Thank referral partners after every closing
Every morning, WebRun opens Encompass, finds the loans that reached Funding the day before, reads the referral partner on each file, drafts a warm thank-you to the referring realtor or partner in Gmail, leaves every draft unsent for the loan officer, and pings the loan officer on Telegram with the partners to thank.
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- Cancel anytime
How do I thank referral partners after a loan closes automatically?
Every morning, WebRun opens Encompass and finds the loans that funded the day before, reading the referral partner on each file. It drafts a warm thank-you to the referring realtor or partner in Gmail, leaves every draft unsent for the loan officer, and pings the loan officer on Telegram with the partners to thank, so good referral relationships stay warm.
- Every funded deal triggers a partner thank-you the next morning
- Each note is drafted and waiting, so you just review and send
- Referral relationships stay warm without manual tracking
Built for loan officers · mortgage brokers · branch managers · 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 loans that just funded
icemortgagetechnology.com How to Automate Encompass
WebRun filters Encompass to loans that funded the day before. - Open Encompass and filter the Pipeline to loans that reached the Funding milestone yesterday
- Read the referral source or buyer's agent recorded on each funded file
- Capture the borrower, the property, and the referring partner's name for each
Done when Every loan funded yesterday has been matched to its referral partner.
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2
Gmail - draft partner thank-yous
gmail.com How to Automate Gmail
WebRun drafts a thank-you to each referring partner and leaves it unsent. - Draft a warm, personal thank-you to each referring realtor or partner naming the client and property
- Keep it genuine and on-brand, inviting the next referral without being pushy
- Save every message as a draft and leave it unsent for the loan officer to review
Done when A thank-you draft sits ready in Gmail for every partner who sent a closed deal.
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3
Telegram - ping the loan officer
telegram.org How to Automate Telegram
WebRun pings the loan officer with the referral partners to thank. - Send the loan officer a Telegram message listing the partners to thank today
- Note the client and property tied to each referral for quick context
- Note that thank-you drafts are waiting in Gmail for review
Done when The loan officer has today's partner thank-you list on Telegram.
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 partners without me?
No. WebRun only drafts each thank-you in Gmail and leaves it unsent. The loan officer reads every message and clicks send, so nothing reaches a referral partner without a person approving it first.
How does it find the referral partner?
It reads the referral source or buyer's agent recorded on each funded loan in Encompass. If a file has no partner listed, WebRun skips it rather than guessing, so only genuine referrals get a thank-you.
Can it sound like me, not a template?
Yes. Give WebRun a sample note or a few lines on your tone and it drafts each thank-you in your voice, naming the client and property so the partner sees it is personal, not a form letter.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.