Keep every broker license and CE credit current automatically
Every Monday, WebRun reads your broker license and continuing education expiry dates from Google Sheets, checks them against today, flags anyone expiring within 90 days, and posts an alert to Slack so your managing broker can chase renewals before a license lapses.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track broker license expiry dates and get renewal alerts?
WebRun reads your broker license and CE expiry dates from Google Sheets every Monday, checks them against the active roster in Buildout, and posts a sorted Slack alert to the managing broker listing anyone expiring within 90 days, so no license lapses by surprise.
- No broker license lapses because the 90-day window was missed
- Managing brokers get a sorted alert every Monday with days-remaining counts
- Brokers missing from the tracker are flagged before the audit finds them
Built for CRE managing brokers · brokerage compliance managers · commercial real estate offices · multi-agent brokerages
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.buildout.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read license and CE expiry dates
google.com How to Automate Google Sheets
WebRun opens Google Sheets to read license and CE expiry dates. - Open the broker credentials tracker spreadsheet
- Read each row for broker name, license number, license expiry date, and CE completion date
- Flag rows where the expiry date falls within the next 90 days
Done when Every license or CE credit expiring within 90 days is identified.
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2
Buildout - cross-check active broker roster
buildout.com How to Automate Buildout
WebRun opens Buildout to cross-check active broker roster. - Open Buildout and confirm the active broker roster matches the spreadsheet
- Flag any broker on the roster who is missing from the tracker
- Note the primary contact and office for each expiring broker
Done when Expiring brokers are confirmed active in Buildout and their office details captured.
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3
Slack - post expiry alerts to the managing broker
slack.com How to Automate Slack
WebRun opens Slack to post expiry alerts to the managing broker. - Post an expiry alert to the managing broker's Slack channel
- List each flagged broker with their license number, expiry date, and days remaining
- Separate urgent alerts (under 30 days) from early warnings (31 to 90 days)
Done when The managing broker has a sorted Slack alert listing every expiring credential.
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
Does it contact the broker directly?
No. All alerts go to the managing broker in Slack as an internal notification. If you want to notify individual brokers, the managing broker initiates that communication.
Where do I store the license dates?
In a Google Sheets tracker you maintain. WebRun reads from it each Monday. The template includes a column structure to copy into your spreadsheet during setup.
What if a broker renews mid-week?
Update the expiry date in the Google Sheets tracker. On the next Monday run, WebRun will no longer flag that broker and the alert list will be accurate.
Related templates
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