Draft accurate payoff letters the moment borrowers ask
When a payoff request comes in, WebRun opens LoanPro to pull the outstanding principal, per diem interest, and any fees, calculates the exact payoff amount through a good-through date, prepares the formal payoff statement in DocuSign, and drafts a cover email in Gmail so staff can review, sign off, and send it within the hour.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically generate an accurate loan payoff quote for a borrower?
When a payoff request arrives, WebRun opens LoanPro to pull the outstanding principal, daily interest rate, and any fees, then calculates the exact payoff amount through a good-through date. It prepares the formal statement in DocuSign and drafts the cover email in Gmail, both left unsent for staff to review, sign off, and send to the borrower.
- Payoff statements are calculated and drafted within the hour of a request
- Staff review and sign off on every figure before it reaches a borrower
- Good-through dates keep stale quotes from being reused by mistake
Built for loan servicers · consumer lenders · mortgage servicers · credit unions
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
loanpro.ioin a real browser with your saved login - no setup, no API keys. -
1
LoanPro - calculate the exact payoff amount
loanpro.io How to Automate LoanPro
WebRun opens LoanPro to calculate the exact payoff amount. - Open LoanPro and locate the loan from the borrower's request
- Read the outstanding principal, daily interest accrual rate, and any outstanding fees
- Calculate the total payoff amount through a good-through date, typically 10 to 15 days out
Done when The payoff amount, per diem rate, and good-through date are calculated from LoanPro.
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2
DocuSign - prepare the formal payoff statement
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare the formal payoff statement. - Prepare a formal payoff statement document with the amount, per diem rate, and good-through date
- Fill in the borrower, loan ID, and payment instructions
- Save it as a draft envelope. Do not send it for signature yet
Done when A formal payoff statement is ready in DocuSign as an unsent draft.
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3
Gmail - draft the cover email for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the cover email for review. - Draft a short cover email to the borrower explaining the attached payoff statement
- Attach or link the DocuSign payoff statement
- Leave the email as a Gmail draft for staff to review and send. Do not send it automatically
Done when A cover email with the payoff statement is ready in Gmail for staff review before sending.
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 the payoff statement go to the borrower without review?
No. The DocuSign statement and the Gmail cover email are both left as drafts. A staff member checks the figures and hits send, so nothing reaches the borrower automatically.
How accurate is the payoff calculation?
It pulls the live outstanding principal, daily interest rate, and fees straight from LoanPro and applies per diem accrual through the good-through date, producing the same figure a loan officer would calculate by hand.
What happens after the good-through date passes?
The quote expires. If the borrower has not paid off by then, a new request runs the workflow again to produce a fresh calculation and a new good-through date.
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