Automated Encompass Closing Countdown
Every morning, WebRun opens Encompass, finds the loans with a closing date in the next few days, checks each against your closing checklist of open items, drafts a friendly status note to each borrower in Gmail, leaves every draft unsent for the loan officer, and posts the team a Slack countdown of what is still outstanding on each closing.
How do I keep upcoming mortgage closings on track with a checklist?
Every morning, WebRun opens Encompass and finds the loans closing in the next few days, checking each against your closing checklist of open items. It drafts a status note to each borrower in Gmail for the loan officer to review and posts the team a Slack countdown of what is still outstanding on each closing, so nothing slips before signing.
- Every upcoming closing is checked against the checklist daily
- Open items surface days before signing, not the morning of
- Each borrower status note is drafted and waiting for review
Built for loan officers · mortgage processors · closing coordinators · lenders
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
www.encompassloconnect.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - find upcoming closings
icemortgagetechnology.com
WebRun filters the Encompass Pipeline to loans closing soon. - Open Encompass and filter the Pipeline to loans with a closing date in the next few days
- Check each loan against your closing checklist, for example clear-to-close, signed disclosures, and final conditions
- Capture the borrower, closing date, and the items still open on each file
Done when Every upcoming closing has been checked against the checklist with its open items listed.
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2
Gmail - draft borrower status notes
gmail.com
WebRun drafts a closing status note for each borrower and leaves it unsent. - Draft a warm status note to each closing borrower summarising what is done and what remains
- Include the closing date and any item still needed from the borrower
- Save every message as a draft and leave it unsent for the loan officer to review
Done when A closing status draft sits ready in Gmail for every borrower closing soon.
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3
Slack - post the closing countdown
slack.com
WebRun posts the closing countdown with each file's open items. - Post the team a closing countdown ordered by closing date
- Under each loan list the checklist items still open
- Flag any file with items open and a closing date inside two days
Done when The team has today's closing countdown in Slack.
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 email borrowers without me?
No. WebRun only drafts each closing status note in Gmail and leaves it unsent. The loan officer reads every message and clicks send, so nothing reaches a borrower without a person approving it first.
What is on the closing checklist?
Whatever you define, for example clear-to-close, signed initial disclosures, final conditions cleared, and the closing disclosure acknowledged. WebRun checks each upcoming loan against your list in Encompass and reports the items still open.
How far ahead does the countdown run?
As far as you set. Tell WebRun your window, for example loans closing within five days, and it builds the countdown for those files each morning, ordering them by closing date so the nearest closing leads.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.