Chase overdue loan payments so your team can focus on members
Every morning, WebRun opens MeridianLink, pulls every loan payment that is past due, drafts a polite reminder email for each member in Gmail, and posts the collections team a ranked Slack worklist sorted by days overdue and balance.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can a credit union automatically chase overdue loan payments each day?
WebRun opens MeridianLink every morning, identifies every loan payment past due, and drafts a polite reminder email in Gmail for each member, leaving every draft for staff review before sending. It then posts the collections team a Slack worklist ranked by days overdue, so no overdue account is missed.
- Every overdue account gets a polite reminder drafted within hours, not days
- Collections staff open Slack to a ranked worklist every morning
- No reminder goes to a member without staff review and approval
Built for credit union collections teams · credit union loan officers · member services staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.meridianlink.comin a real browser with your saved login - no setup, no API keys. -
1
MeridianLink - pull overdue loan payments
meridianlink.com How to Automate MeridianLink
WebRun opens MeridianLink to pull overdue loan payments. - Open MeridianLink and navigate to the loan servicing queue
- Filter loans to payments that are 1 or more days past due
- Capture member name, loan number, amount due, and days overdue for each
- Skip any account already in a formal collections workflow
Done when Every overdue payment is listed with member details, amount, and days past due.
-
2
Gmail - draft member reminder emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft member reminder emails. - Compose a polite, on-brand reminder email for each member
- Include the loan number, amount past due, and a link to the member payment portal
- Save every email as a draft in Gmail for a staff member to review and send
- Do not send any email without human approval
Done when A reviewed draft email exists in Gmail for every overdue member.
-
3
Slack - post ranked collections worklist
slack.com How to Automate Slack
WebRun opens Slack to post ranked collections worklist. - Post a ranked worklist to the collections Slack channel
- Sort by days overdue descending, then by balance
- Include each member's name, loan number, and amount due
Done when The collections team has today's prioritized worklist in Slack.
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 it send reminder emails to members without staff approval?
No. WebRun saves every reminder as a Gmail draft. A staff member reviews and sends each one. No email reaches a member until a human approves it.
How does it decide which accounts to include?
It reads the live MeridianLink servicing queue each morning and includes every payment that is 1 or more days past due, skipping accounts already in a formal collections workflow.
What if a member paid overnight?
WebRun reads live data from MeridianLink on each run, so anyone who made a payment since the last run is automatically excluded from the worklist.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.