Automated Encompass Condition Chasing
Every morning, WebRun opens Encompass, reads the conditions tab on each active loan, finds the borrower conditions still outstanding, drafts a plain-English request to each borrower for the missing document, leaves every draft unsent in Gmail for the loan officer, and posts the team a Slack list of which conditions are holding up which file.
How do I chase outstanding underwriting conditions from borrowers automatically?
Every morning, WebRun opens Encompass, reads the conditions on each active loan, and finds the borrower conditions still outstanding. It drafts a plain-English request to each borrower for the missing document, leaves every draft unsent in Gmail for the loan officer, and posts a Slack list of which conditions are holding up which file.
- Outstanding conditions surface every morning, not at the closing crunch
- Each borrower request is drafted and waiting, so you just review and send
- Stuck files stand out by days open before they delay the close
Built for loan officers · mortgage processors · mortgage brokers · 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 outstanding conditions
icemortgagetechnology.com
WebRun opens Encompass to pull the conditions still outstanding on each loan. - Open Encompass and filter the Pipeline to active loans in Processing and Submittal
- Open each loan's conditions and list the borrower conditions still marked outstanding
- Capture the borrower, the loan number, the condition, and how long it has been open
Done when Every outstanding borrower condition has been listed with its loan and days open.
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2
Gmail - draft borrower requests
gmail.com
WebRun drafts a request for each missing condition and leaves it unsent. - Draft a clear, on-brand request to each borrower naming the exact document still needed
- Include a line on how to upload it and where to ask questions
- Save every message as a draft and leave it unsent for the loan officer to review
Done when A condition-request draft sits ready in Gmail for every borrower with an open item.
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3
Slack - report what is holding up files
slack.com
WebRun posts the day's outstanding-condition list to Slack. - Post the team a short list of loans with conditions still outstanding
- Group by loan and sort by days open so the most stuck files stand out
- Note that borrower requests are waiting in Gmail for review
Done when The team has today's outstanding-condition list 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 condition request 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.
How does it know which conditions are outstanding?
It reads the conditions on each active loan in Encompass every morning and lists only the borrower conditions still marked outstanding. Anything already cleared is dropped from the chase automatically.
Can it match how I word requests?
Yes. Give WebRun a sample request or a few notes on tone and it drafts each borrower message in your voice, naming the exact document the underwriter still needs.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.