Remind borrowers to submit financial statements before they go overdue
Every Monday, WebRun opens nCino and finds every loan with a financial statement covenant or condition due in the next 45 days, logs the details in Airtable for tracking, and drafts a professional reminder email to each borrower for the loan officer to review and approve before sending.
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How do I automatically remind borrowers to submit financial statements in nCino?
WebRun opens nCino every Monday and finds every loan with a financial statement requirement due within 45 days. It logs each item in Airtable for tracking, then drafts a specific reminder email in Gmail for every borrower. Loan officers review and approve each draft before any message reaches a borrower, keeping the process compliant and personal.
- No financial statement deadline slips past 45 days without a drafted reminder
- Loan officers spend minutes approving emails instead of drafting from scratch
- The Airtable tracker gives the team a live view of all outstanding statement requests
Built for commercial loan officers · credit analysts · community banks · portfolio managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.ncino.comin a real browser with your saved login - no setup, no API keys. -
1
nCino - find loans with financial statements due soon
ncino.com How to Automate nCino
WebRun opens nCino to find loans with financial statements due soon. - Open nCino and navigate to the portfolio or covenant conditions view
- Filter for financial statement requirements due within the next 45 days
- Capture the borrower name, loan number, statement type (annual, interim, tax returns), and due date for each
Done when Every loan with a financial statement due within 45 days is identified with its requirements.
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2
Airtable - log and track each statement due date
airtable.com How to Automate Airtable
WebRun opens Airtable to log and track each statement due date. - Open the financial statement tracking base in Airtable
- Add or update a row for each upcoming statement with the borrower, type, due date, and assigned officer
- Mark any statement received since last Monday as complete
Done when The Airtable tracker reflects all outstanding and newly due financial statement requests.
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3
Gmail - draft borrower reminder emails for officer review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft borrower reminder emails for officer review. - Draft a reminder email for each borrower specifying exactly which financial statements are needed and the due date
- Leave every draft unsent for the assigned loan officer to review, personalize, and approve
- Do not send any email directly to borrowers
Done when A Gmail draft exists for each borrower with upcoming financial statement requirements, ready for officer approval.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will reminders go to borrowers automatically?
No. Every reminder email is drafted in Gmail and held for the assigned loan officer to review and approve. No message is sent to a borrower without a human sign-off.
What types of financial statements does it track?
It reads any financial statement condition in nCino, including annual business financials, interim statements, personal financial statements, and tax return requirements, depending on how your institution has configured covenant conditions.
What happens when a borrower submits the statement?
Once you mark the Airtable row as received, the borrower is removed from the next week's draft queue automatically so they do not receive duplicate reminders.
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