Buildout Automated Commission Invoice Chaser
Every Monday, WebRun opens QuickBooks, finds commission invoices past their due date, matches each to the closed deal in Buildout, drafts a polite collection follow-up addressed to the responsible party, and leaves it in Gmail for the broker or accounting team to review and send.
How do I automatically chase overdue commission invoices for my CRE brokerage?
WebRun opens QuickBooks every Monday to find overdue commission invoices, matches each to its closed deal in Buildout for full context, and drafts a polite collection follow-up in Gmail for the broker or accounting team to review and send, so outstanding commissions get chased without awkward manual prompting.
- Overdue commissions are chased every Monday with zero manual effort
- Brokers have ready-to-send collection emails waiting each week
- Outstanding balances are matched to Buildout deals so no invoice lacks context
Built for commercial real estate brokers · CRE brokerage accounting teams · managing brokers · investment sales teams
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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue commission invoices
- Open QuickBooks and filter invoices to Overdue
- Capture the client name, invoice number, amount, and days overdue for each commission invoice
- Skip invoices already followed up in the past 7 days to avoid double-chasing
Done when Every overdue commission invoice is listed with its balance and days overdue.
-
2
Buildout - match each invoice to its closed deal
buildout.com
WebRun opens Buildout to match each invoice to its closed deal. - Open Buildout and locate the closed deal associated with each overdue invoice by property address and client name
- Pull the deal notes, closing date, and contact details for the responsible party
- Note the assigned broker for each deal
Done when Each overdue invoice is matched to its Buildout deal with contact and deal context.
-
3
Gmail - draft collection follow-up for review
gmail.com
WebRun opens Gmail to draft collection follow-up for review. - Draft a professional, polite collection follow-up for each overdue invoice
- Reference the deal address, invoice number, amount due, and original due date in each draft
- Leave every draft unsent in Gmail for the assigned broker or accounting team to review and approve.
Done when A ready-to-send draft chase email exists in Gmail for every overdue commission invoice.
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 contact clients automatically to collect payment?
No. Every collection follow-up is drafted in Gmail and left for the broker or accounting team to review and send. No email goes to a client without your explicit approval.
What if an invoice was already paid but not updated?
Mark the invoice as paid in QuickBooks. On the next run, WebRun reads the live payment status and skips it, keeping only genuine outstanding balances in the chase list.
How does it match invoices to deals in Buildout?
It matches by the client name and property address shared between the QuickBooks invoice and the Buildout closed deal record. If no match is found, it flags the invoice for manual review.
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