Automated MCA Document Collection Chasing
Every morning, WebRun opens Centrex, finds open MCA applications still waiting on bank statements, voided checks, or identification documents, drafts an SMS reminder for each applicant via Twilio, and logs the outstanding file list to a Google Sheet for your underwriting team.
How do I automatically chase applicants for missing MCA documents?
WebRun opens Centrex each morning, finds every MCA application waiting on bank statements or other documents, queues an SMS chaser for each applicant in Twilio for team review, and logs the full outstanding checklist to Google Sheets so your underwriters always have a clear picture of the pipeline.
- Stalled applications are chased every morning without manual effort
- Underwriters start with a live view of exactly which documents are still missing
- No SMS goes to an applicant without a team member approving it first
Built for MCA underwriters · loan processors · MCA brokers · advance origination teams
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
app.centrexsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Centrex - find applications with missing documents
centrexsoftware.com
WebRun opens Centrex to find applications with missing documents. - Open Centrex and navigate to the origination pipeline
- Filter applications to those with a status of pending documents for more than 1 business day
- Capture applicant name, mobile number, application ID, and list of outstanding documents for each
Done when Every stalled application has its missing document list and applicant contact details captured.
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2
Twilio - draft SMS chasers for review
twilio.com
WebRun opens Twilio to draft SMS chasers for review. - Compose a concise, friendly SMS for each applicant listing exactly which documents are still needed
- Queue the SMS messages in Twilio as drafts, not sent
- Flag messages for applications stalled more than 3 days as high priority for team review
Done when An SMS draft exists in Twilio for every stalled applicant, ready for team approval before sending.
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3
Google Sheets - log outstanding document checklist
google.com
WebRun opens Google Sheets to log outstanding document checklist. - Append each outstanding application to the document-collection tracker sheet
- Record the application ID, applicant name, days stalled, and which documents are missing
- Highlight rows stalled more than 5 days in the sheet for escalation
Done when The Google Sheet reflects every open application with missing documents and its staleness age.
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 send SMS messages to applicants automatically?
No. Every SMS is queued as a draft in Twilio and listed in the Google Sheet. A team member reviews and approves each message before it is sent to the applicant.
How does it know which documents are still missing?
It reads the document checklist and upload status on each application record in Centrex, comparing what has been received against what is required for underwriting.
What happens once an applicant uploads all their documents?
The next morning's run reads live Centrex data, so any application with all documents received is automatically removed from the chase list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.