Chase outstanding LOI and deal documents automatically
Every morning, WebRun scans Buildout for deals stuck awaiting an LOI, purchase and sale agreement, or financial package, drafts a polite follow-up email for each outstanding document, and logs the chase in a Google Sheet so nothing slips through the cracks.
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- Under $0.01 per run
- Cancel anytime
How do I automatically chase outstanding LOI and deal documents in commercial real estate?
WebRun scans your Buildout deal pipeline every morning for LOIs, PSAs, and financial packages that are overdue, drafts a polite follow-up email per counterparty for broker review, and logs every outstanding item in a Google Sheet so deals never stall waiting on paperwork.
- Outstanding LOIs and PSAs are chased every morning before deals stall
- Brokers have ready-to-send draft emails waiting in Gmail each day
- A live tracker in Google Sheets shows every deal's document status at a glance
Built for commercial real estate brokers · investment sales teams · CRE deal coordinators · tenant rep brokers
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
Buildout - find deals with missing documents
buildout.com How to Automate Buildout
WebRun opens Buildout to find deals with missing documents. - Open Buildout and filter the deal pipeline to stages that require LOI, PSA, or financial documents
- Identify deals where the required document has not been received within your configured waiting period
- Capture the counterparty contact, deal stage, property address, and days elapsed since the document was requested
Done when Every deal waiting on a missing document is listed with days elapsed and counterparty contact.
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2
Gmail - draft follow-up for each outstanding item
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up for each outstanding item. - Draft a concise, professional follow-up email for each outstanding document
- Reference the property address and specific document needed in the subject and body
- Leave each email as a Gmail draft for the broker to review. Do not send automatically.
Done when A ready-to-send draft chase email sits in Gmail for every outstanding document.
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3
Google Sheets - log the chase status
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the chase status. - Open the deal document tracker spreadsheet
- Log or update the row for each outstanding item with the property, counterparty, document type, and today's chase date
- Mark any items where a document has since been received as resolved
Done when The tracker spreadsheet reflects the current chase status for every open deal.
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 counterparties automatically?
No. Every follow-up is drafted in Gmail and left for the broker to review and approve before sending. Nothing goes to a counterparty without your explicit sign-off.
How does it know which documents are outstanding?
It reads the deal stage and document status in Buildout. You configure which stages require which documents and the waiting period before a chase is triggered.
What if the counterparty already sent the document?
Update the document status in Buildout. On the next run, WebRun will see it resolved and skip that deal, keeping only genuinely outstanding items in the chase log.
Related templates
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