Administración de préstamos

Administración de préstamos: plantillas de automatización

12 flujos de trabajo listos para usar en Administración de préstamos. 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 Gmail.

Administración de préstamos
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Salud y medicina
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Automated LoanPro Payment Reminders
Every morning, WebRun opens LoanPro, finds loans with a payment due in the next three days, drafts a short SMS reminder for each borrower, and queues them in a Google Sheet so staff can approve the batch before Twilio sends anything.
LoanPro›Twilio›Google Sheets
Automated LoanPro Payoff Letter Drafting
When a borrower requests a payoff quote, WebRun opens LoanPro, calculates the exact payoff amount through the good-through date, prepares a formal payoff statement in DocuSign, and drafts the cover email in Gmail for staff to review and send.
LoanPro›DocuSign›Gmail
Automated LoanPro New Loan Boarding
When a new loan is boarded, WebRun opens LoanPro to verify every required field is filled in, checks DocuSign for the signed loan documents on file, and builds a boarding checklist in Google Sheets so nothing is missed before the first statement goes out.
LoanPro›DocuSign›Google Sheets
Automated LoanPro Monthly Statement Drafts
Every morning, WebRun opens LoanPro to find loans hitting their statement date, compiles each borrower's balance, payment history, and amount due, drafts the statement email in Gmail for review, and pings your servicing team on Telegram once a batch is ready.
LoanPro›Gmail›Telegram
Automated LoanPro Maturity Reminders
Every Monday, WebRun opens LoanPro, finds loans maturing in the next 60 days, logs each one to a Google Sheet with days remaining, and drafts a maturity notice in Gmail for staff to review and send to the borrower.
LoanPro›Google Sheets›Gmail
Automated LoanPro Late Fee Flags
Every night, WebRun opens LoanPro to find payments that missed the grace period, calculates the fee each loan's terms allow, and logs it to a Google Sheet for a servicing agent to confirm before it is assessed in LoanPro or posted in QuickBooks.
LoanPro›Google Sheets›QuickBooks
Automated LoanPro Hardship Follow-Ups
Every Monday, WebRun opens LoanPro to check every active hardship or forbearance plan against its modified terms, drafts a check-in email in Gmail for any borrower falling behind, and posts an at-risk list to your loss mitigation team in Slack.
LoanPro›Gmail›Slack
Automated LoanPro Autopay Retry Alerts
Every morning, WebRun opens LoanPro to find autopay payments that failed overnight, checks the decline reason in Stripe, and posts a same-day retry list to your collections team in Slack.
LoanPro›Stripe›Slack
Automated LoanPro Escrow Shortage Alerts
Every morning, WebRun opens LoanPro to find loans whose escrow analysis just completed with a shortage, checks the disbursement history in QuickBooks, and drafts a shortage notice in Gmail explaining the new payment and repayment options, held for staff to review and send.
LoanPro›QuickBooks›Gmail
Automated LoanPro Delinquency Escalation
Every morning, WebRun opens LoanPro, sorts every delinquent loan into its aging bucket, builds a worklist in Google Sheets, and posts each collector their assigned accounts in Slack so nothing sits untouched.
LoanPro›Google Sheets›Slack
Automated LoanPro Payment Reconciliation
Every night, WebRun pulls the day's posted payments from LoanPro, the settled transactions from Stripe, and the recorded cash receipts in QuickBooks, matches all three, and posts a mismatch report to Slack so nothing goes unnoticed until month end.
LoanPro›Stripe›QuickBooks›+1
Automated LoanPro Borrower Info Updates
When a borrower asks to update their contact or payment info, WebRun opens LoanPro to pull the current record, logs the requested change to a Google Sheet next to the current values, and pings staff on Telegram to verify and approve it before anything is changed.
LoanPro›Google Sheets›Telegram

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