Automated Xactware Carrier SLA Watchlist
WebRun monitors XactAnalysis daily, identifies claims approaching carrier SLA deadlines, and posts a prioritized at-risk watchlist to Telegram so your team can intervene before a breach.
Automated Xactware Claim Assignment Routing
When new claims arrive in XactAnalysis, WebRun reads the loss type, location, and complexity, matches each claim to the best-fit available adjuster, and posts the routing recommendation to your supervisor in Slack.
Automated Xactware Adjuster Workload Digest
Every morning, WebRun reads each adjuster's open-file count and stage breakdown from XactAnalysis and posts a team workload digest to Slack so supervisors can rebalance assignments before overloads develop.
Automated RMD Deadline Reminders
WebRun opens Orion each morning, reads the RMD dashboard for clients with a required minimum distribution still outstanding this year, drafts a reminder to each one in Gmail for your review, and posts the team a Slack list of who is approaching the deadline.
Automated Floify Stalled Loan Follow-Up
Each week, WebRun opens Floify, finds the applications that have stalled with no borrower activity for days, drafts a warm nudge to each borrower in Gmail, leaves it unsent for the loan officer to review, and pings the loan officer on Telegram with the list of files going cold.
Automated Client Review Scheduling
WebRun checks Redtail each morning for clients overdue for their periodic review meeting, drafts a scheduling email to each one in Gmail for your review, and posts the team a Slack list of who still needs a review on the calendar.
Automated Mortgage Refi Candidate Flags
Each week, WebRun opens Encompass, reviews your funded past clients, flags the ones whose rate now sits well above the market, logs each refi candidate in Google Sheets, and posts the loan officer a Slack shortlist of who is worth a call. It flags only, it never contacts a client.
Automated Advisory Fee Reconciliation
WebRun reads the quarterly advisory fees billed in Orion, recalculates what each account should owe from its AUM and fee schedule in Google Sheets, flags any account that does not match, and sends you a Telegram summary of the exceptions.
Automated Encompass Referral Thank-Yous
Each morning, WebRun opens Encompass, finds the loans that funded the day before, drafts a warm thank-you to the referring realtor or partner in Gmail, leaves it unsent for the loan officer to review, and pings the loan officer on Telegram with the partners to thank.
Automated Prospect Follow-Up Cadence
WebRun checks the Wealthbox pipeline each morning for prospects overdue for their next touch, drafts a tailored follow-up email to each one in Gmail for your review, and posts the team a Slack list of who is due a nudge today.
Automated Encompass Rate Lock Alerts
Each morning, WebRun opens Encompass, finds the loans whose rate lock expires in the next few days, posts the loan officer a Slack alert ranked by how soon each one expires, and logs every expiring lock in Google Sheets so none slips past its date.
Automated Portfolio Drift Flags
WebRun reads Orion each morning for portfolios that have drifted past their target allocation bands, posts the advisor a Slack shortlist of accounts to review, and logs each drifted account in Google Sheets. It flags only, it never trades.
Automated Floify Pipeline Digest
Each morning, WebRun opens Floify, groups every active loan by its milestone stage, logs the day's counts in Google Sheets, and posts the team a Slack digest showing how many files sit at each stage and which ones are nearing their deadline.
Automated New Client Onboarding
When a new advisory client is added in Redtail, WebRun starts the onboarding workflow and tasks, drafts a warm welcome email and paperwork checklist in Gmail for your review, and posts the team a Slack summary of what is open.
Automated Floify Milestone Borrower Updates
Each morning, WebRun opens Floify, finds the loans that moved to a new milestone since yesterday, drafts a clear update to each borrower in Gmail explaining what happened and what comes next, leaves it unsent for the loan officer to review, and posts the team a Slack list of who got an update.
Automated Client Meeting Prep Packs
WebRun reads Orion each morning for clients you are meeting that day, pulls a portfolio summary and open action items, assembles a tidy prep pack in Google Sheets, and posts the advisor a Slack heads-up that each pack is ready.
Automated Encompass LO Production Report
Every Monday, WebRun opens Encompass, tallies last week's locked and funded volume by loan officer, logs the figures in Google Sheets next to prior weeks, and posts the team a Slack report showing each loan officer's units and dollars locked and funded.
Automated Meeting Notes Compliance Chaser
WebRun reviews Wealthbox each day for client meetings that have no notes logged yet, posts each advisor a Slack nudge to write them up, and logs every gap in a Google Sheets compliance tracker.
Automated Floify Document Refresh
Each week, WebRun opens Floify, finds the borrower documents about to age out, such as paystubs and bank statements, drafts a friendly request for a fresh copy in Gmail, leaves it unsent for the loan officer to review, and posts a Slack list of which files need a refresh.
Automated KYC Document Gap Flags
WebRun reviews RightCapital each week for clients missing a current KYC document or risk-tolerance questionnaire, drafts a request email in Gmail for your review, and posts the team a Slack list of the document gaps to close.
Automated Encompass Disclosure Deadline Flags
Through the day, WebRun opens Encompass, finds new and changed loans whose initial disclosures are not yet sent, flags the ones approaching the deadline for compliance to action, logs each at-risk loan in Google Sheets, and posts a Slack alert. It flags only, it never sends a disclosure.
Automated Idle Cash Alerts
WebRun reads Addepar each morning for accounts holding more cash than your target, sends the advisor a Telegram shortlist of accounts to review, and logs each one in Google Sheets. It flags for review only and never moves money.
Automated Encompass Condition Chasing
Each morning, WebRun opens Encompass, pulls the loans with underwriting conditions still outstanding, drafts a clear request to each borrower for the missing item, leaves it unsent in Gmail for the loan officer to review, and posts a Slack list of who is holding up which file.
Automated Held-Away Account Refresh
WebRun checks eMoney each morning for held-away and aggregated accounts whose feed has gone stale or broken, drafts a client reconnect email in Gmail for your review, and sends you a Telegram list of the connections that need attention.