Refresh borrower documents before they expire
Every Monday, WebRun opens Floify, checks the dated documents on each active loan, finds the paystubs, bank statements, and other items about to age out before closing, drafts a friendly request to each borrower for a fresh copy in Gmail, leaves every draft unsent for the loan officer, and posts a Slack list of which files need a refresh.
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How do I refresh borrower documents before they expire automatically?
Every Monday, WebRun opens Floify and checks each loan's dated documents, finding the paystubs and bank statements about to age out before closing. It drafts a friendly request to each borrower for a fresh copy in Gmail, leaves every draft unsent for the loan officer, and posts a Slack list of files needing a refresh.
- Aging documents surface weekly, not the day before closing
- Each refresh request is drafted and waiting for review
- Files close with current documents, avoiding last-minute scrambles
Built for loan officers · mortgage processors · mortgage brokers · lenders
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.floify.comin a real browser with your saved login - no setup, no API keys. -
1
Floify - find aging documents
floify.com
WebRun reviews each loan's documents in Floify for items about to age out. - Open Floify and review the dated documents in each active loan's checklist
- Find paystubs, bank statements, and other items that will age past their validity window before the expected closing
- Capture the borrower, the document, its date, and which loan it belongs to
Done when Every document about to age out has been listed with its borrower and date.
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2
Gmail - draft refresh requests
gmail.com How to Automate Gmail
WebRun drafts a document refresh request for each borrower and leaves it unsent. - Draft a friendly request to each borrower for an updated copy of the aging document
- Name the exact item and the period needed, with a clear way to upload it
- Save every message as a draft and leave it unsent for the loan officer to review
Done when A refresh-request draft sits ready in Gmail for every borrower with an aging document.
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3
Slack - report which files need a refresh
slack.com How to Automate Slack
WebRun posts the week's document-refresh list to Slack. - Post the team a short list of loans with documents about to age out
- Group by closing date so the most time-sensitive refreshes stand out
- Note that refresh-request drafts are waiting in Gmail for review
Done when The team has this week's document-refresh list 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 email borrowers without me?
No. WebRun only drafts each refresh request in Gmail and leaves it unsent. The loan officer reads every message and clicks send, so nothing reaches a borrower without a person approving it first.
How does it know a document is about to expire?
It reads the date on each item in Floify and compares it against your validity window and the expected closing date. Tell WebRun your rules, for example paystubs within 30 days of closing, and it flags only documents that will age out in time.
Will it ask for something the borrower just refreshed?
No. WebRun checks the live document dates in Floify each run and skips any item that has already been updated, so a borrower is never asked twice for the same fresh copy.
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