All templates
For MCA funders, ISO broker managers & advance origination teams

Keep ISO brokers updated on every submission without the phone calls

Every afternoon, WebRun opens Centrex and checks the pipeline status for every open ISO broker submission, drafts a clear status-update email for each broker via Gmail, and posts an internal summary to your ISO management Telegram channel so your team knows exactly what was communicated before any email goes out.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 3:00 PM WebRun
1 Centrex pull ISO submission statuses
2 Gmail draft status update emails for broker review
3 Telegram post internal ISO status summary
Run a sample
In short

How do I automatically update ISO brokers on their MCA submission status?

WebRun checks every open ISO submission in Centrex each afternoon and drafts a personalised status update in Gmail for each broker. It also posts an internal summary to your Telegram channel so your team can review every draft before any broker receives a message, eliminating inbound status calls.

  • ISO brokers receive timely submission updates without calling your team
  • Every broker email is reviewed before it is sent
  • Internal team has a daily ISO pipeline summary with no manual reporting

Built for MCA funders · ISO broker managers · advance origination teams · MCA operations

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.centrexsoftware.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Centrex - pull ISO submission statuses
    centrexsoftware.com How to Automate Centrex
    WebRun in Centrex: pull ISO submission statuses
    WebRun opens Centrex to pull ISO submission statuses.
    • Open Centrex and navigate to the ISO broker management section
    • List all open submissions with their current pipeline status (for example: under review, approved, declined, pending documents)
    • Capture broker name, broker email, merchant name, submission date, and current status for each

    Done when Every open ISO submission has its current status and broker contact details captured.

  3. 2
    Gmail - draft status update emails for broker review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft status update emails for broker review
    WebRun opens Gmail to draft status update emails for broker review.
    • Draft a clear, professional status-update email for each ISO broker covering their open submissions
    • Include submission ID, merchant name, current status, and next steps or required actions
    • Save each email as a Gmail draft, not sent, for your team to review before sending

    Done when A Gmail draft exists for every ISO broker with an open submission, ready for team review.

  4. 3
    Telegram - post internal ISO status summary
    telegram.org How to Automate Telegram
    WebRun in Telegram: post internal ISO status summary
    WebRun opens Telegram to post internal ISO status summary.
    • Post a concise internal summary to your ISO management Telegram channel
    • List total open submissions, count by status, and flag any submission awaiting documents or a decision for more than 3 days
    • Note which broker emails are queued as drafts and ready for review

    Done when Your team has the afternoon ISO status summary in Telegram before broker emails go out.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.centrexsoftware.com
ScheduleRuns automatically on this cadence
Every day at 3:00 PM
DeliveryHow each run's result reaches you
ISO summary · Telegram
OutputWhat each run produces - Gmail drafts for each ISO broker with submission updates, plus an internal Telegram status summary for your team.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email ISO brokers without my team reviewing the message?

No. Every broker email is saved as a Gmail draft. Your team reviews each one before sending. The internal Telegram summary posts automatically so your team knows what is queued.

Can it handle multiple submissions from the same broker?

Yes. It groups all open submissions for a single broker into one consolidated update email rather than sending a separate email per submission.

What if a submission was declined?

Declined submissions are included in the broker update draft. Your team can add any explanation or next-step guidance before sending, since declined communications may need more care.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.