Prepare due diligence letters for review
Ahead of each filing cycle, WebRun opens Simple Escheat, finds the owners whose property requires a due diligence mailing, drafts a letter to each from your approved template, leaves every draft unsent for review, and posts the team a Slack list of who is due to be contacted.
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How do I prepare due diligence letters to property owners automatically?
Ahead of each filing cycle, WebRun opens Simple Escheat and finds the owners whose property requires a due diligence mailing. It drafts a letter to each from your approved template, leaves every draft unsent in Gmail for review, and posts a Slack contact list, so owners are reached only after a person approves and sends.
- Every owner letter is drafted and waiting, so the team just reviews and sends
- Only owners who meet your state's due diligence threshold are contacted
- No letter goes out without a person approving the recipient and wording
Built for unclaimed property analysts · compliance teams · controllers · corporate accounting
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
simpleescheat.comin a real browser with your saved login - no setup, no API keys. -
1
Simple Escheat - find owners needing due diligence
simpleescheat.com How to Automate Simple Escheat
WebRun opens Simple Escheat to find the owners who require a due diligence letter. - Open Simple Escheat and list the property whose value and dormancy stage require a due diligence letter before filing
- Capture the owner name, last known address, property type, and amount for each
- Skip any owner already sent a letter this cycle or already marked reunified
Done when Every owner due a due diligence letter this cycle has been listed with their address and property detail.
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2
Gmail - draft each letter for review
gmail.com How to Automate Gmail
WebRun drafts a due diligence letter for each owner and leaves it unsent for review. - Draft a due diligence letter for each owner from your approved template, filling in the name, property type, and amount
- Match the wording and disclosures your state requires for the mailing
- Save every message as a draft and leave it unsent so a person reviews and sends each one
Done when A due diligence letter draft sits ready in Gmail for every owner on the list.
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3
Slack - report who is being contacted
slack.com How to Automate Slack
WebRun posts the cycle's due diligence contact list to Slack. - Post the team a short list of the owners due to be contacted this cycle with their property amounts
- Sort by amount so the largest balances are reviewed first
- Note that all letter drafts are waiting in Gmail for a person to review and send
Done when The team has this cycle's due diligence contact list in Slack.
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 mail letters to owners without me?
No. WebRun drafts every due diligence letter in Gmail and leaves it unsent. A person reviews each letter and sends it, so no owner is contacted without someone approving the wording and the recipient first.
How does it know who needs a due diligence letter?
It reads each Simple Escheat record's value and dormancy stage against your state's due diligence rules, so only owners whose property meets the mailing threshold are listed, and anyone already contacted this cycle is skipped.
Can it match the exact wording my state requires?
Yes. It fills your approved letter template for each owner, keeping the disclosures and format your jurisdiction requires, and leaves the draft for you to review before it goes out.
Related templates
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