Automated Powersports Finance Document Collection
Every morning, WebRun opens Lightspeed DMS, identifies deals awaiting a required finance document such as a driver's license, proof of insurance, or income verification, drafts a polite document request for each customer, and alerts your F and I manager in Slack to review before any message is sent.
How do I automatically collect missing finance documents from powersports customers?
WebRun opens Lightspeed DMS each morning and finds deals stalled by missing finance documents such as a driver's license, proof of insurance, or income verification. It drafts a polite collection request per customer in Gmail and posts a Slack deal summary for your F and I manager to review before any message is sent.
- Stalled deals are identified and chased daily before lender deadlines
- Customers receive a clear list of exactly which documents are still needed
- Deals with all documents in place are automatically skipped each run
Built for powersports F and I managers · dealership finance departments · motorcycle dealers · ATV dealers · marine dealers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.lightspeeddms.comin a real browser with your saved login - no setup, no API keys. -
1
Lightspeed DMS - find deals with missing finance documents
lightspeeddms.com
WebRun opens Lightspeed DMS to find deals with missing finance documents. - Open Lightspeed DMS and filter the deal pipeline for deals in a pending or awaiting-document status
- For each deal, identify which required documents are missing: driver's license, proof of insurance, income verification, or other lender requirements
- Capture the customer name, contact email, deal number, and the list of missing items
Done when Every deal with at least one missing required finance document is listed with the specific items needed.
-
2
Gmail - draft document collection request
gmail.com
WebRun opens Gmail to draft document collection request. - Draft a polite, clear email for each customer listing the exact documents still needed to complete their financing
- Include your secure document submission method or a note to bring the items to the store
- Save each draft in Gmail for the F and I manager to review before sending
Done when A document collection request draft is queued in Gmail for every deal with missing items.
-
3
Slack - alert F and I manager to review
slack.com
WebRun opens Slack to alert F and I manager to review. - Post a Slack summary to the F and I manager listing each deal awaiting documents, the customer name, and the specific items missing
- Flag any deals that have been pending for more than five days for priority review
Done when The F and I manager has a Slack summary of all pending deals with missing document details and draft links.
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 send document requests to customers without manager approval?
No. Every document request is saved as a Gmail draft for your F and I manager to review and send. Nothing goes to the customer until a human approves it.
How does it know which documents are missing?
It reads the deal's document checklist status in Lightspeed DMS, so only the specific items that are genuinely outstanding are listed in each customer's request.
What if the customer already submitted the document?
WebRun reads the current deal status in Lightspeed DMS each run, so deals updated to fully-documented since the last run are automatically skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.