MeridianLink Automated Loan Statement Delivery Drafts
At the start of each month, WebRun opens MeridianLink, pulls loan statement data for the prior period, and drafts a personalized statement email for each member in Gmail, ready for your team to review and send.
MeridianLink Automated Member Rate-Change Notice Drafts
When your credit union updates a loan or deposit rate in MeridianLink, WebRun identifies every affected member account, drafts a compliant rate-change notice for each, and queues a Mailchimp batch for your compliance team to review and release.
MeridianLink Automatic Payment Reconciliation Digest
Every evening, WebRun pulls the day's loan payments from MeridianLink, checks them against your Google Sheet ledger, flags any mismatches, and emails your accounting team a reconciliation summary.
MeridianLink Automated Overdue Payment Chasing
Every morning, WebRun opens MeridianLink, finds loan payments past due, drafts a courteous reminder for each member, and posts your collections team a ranked worklist in Slack.
MeridianLink Automated Member Onboarding Kickoff
When a new member account is opened in MeridianLink, WebRun drafts a personalized welcome email, creates a Google Calendar onboarding task for the assigned representative, and posts a new-member alert to your team Slack channel.
MeridianLink Automated Daily Loan Pipeline Status Digest
Every morning, WebRun opens MeridianLink, reads the current status of every open loan application, summarizes the pipeline by stage, and posts a clean digest to your lending team Slack channel.
MeridianLink Automated Dormant Account Escheatment Alerts
Every week, WebRun reviews MeridianLink for accounts approaching your dormancy threshold, logs each to a Google Sheet, and sends your operations team a Telegram alert listing accounts that need a re-engagement attempt before they must be reported to the state.
MeridianLink Automated Loan Document Collection Chaser
Every morning, WebRun checks MeridianLink for loan applications with outstanding document requirements, drafts a follow-up email to each applicant, and posts your lending team a status list in Slack.
MeridianLink Automated Delinquency Risk Worklist
Every morning, WebRun reads MeridianLink for loans trending toward delinquency, scores each by risk level, and delivers your collections team a prioritized worklist via Telegram so they work the right accounts first.
Automated Loan Inquiry Data Entry From Email to MeridianLink
When a member loan inquiry email arrives in Gmail, WebRun reads the details, creates a pre-filled application record in MeridianLink, and pings the lending team in Slack so a loan officer can follow up without re-keying any data.
Credit Union Automated Compliance Deadline Tracking
Every Monday, WebRun reviews your compliance deadline Google Sheet, checks MeridianLink for any regulatory reporting dates tied to loan portfolio data, and posts your compliance officer a Slack digest of everything due in the next 30 days.
MeridianLink Automated CD Maturity Reminders
Every morning, WebRun checks MeridianLink for certificates of deposit maturing within 14 days, drafts a renewal-options notice for each member, and posts your retail team a maturity calendar in Google Sheets.
MeridianLink Automated Loan Approval Routing
When a loan application in MeridianLink reaches the approval stage, WebRun reads the loan details, drafts an approval routing notification for the correct officer, and posts the pending decision to your lending team Slack channel.