Automated EverLogic Financing Document Reminders
Every morning, WebRun opens Sales & Finance in EverLogic, checks each deal pending funding for missing stipulations, checks DocuSign for any unsigned financing document, posts the pending list to F&I in Slack, and drafts a text in Twilio for each customer listing what's still needed for the F&I manager to send.
How do I chase missing financing paperwork before it delays a deal?
Every morning, WebRun checks EverLogic for deals pending funding, reads which stipulations are still missing, and checks DocuSign for any unsigned financing document. It posts the pending list to your F&I team in Slack and drafts a missing document text per customer in Twilio, held for the F&I manager to review and send.
- Missing stipulations are caught the morning a deal stalls, not at funding
- DocuSign status confirms a document is truly missing before a text goes out
- Every customer reminder is reviewed before it sends
Built for F&I managers · trailer dealership finance offices · deal desk managers
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
apps.everlogic.comin a real browser with your saved login - no setup, no API keys. -
1
EverLogic - find deals pending on paperwork
everlogic.com
WebRun opens EverLogic to find deals pending on paperwork. - Open Sales & Finance in EverLogic and filter deals to pending funding
- Check each deal's stipulation list for missing items: proof of insurance, income verification, trade title, or references
- Note the customer, deal number, and exactly which items are outstanding
Done when Every deal pending funding is listed with its missing stipulations.
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2
DocuSign - check which documents are still unsigned
docusign.com
WebRun opens DocuSign to check which documents are still unsigned. - Check the e-sign envelope status for each pending deal's credit application and disclosures
- Note any envelope still sitting unsigned or unopened by the customer
Done when The e-sign status is confirmed for every pending deal's financing documents.
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3
Slack - post the pending docs list to F&I
slack.com
WebRun opens Slack to post the pending docs list to F&I. - Post the pending funding list to the F&I channel
- List each deal, customer, and exactly what's missing
- Flag deals pending longer than 3 business days as urgent
Done when F&I has this morning's pending paperwork list in Slack.
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4
Twilio - draft a missing document text
twilio.com
WebRun opens Twilio to draft a missing document text. - Draft a short text to each customer listing exactly what is still missing
- Reference the deal and the unit so the customer knows which purchase it's about
- Leave every text unsent for the F&I manager to review and send. Do not text the customer automatically
Done when A missing document text is drafted for every deal with an outstanding item, waiting on the F&I manager.
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 text customers about missing paperwork automatically?
No. Every reminder text is drafted in Twilio and held for your F&I manager to review and send. WebRun never contacts a customer about their deal on its own.
Does it check e-signature status too?
Yes. It checks DocuSign for each pending deal's credit application and disclosures, so a text only goes out for documents that are genuinely still missing, not ones sitting signed and unprocessed.
How long does a deal stay on the list?
Until every required stipulation is logged in EverLogic and every DocuSign envelope shows signed, at which point it drops off the pending list automatically the next morning.
Related templates
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