Re-engage borrowers who have gone quiet
Every Monday, WebRun opens Floify, finds the applications with no borrower activity and documents still outstanding for several days, drafts a warm nudge to each borrower in Gmail, leaves every draft unsent for the loan officer to review, and pings the loan officer on Telegram with the list of files going cold.
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How do I re-engage borrower applications that have stalled?
Every Monday, WebRun opens Floify and finds the applications with no borrower activity for several days and documents still outstanding. It drafts a warm nudge to each borrower in Gmail, leaves every draft unsent for the loan officer, and pings the loan officer on Telegram with the files going cold, so stalled loans get re-engaged before they fall apart.
- Cold applications surface weekly before they fall apart
- Each borrower nudge is drafted and waiting, so you just review and send
- Active borrowers are skipped, so only truly stalled files get chased
Built for loan officers · mortgage brokers · loan processors · 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
app.floify.comin a real browser with your saved login - no setup, no API keys. -
1
Floify - find stalled applications
floify.com
WebRun sorts the Floify pipeline to find applications that have stalled. - Open Floify and sort the pipeline by last borrower activity
- Find applications with no borrower upload or login for several days and documents still in the needs list
- Capture the borrower, the loan, the missing documents, and days since last activity
Done when Every stalled application has been listed with its missing items and days quiet.
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2
Gmail - draft borrower nudges
gmail.com How to Automate Gmail
WebRun drafts a warm nudge for each stalled borrower and leaves it unsent. - Draft a warm, encouraging nudge to each borrower naming the next document needed
- Keep it short and supportive with a clear way to upload or ask for help
- Save every message as a draft and leave it unsent for the loan officer to review
Done when A re-engagement draft sits ready in Gmail for every stalled borrower.
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3
Telegram - ping the loan officer
telegram.org How to Automate Telegram
WebRun pings the loan officer with the list of stalled applications. - Send the loan officer a Telegram message listing the files going cold
- Sort by days quiet so the most stalled applications stand out
- Note that re-engagement drafts are waiting in Gmail for review
Done when The loan officer has this week's stalled-application 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 message borrowers without me?
No. WebRun only drafts each re-engagement nudge 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 decide an application has stalled?
It reads each loan's last borrower activity in Floify and flags applications with no upload or login for several days that still have documents outstanding. Tell WebRun your quiet-days threshold and it uses that line.
Will it nudge someone who just uploaded a document?
No. WebRun checks live activity in Floify each run and skips any borrower who has logged in or uploaded recently, so an active applicant never gets a stalled-file nudge by mistake.
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