Automated Mortgage Refi Candidate Flags
Every Monday, WebRun opens Encompass, reviews your funded past clients and their note rates, flags the ones whose rate now sits well above current market pricing, logs each refi candidate in Google Sheets with their rate gap and balance, and posts the loan officer a Slack shortlist of who is worth a call. WebRun flags candidates only and never contacts a client.
How do I find past clients who are good refinance candidates?
Every Monday, WebRun opens Encompass and reviews your funded past clients, comparing each note rate against current market pricing. It flags clients whose rate sits well above market, logs each refi candidate in Google Sheets with their rate gap and balance, and posts the loan officer a Slack call shortlist. WebRun flags candidates only, never contacting a client.
- Refi candidates surface weekly as rates move
- Each flag shows the rate gap and balance to prioritise
- Nothing is ever sent to a client automatically, review only
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 above-market rates
icemortgagetechnology.com
WebRun reviews funded past clients in Encompass for above-market rates. - Open Encompass and pull funded past clients with their note rate, balance, and product
- Compare each client's rate against the current market rate you provide
- Flag clients whose rate sits above market by more than your threshold and capture the gap
Done when Every past client above the rate-gap threshold has been flagged as a refi candidate.
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2
Google Sheets - log each refi candidate
google.com
WebRun logs each refi candidate with their rate gap and balance. - Open the refi candidate log and add a dated row per flagged client
- Record the note rate, current market rate, the gap, and the loan balance
- Sort so the largest rate gaps sit at the top for the loan officer
Done when Every refi candidate is logged with its rate gap and balance in the sheet.
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3
Slack - share the call shortlist
slack.com
WebRun posts the loan officer a shortlist of refi candidates to call. - Post the loan officer a Slack shortlist of past clients worth a refinance call
- Lead with the rate gap and balance so the strongest candidates stand out
- State clearly that these are flagged for review. WebRun never contacts a client itself
Done when The loan officer has this week's refi call shortlist 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
Does it contact past clients on its own?
No. WebRun only flags candidates for the loan officer to review and call. It reads rates in Encompass and surfaces who sits above market. Every outreach decision and call stays with a person, so nothing is sent to a client automatically.
How does it decide who is a refi candidate?
It compares each past client's note rate in Encompass against the current market rate you supply and flags anyone above market by more than your threshold, then reports the rate gap and balance so the loan officer can prioritise.
Can I set the rate gap that counts?
Yes. Tell WebRun your threshold, for example flag clients more than three quarters of a point above market, and it lists only candidates that clear it, so the shortlist stays focused on clients who would genuinely benefit.
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