the balance, transaction history, and amount due for each, drafts the statement email in Gmail for staff to review, and pings your servicing team on Telegram once a batch is ready to send.
How can I get monthly loan statements drafted automatically for staff review?
Every morning, WebRun opens LoanPro to find loans whose statement cycle date falls that day, pulls the balance, activity, and amount due for each, and drafts the statement email in Gmail. It pings your servicing team on Telegram once the batch is ready, flagging unusual activity, and every draft still waits for staff review before it sends.
- Statement drafts are ready before staff sit down each morning
- Unusual activity, like a fee or rate change, is flagged before it ships
- No statement reaches a borrower without a human review
Built for loan servicers · consumer lenders · mortgage servicers · 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 - find loans hitting their statement date
loanpro.io
WebRun opens LoanPro to find loans hitting their statement date. - Open LoanPro and filter loans to those whose statement cycle date is today
- Pull the current balance, transaction history since the last statement, and amount due
- Note any fees, escrow activity, or rate changes that must appear on the statement
Done when Every loan with a statement due today has its balance and activity captured.
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2
Gmail - draft the statement email for review
gmail.com
WebRun opens Gmail to draft the statement email for review. - Draft a statement email for each borrower with the balance, activity, and amount due
- Summarize the transaction history in plain language
- Leave every statement as a Gmail draft for staff to review before sending. Do not send any automatically
Done when A drafted statement email is ready in Gmail for every loan due today.
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3
Telegram - notify the team a batch is ready
telegram.org
WebRun opens Telegram to notify the team a batch is ready. - Post a message to the servicing team once the day's batch of drafts is ready
- Include the count of statements drafted and flag any with unusual activity, like a large fee or a rate change
Done when The servicing team knows today's statement batch is drafted and ready to review.
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
Will statements go out to borrowers without anyone checking them?
No. Every statement is left as a Gmail draft. A staff member reviews the balance and activity and sends it, so WebRun never sends a statement on its own.
How does it know which loans need a statement today?
It reads each loan's statement cycle date directly from LoanPro every morning, so only loans whose cycle falls on that day get a drafted statement.
What if a loan has unusual activity, like a rate change?
It flags loans with a large fee, escrow activity, or a rate change in the Telegram notice, so staff know which drafts need a closer look before sending.
Related templates
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