All templates

Automated Encompass LO Production Report

Every Monday, WebRun opens Encompass, tallies last week's locked and funded loans by loan officer in both units and dollars, logs the figures in Google Sheets next to prior weeks, and posts the team a Slack production report ranking each loan officer's locked and funded volume for the week.

Deploy this workflow Browse all templates
Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Encompass tally locked and funded volume
2 Google Sheets log the weekly figures
3 Slack post the production report
In short

How do I get a weekly loan officer production report?

Every Monday, WebRun opens Encompass and tallies last week's locked and funded loans by loan officer in units and dollars. It logs the figures in Google Sheets next to prior weeks and posts the team a Slack report ranking each loan officer's locked and funded volume, so the week starts with a clear, fair view of production.

  • Every Monday opens with last week's production by loan officer
  • Locked and funded volume is tracked next to prior weeks
  • No manual pulling of pipeline numbers for the standup

Built for branch managers · sales managers · loan officers · lenders

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 www.encompassloconnect.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Encompass - tally locked and funded volume
    icemortgagetechnology.com
    WebRun in Encompass: tally locked and funded volume
    WebRun tallies last week's locked and funded loans by loan officer in Encompass.
    • Open Encompass and filter the Pipeline to loans locked or funded in the prior week
    • Tally units and dollar volume by loan officer for both locked and funded
    • Capture each loan officer's totals along with the firm-wide total

    Done when Last week's locked and funded volume has been tallied by loan officer.

  3. 2
    Google Sheets - log the weekly figures
    google.com
    WebRun in Google Sheets: log the weekly figures
    WebRun logs each loan officer's weekly locked and funded volume.
    • Open the production tracker and add a dated row per loan officer for the week
    • Record units and dollars locked and funded next to prior weeks
    • Update the running totals so trends across weeks are easy to read

    Done when Each loan officer's weekly production is logged next to prior weeks.

  4. 3
    Slack - post the production report
    slack.com
    WebRun in Slack: post the production report
    WebRun posts the weekly loan officer production report to Slack.
    • Post the team a clean production report ranking loan officers by funded volume
    • Show units and dollars locked and funded for each, plus the firm total
    • Keep it to a glanceable summary the team can read at the Monday standup

    Done when The team has last week's production report in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.encompassloconnect.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Production report · Slack
OutputWhat each run produces - A Slack production report ranking each loan officer's locked and funded volume, plus a Google Sheets log of the weekly figures next to prior weeks.
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

Does it change anything in Encompass?

No. WebRun only reads the pipeline to tally the numbers. It counts loans locked and funded by loan officer, but it never edits a loan, moves a milestone, or messages anyone. The report is read-only.

What is in the report?

Each loan officer's units and dollar volume locked and funded for the prior week, ranked by funded volume, with the firm-wide total. Tell WebRun which metrics matter and it orders the report so the headline number leads.

Can it cover a different period or team?

Yes. WebRun can report weekly, monthly, or by branch and team. The Google Sheets log keeps every period next to the last so you can track each loan officer's trend over time, not just one week.

Keep going

Related templates

Automated Encompass Appraisal Tracking
Each morning, WebRun opens Encompass, checks every loan with an appraisal ordered, flags the ones overdue or still unscheduled, logs each appraisal's status in Google Sheets, and posts the loan officer a Slack list of the orders that are running late.
Encompass›Google Sheets›Slack
Automated Encompass Closing Countdown
Each morning, WebRun opens Encompass, finds the loans closing in the next few days, checks each one against your closing checklist, drafts a status note to the borrower in Gmail for the loan officer to review, and posts the team a Slack countdown of what is still open on each file.
Encompass›Gmail›Slack
Automated Encompass Condition Chasing
Each morning, WebRun opens Encompass, pulls the loans with underwriting conditions still outstanding, drafts a clear request to each borrower for the missing item, leaves it unsent in Gmail for the loan officer to review, and posts a Slack list of who is holding up which file.
Encompass›Gmail›Slack

Put this on autopilot.

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

Deploy this workflow Talk to us