Automated Dotloop Pending Signature Chasing
Every morning, WebRun opens Dotloop, checks every document sent for signature across active loops, flags anything still pending more than 2 days, adds a follow-up reminder to Google Calendar for the responsible agent, and posts an alert to Microsoft Teams naming the document and signer so a stalled signature does not quietly delay closing.
How do I chase pending Dotloop signatures before they delay closing?
WebRun checks Dotloop every morning for documents sent for signature across active loops, flags anything still pending more than 2 days, adds a follow-up reminder to Google Calendar, and posts an alert to Microsoft Teams naming the document and signer for the responsible agent. That catches a stalled signature before it delays closing.
- Stalled signatures get a follow-up reminder within a day of falling behind
- The responsible agent is alerted by name in Teams
- Signed documents stop generating reminders automatically
Built for real estate agents · transaction coordinators · brokerages · escrow teams
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.dotloop.comin a real browser with your saved login - no setup, no API keys. -
1
Dotloop - check documents awaiting signature past 2 days
dotloop.com
WebRun opens Dotloop to check documents awaiting signature past 2 days. - Open Dotloop and list every active loop with a document sent for signature
- Capture the signer, document name, and days pending for each
- Filter to documents pending more than 2 days
Done when Every document pending signature more than 2 days is captured.
-
2
Google Calendar - add a follow-up reminder for each
calendar.google.com
WebRun opens Google Calendar to add a follow-up reminder for each. - Add a follow-up reminder for the responsible agent for each pending document
- Note the signer and document name in the event details
- Skip creating a duplicate if a reminder already exists for that document
Done when A follow-up reminder exists for every document pending past 2 days.
-
3
Microsoft Teams - alert the agent to chase it
microsoft.com
WebRun opens Microsoft Teams to alert the agent to chase it. - Post an alert naming the document, signer, and days pending
- @-mention the agent responsible for that loop
- Stay quiet on mornings with nothing past the 2 day mark
Done when The responsible agent has been alerted for every pending signature.
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 resend the document or message the signer directly?
No. WebRun only reads pending signature status from Dotloop and alerts your agent internally. Resending the document or contacting the signer stays a step the agent takes themselves.
Does it contact the buyer or seller directly?
No. It only posts to Microsoft Teams and adds a calendar reminder for the responsible agent, never a message to the client.
What happens once the document is signed?
It reads the live signature status in Dotloop each morning, so a document signed since the last run stops generating new reminders and alerts.
Related templates
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