Automated Appraisal Fee Collection
Every Monday, WebRun opens ACI, identifies completed orders with unpaid fees, cross-checks them in QuickBooks to confirm the invoice status, drafts a polite payment reminder for each, and posts a Slack summary of outstanding balances so you know exactly who owes what.
How do I automatically track and collect unpaid appraisal fees?
WebRun checks ACI every Monday for completed orders with outstanding fees, confirms invoice status in QuickBooks, drafts a polite payment reminder for each, and posts a Slack summary of who owes what and for how long. Every draft reminder waits for your approval before reaching any client.
- Outstanding appraisal fees surfaced every Monday without manual searches
- Payment reminders drafted in minutes, reviewed before sending
- Invoices past 30 days flagged automatically for priority follow-up
Built for residential appraisers · appraisal firms · solo appraisers · commercial appraisers
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
www.aciweb.comin a real browser with your saved login - no setup, no API keys. -
1
ACI - find completed unpaid orders
aciweb.com
WebRun opens ACI to find completed unpaid orders. - Open ACI and filter to completed orders
- Identify orders where the fee is recorded as unpaid or outstanding
- Capture the AMC or lender client, property address, order number, fee amount, and completion date for each unpaid order
Done when Every completed but unpaid order is listed with its fee details.
-
2
QuickBooks - confirm invoice status
- Open QuickBooks and search for each unpaid order by client name or invoice number
- Confirm whether an invoice has been created and if so what the outstanding amount is
- For orders with no invoice, note them as needing an invoice to be created. Draft a payment reminder for each outstanding invoice but do not send. Leave it for your review
Done when Each unpaid order is matched to an invoice in QuickBooks, with a drafted reminder ready for review.
-
3
Slack - post outstanding balance summary
slack.com
WebRun opens Slack to post outstanding balance summary. - Post a weekly summary of outstanding appraisal fees, listing client, property, amount, and days since completion
- Note which draft reminder emails are waiting for your review before sending
- Highlight any invoice more than 30 days past due
Done when You have a Slack summary of all outstanding fees and know which reminders need approval to send.
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 fee reminder emails without my approval?
No. WebRun drafts each payment reminder and flags it in Slack for your review. No message goes to an AMC or lender until you approve it, so every external communication reflects your professional judgment.
What if an order was already paid but ACI has not been updated?
WebRun cross-checks the live invoice status in QuickBooks each run. If QuickBooks shows the invoice paid, the order is skipped, even if ACI still shows it as outstanding.
Can it create invoices in QuickBooks for orders that do not have one?
WebRun flags orders with no matching QuickBooks invoice in the Slack summary and notes that an invoice needs to be created. It does not create invoices automatically, keeping your books accurate and reviewed before any charge is recorded.
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