Automated LoanPro Payment Reminders
Every morning, WebRun opens LoanPro, finds every loan with a payment due in the next three days, drafts a short reminder for each borrower, and queues the drafts in a Google Sheet so a staff member can approve them before Twilio sends a single message.
How can I remind borrowers before their loan payment is due?
Each morning, WebRun opens LoanPro to find loans with a payment due in the next three days, drafts a short reminder for every borrower, and queues each one in a Google Sheet. A staff member approves the batch, and only then does Twilio send the SMS, so no reminder reaches a borrower unreviewed.
- Borrowers get a reminder before, not after, their payment is late
- Every reminder is staff approved before Twilio sends it
- Loans already paid are skipped automatically each morning
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 payments due in the next 3 days
loanpro.io
WebRun opens LoanPro to find payments due in the next 3 days. - Open LoanPro and filter active loans to payments due in the next 3 days
- Capture the borrower name, phone number, amount due, and due date for each
- Skip any loan already reminded in the last 24 hours
Done when Every loan with a payment due in the next 3 days is listed with borrower and amount.
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2
Google Sheets - queue drafted reminders for approval
google.com
WebRun opens Google Sheets to queue drafted reminders for approval. - Open the reminder queue Google Sheet
- Add a row per borrower with the drafted reminder text, amount, and due date
- Mark each row Pending Approval for staff to review
Done when Every upcoming payment has a drafted reminder waiting in the queue.
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3
Twilio - send approved SMS reminders
twilio.com
WebRun opens Twilio to send approved SMS reminders. - Read only the rows a staff member has marked Approved in the sheet
- Send the approved SMS reminder to that borrower's phone number on file
- Leave unapproved rows untouched. Do not send them
Done when Every approved reminder has been sent, and nothing unapproved went out.
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 it text borrowers without anyone checking first?
No. Every reminder is drafted into the Google Sheet queue, and Twilio only sends the ones a staff member marks Approved. Nothing goes out unreviewed.
How does it decide which loans need a reminder?
It reads live due dates in LoanPro each morning and includes any active loan with a payment due in the next three days, skipping loans already reminded in the past 24 hours.
What if a borrower pays before the reminder goes out?
It pulls the payment due list fresh from LoanPro each morning, so a loan paid off before that day's run simply will not appear as due, and staff can skip any row before approving it.
Related templates
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