Title and escrow

Title and escrow automation templates

12 ready-made workflows for Title and escrow. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.

Title and escrow
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Automated Wire Instruction Verification Reminders
WebRun identifies closings with unconfirmed wire instructions in Qualia and drafts a caution-framed verification reminder to the sending party. Wire fraud is a leading real estate scam: always verify instructions by phone before sending funds.
QualiaGmailSlack
Automated Weekly Title Order Pipeline Report
WebRun pulls the week's order activity from SoftPro every Monday, calculates open orders, closings completed, revenue, and pipeline velocity, and posts a structured report to Slack and Google Sheets for leadership review.
SoftProGoogle SheetsSlack
Automated Title Company Review Requests After Closing
WebRun identifies orders that closed in the last one to three days in Qualia and drafts a warm, personal review request email to the buyer and seller so your firm builds its online reputation without any manual effort.
QualiaGmailSlack
Automated Post-Closing Recording Status Tracker
WebRun checks recording status for recently closed orders in ResWare, logs each document's progress, and alerts your team to any recording that is delayed or needs follow-up with the county.
ResWareGoogle SheetsSlack
Automated Lender Payoff Request Follow-Up
WebRun monitors outstanding payoff requests in Qualia, identifies any that are aging or overdue, and drafts a polite follow-up to the lender so your team never has to chase manually.
QualiaGmailSlack
Automated Title Order Missing Document Chaser
WebRun scans your title orders in SoftPro for outstanding required documents, drafts a polite chaser to the responsible party, and logs the outstanding items in a tracking sheet.
SoftProGmailGoogle Sheets
Automated Earnest Money Receipt Confirmations
WebRun detects newly received earnest money deposits logged in SoftPro and drafts a professional receipt confirmation for the buyer and buyer's agent so no deposit goes unacknowledged.
SoftProGmailSlack
Automated Daily Title Closing Calendar Digest
WebRun pulls today's and tomorrow's scheduled closings from ResWare every morning and posts a structured digest to Slack so your team walks in fully prepared for every closing on the calendar.
ResWareGoogle SheetsSlack
Automated Title Commitment Cure Worklist
WebRun reads open title commitment exceptions in SoftPro, groups them by order, and builds your team a prioritized cure worklist so every exception is resolved before closing.
SoftProGoogle SheetsSlack
Automated Title Closing Milestone Updates
WebRun tracks each order in Qualia or SoftPro, identifies the current milestone, and drafts a status update to buyers, sellers, and agents so everyone knows what happens next.
QualiaGmailSlack
Automated Title Closing Deadline Tracker
WebRun reads every active order in ResWare, calculates days to each closing and contingency deadline, and posts your team a daily countdown digest in Slack so critical dates never slip.
ResWareGoogle SheetsSlack
Automated Title Order Status Updates for Agents
WebRun reads active orders in Qualia, identifies meaningful milestone changes since the last update, and drafts a concise order status email for each referring real estate agent.
QualiaGmailSlack

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