Automated LoanPro New Loan Boarding
When a new loan appears in LoanPro, WebRun checks that every required field, rate, term, payment amount, and disbursement details, is filled in, confirms the signed loan documents are on file in DocuSign, and builds a boarding checklist in Google Sheets flagging any missing item so a servicing specialist can fix it before the loan's first statement cycle.
How do I make sure a new loan is fully boarded before its first statement?
When a new loan is boarded, WebRun opens LoanPro to verify every required field, rate, term, payment amount, and disbursement details, confirms the signed note and disclosures are on file in DocuSign, and builds a per-loan checklist in Google Sheets. Any gap gets flagged and assigned to a servicing specialist to fix before the loan's first statement cycle.
- Missing fields or unsigned documents are caught within minutes of boarding
- Every gap is assigned to a specialist before the first statement goes out
- The checklist gives every new loan the same consistent review
Built for loan servicers · consumer lenders · credit unions · servicing operations
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 - verify every required field is filled in
loanpro.io
WebRun opens LoanPro to verify every required field is filled in. - Open LoanPro and locate the newly boarded loan
- Check that rate, term, payment amount, first payment date, and disbursement details are all filled in
- Flag any required field that is blank or looks inconsistent with the loan type
Done when Every required LoanPro field has been checked, filled or flagged.
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2
DocuSign - confirm signed loan documents are on file
docusign.com
WebRun opens DocuSign to confirm signed loan documents are on file. - Look up the loan documents in DocuSign for this borrower
- Confirm the note, disclosures, and any required riders are signed and on file
- Flag any document that is missing or still unsigned
Done when Every required loan document has been confirmed signed, or flagged as missing.
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3
Google Sheets - build the boarding checklist
google.com
WebRun opens Google Sheets to build the boarding checklist. - Open the loan boarding checklist Google Sheet
- Add a row for the new loan with every field and document checked off or flagged
- Assign the loan to a servicing specialist if anything needs fixing before the first statement cycle
Done when A complete boarding checklist exists for the new loan, with any gaps assigned to a specialist.
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 fix a missing field or document itself?
No. It only checks and flags. A servicing specialist is assigned in the checklist to fill in any missing field or chase down an unsigned document before the loan's first statement.
What counts as a required field?
Rate, term, payment amount, first payment date, and disbursement details, plus a signed note and disclosures in DocuSign. Any of these left blank or missing gets flagged on the checklist.
How fast does a new loan get checked?
It runs within minutes of a new loan appearing in LoanPro, so a missing field or document gets caught while it is still easy to fix, not at the first statement cycle.
Related templates
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