Automated Encompass Rate Lock Alerts
Every morning, WebRun opens Encompass, reads the lock expiration date on each active loan, finds the rate locks expiring in the next few days, posts the loan officer a Slack alert ranked by how soon each expires, and logs every expiring lock in Google Sheets with its loan, borrower, and milestone.
How do I get alerted before a mortgage rate lock expires?
Every morning, WebRun opens Encompass and reads the lock expiration date on each active loan, flagging the rate locks expiring inside your warning window. It posts the loan officer a Slack alert ranked by days remaining and logs every expiring lock in Google Sheets, so no lock slips past its date without a person deciding what to do.
- Expiring locks surface each morning with days remaining
- No rate lock lapses unnoticed before the loan is ready
- Every expiring lock is logged with a dated record to track
Built for loan officers · mortgage brokers · lock desk teams · 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 expiring rate locks
icemortgagetechnology.com
WebRun reads the Encompass Pipeline for locks about to expire. - Open Encompass and view the Pipeline column for lock status and lock expiration date
- Flag every active loan whose rate lock expires within your warning window
- Capture the borrower, loan number, lock expiration date, current milestone, and rate
Done when Every loan with a lock expiring inside the window has been listed with its expiration date.
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2
Slack - alert the loan officer
slack.com
WebRun posts a ranked alert of rate locks about to expire. - Post the loan officer a Slack alert of locks expiring soon, ranked by days remaining
- Lead with the loan and the expiration date so the most urgent jump out
- Flag any loan not yet at Doc Preparation so it gets attention before the lock lapses
Done when The loan officer has today's expiring-lock alert in Slack.
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3
Google Sheets - log each expiring lock
google.com
WebRun logs each expiring lock with its date and milestone. - Open the lock tracker and add a dated row per expiring loan
- Record the borrower, loan number, lock expiration date, milestone, and rate
- Sort so the soonest expirations sit at the top for the day
Done when Every expiring lock is logged with a dated row in the sheet.
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 extend or re-lock a rate on its own?
No. WebRun only alerts the loan officer and logs the dates. It reads lock expirations in Encompass and surfaces what is about to lapse. Every lock extension or relock decision stays with a person inside your own pricing workflow.
How far ahead does it warn me?
As far ahead as you set. Tell WebRun your warning window, for example seven days before expiration, and it flags only locks inside that window each morning, so you act with time to spare rather than on the deadline.
How does it know a lock is expiring?
It reads the lock expiration date on each active loan in the Encompass Pipeline every morning and lists any inside your warning window, ranked by how soon they expire so the most urgent stand out.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.