Stay on top of every lender payoff request
Every morning, WebRun opens Qualia, finds every order with an outstanding payoff request, measures how many days it has been waiting, and drafts a follow-up email to the lender for any request approaching the closing date or past the typical turnaround window. A Slack summary tells your team exactly which requests need attention.
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How do I automatically follow up on outstanding lender payoff requests?
WebRun opens Qualia every morning, finds every outstanding lender payoff request, and drafts a professional follow-up email for any request that is aging or tied to a near-term closing. Drafts wait in Gmail for team review before sending, and a Slack digest keeps the whole team informed.
- Aging payoff requests are flagged before they delay a closing
- Lender follow-ups are drafted and ready for one-click review, not written from scratch
- Fulfilled requests drop off the list automatically with no manual cleanup
Built for title companies · escrow officers · title processors · closing coordinators
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.qualia.comin a real browser with your saved login - no setup, no API keys. -
1
Qualia - find orders with outstanding payoff requests
qualia.com
WebRun opens Qualia to find orders with outstanding payoff requests. - Open Qualia and filter active orders to those with a payoff request sent but not yet received
- Record the order number, lender name, lender contact, days since request, and scheduled closing date for each
- Flag any request more than 3 business days old or where the closing is within 5 business days
Done when Every outstanding payoff request is listed with its age and urgency flag.
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2
Gmail - draft follow-up emails to lenders for aging requests
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails to lenders for aging requests. - Draft a polite follow-up email to the lender contact for each flagged request, referencing the loan number and closing date
- Keep the tone professional and note the closing timeline to convey urgency without being aggressive
- Leave all follow-ups as Gmail drafts for team review before sending
Done when One draft follow-up email per flagged payoff request is ready in Gmail drafts.
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3
Slack - post payoff request status digest
slack.com How to Automate Slack
WebRun opens Slack to post payoff request status digest. - Post a digest to the title ops Slack channel listing all outstanding payoff requests, sorted by days outstanding
- Highlight requests tied to closings within the next 5 business days
Done when The team has a prioritized payoff request status 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 send follow-ups to lenders without a team member reviewing them first?
No. Every follow-up email is left as a Gmail draft. A team member reviews and sends each one manually so nothing goes to a lender without approval.
How does it decide which requests to chase?
It flags any payoff request more than 3 business days old or tied to a closing within 5 business days, so your team focuses on the most time-sensitive items first.
What if the payoff statement arrives before the follow-up is sent?
WebRun checks live order status in Qualia each morning, so any request fulfilled since the last run is removed from the follow-up list automatically.
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