Auto lending

Auto lending automation templates

13 ready-made workflows for Auto lending. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: RouteOne, Google Sheets and Slack.

Auto lending
All categories
Automated Auto Lending Overdue Payment Chaser
Every morning, WebRun identifies borrowers who are 3 to 29 days past due in your portfolio, drafts a personalized payment reminder message for each via Twilio SMS for your servicing team to review and approve, and logs the outreach to a Google Sheet.
RouteOneTwilioGoogle Sheets
Automated Auto Loan Maturity Rollover Reminder
WebRun reviews the active loan portfolio each week for contracts approaching maturity, flags them by days remaining, logs them to a Google Sheet, and drafts a maturity reminder notice for each borrower for your servicing team to review and send via DocuSign.
RouteOneGoogle SheetsDocuSign
Automated RouteOne Funding Stipulation Chaser
WebRun reviews open contracts in RouteOne each morning, identifies deals with unresolved stipulations, and drafts a chaser email to the dealer for each one so your funding team never has to hunt manually.
RouteOneGmailGoogle Sheets
Automated RouteOne Portfolio Exception and Anomaly Flags
WebRun scans your indirect lending portfolio in RouteOne each morning for anomalies such as duplicate applications, unusual deal structures, and funding amounts that fall outside normal ranges, and posts a flagged exception list to your risk team's Slack channel for immediate review.
RouteOneSlackGoogle Sheets
Automated Auto Lending Document Collection Chaser
WebRun reviews open deals in RouteOne each morning for missing required documents such as proof of income, insurance, or residency, and drafts a document request message per deal for your team to review and send to the borrower or dealer.
RouteOneDocuSignGmail
Automated Auto Lending Delinquency Bucket Worklist
WebRun pulls delinquent accounts from your portfolio each morning, sorts them into 30-, 60-, and 90-plus-day buckets, and posts each collector a prioritized worklist in Slack so the team starts the day focused on the right accounts.
RouteOneSlackQuickBooks
Automated RouteOne Dealer Onboarding Kickoff
When a new dealer is approved in RouteOne, WebRun collects their profile details, creates their onboarding checklist in Google Sheets, and drafts a welcome email with setup instructions for your relationship manager to review and send.
RouteOneGoogle SheetsGmail
Automated Auto Lending Deal Data Entry From Email
WebRun reads incoming dealer emails in Gmail containing deal submissions or buyer information, extracts the structured data fields, and populates a Google Sheet staging log so your processor can verify and push the record to RouteOne with a single review.
GmailGoogle SheetsRouteOne
Automated Auto Lending Dealer Covenant Tracker
WebRun checks your dealer covenant and condition schedule each week, compares current dealer performance metrics against required thresholds, flags any dealer approaching or in breach of a covenant condition, and posts a risk alert to your credit team's Slack channel.
RouteOneGoogle SheetsSlack
Automated RouteOne Contract-in-Transit Tracking
WebRun checks RouteOne daily for contracts that have left the dealership but not yet arrived, flags any that exceed your transit window, and posts a Slack alert so your team can follow up immediately.
RouteOneSlackGoogle Sheets
Automated Auto Lending Compliance Deadline Tracker
WebRun reviews your lending compliance calendar each week, identifies upcoming regulatory and state-mandated deadlines such as adverse action notices, HMDA filing windows, and license renewals, and posts a prioritized alert to your compliance team's Slack channel.
RouteOneGoogle CalendarSlack
Automated RouteOne Credit Application Routing
WebRun reviews new credit applications submitted through RouteOne each morning, scores each by loan amount, LTV, and dealer tier, and drafts a routing summary with a recommended analyst assignment for your credit manager to confirm.
RouteOneGoogle SheetsTwilio
Automated RouteOne Application Status Digest
Every evening, WebRun checks the status of every open credit application in RouteOne for each dealer, compiles a per-dealer status digest, and posts a summary to your internal Slack channel so your dealer services team can field calls the next morning fully briefed.
RouteOneSlackGoogle Sheets

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