Créditos de consumo

Créditos de consumo: plantillas de automatización

13 flujos de trabajo listos para usar en Créditos de consumo. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: LoanPro, Google Sheets y Slack.

Créditos de consumo
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Automated LoanPro Payoff Quote Drafting
When a borrower requests a payoff quote, WebRun opens LoanPro, calculates the payoff amount including accrued interest and fees as of the requested date, and drafts a formal payoff letter in Gmail so your team can review, sign, and send it within hours.
LoanPro›Gmail›Google Sheets
Automated LoanPro Payment Reconciliation
Every night, WebRun compares payments posted in LoanPro against your bank settlement data in Google Sheets, flags any mismatches, and sends your finance team a reconciliation digest so exceptions are resolved before the next business day.
LoanPro›Google Sheets›Gmail
Automated LoanPro Overdue Payment Chasing
Every morning, WebRun opens LoanPro, finds accounts with payments past due, and drafts a polite SMS or email reminder for each borrower so your team can approve and send before accounts roll to the next delinquency bucket.
LoanPro›Twilio›Slack
Automated LoanPro New Borrower Onboarding Kickoff
When a new loan funds in LoanPro, WebRun automatically creates the borrower's account profile, drafts a welcome email with payment setup instructions, schedules the first payment date in Google Calendar, and alerts your servicing team so onboarding starts on day one.
LoanPro›Gmail›Google Calendar
Automated LoanPro Maturity Rollover Reminders
Every Monday, WebRun opens LoanPro, finds all loans maturing within the next 60 days, identifies which borrowers are candidates for renewal, and drafts outreach for your loan officers so no maturity date is missed and every relationship has a next step.
LoanPro›Google Sheets›Twilio
Automated LoanPro Hardship Request Case Management
When a hardship request arrives, WebRun pulls the borrower's loan details from LoanPro, checks their payment history and current balance, and builds a structured case summary for your loan modification team so they can make a timely, informed decision.
LoanPro›Google Sheets›Slack
Automated LoanPro Portfolio Exception Detection
Every night, WebRun scans your LoanPro portfolio for unusual patterns such as duplicate payments, unexpected balance changes, misapplied transactions, and fee anomalies, and posts a flagged exception report to your operations team in Slack.
LoanPro›Slack›QuickBooks
Automated LoanPro Document Collection Chasing
Every morning, WebRun checks LoanPro for loans with missing required documents, and drafts a polite follow-up email to each borrower so your team can approve and send the request before applications stall.
LoanPro›DocuSign›Gmail
Automated LoanPro Delinquency Bucket Worklist
Every morning, WebRun opens LoanPro, sorts all delinquent accounts by bucket (1-29, 30-59, 60-89, 90-plus days past due), and delivers a prioritized worklist to your collections team so they work the highest-risk accounts first.
LoanPro›Google Sheets›Telegram
Automated LoanPro Compliance Deadline Tracking
Every Monday, WebRun reviews your loan portfolio in LoanPro for upcoming regulatory and contractual compliance deadlines, logs each one to a tracker, and alerts your compliance team to deadlines due in the next 14 days so nothing is missed.
LoanPro›Google Sheets›Gmail
Automated LoanPro AutoPay Failure Alerts
Every hour, WebRun checks LoanPro for failed AutoPay transactions, drafts a borrower notification for each failure, and alerts your servicing team so failed payments are resolved before accounts fall behind.
LoanPro›Twilio›Slack
Automated LoanPro Loan Approval Routing
When a loan application reaches approval stage in LoanPro, WebRun reads the loan amount, credit tier, and product type, determines the correct approval authority based on your routing rules, and drafts an approval notification for the assigned reviewer so decisions happen without manual triage.
LoanPro›Slack›Google Sheets
Automated LoanPro Application Pipeline Digest
Every morning, WebRun opens LoanPro, pulls all in-flight loan applications, groups them by stage, flags any applications stalled without activity for more than two days, and posts a pipeline status digest to your originations team in Slack.
LoanPro›Slack›Google Sheets

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