Surface property that has gone dormant
Every Monday, WebRun opens Simple Escheat, compares each open property to the dormancy period for its owner state and property type, lists everything now past the threshold, writes a ready-to-escheat workbook in Excel, and posts the team a short Slack summary.
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How do I find property that has passed its state dormancy period automatically?
Every Monday, WebRun opens Simple Escheat and compares each open property to the dormancy period for its owner state and type. It lists everything past the threshold, writes a ready-to-escheat workbook in Excel, and posts a Slack summary by filing state, so property crosses into escheat on schedule instead of late.
- Property is flagged the week it crosses a dormancy threshold, not at year-end
- Each state's own dormancy period is applied instead of one blanket rule
- Records with fresh owner activity stay off the list automatically
Built for unclaimed property analysts · controllers · compliance teams · 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 - check property against dormancy rules
simpleescheat.com How to Automate Simple Escheat
WebRun opens Simple Escheat to compare each property to its state dormancy period. - Open Simple Escheat and review the open unclaimed-property records
- For each record, read the owner state, property type, and last activity date, then compare it to that state's dormancy period
- Mark every property whose dormant time has now passed the state threshold
Done when Every open property has been compared to its state dormancy period and flagged if past the threshold.
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2
Excel - build the ready-to-escheat workbook
microsoft.com How to Automate Excel
WebRun writes the ready-to-escheat property into an Excel workbook. - Open the tracking workbook in Excel and add a row for each property now past its dormancy period
- Record the owner, state, property type, amount, dormancy trigger date, and the filing state it is due to
- Sort by state and dormancy date so the oldest, most urgent property sits at the top
Done when The Excel workbook lists every property past its dormancy period with its state, amount, and trigger date.
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3
Slack - summarize what has gone dormant
slack.com How to Automate Slack
WebRun posts a Slack summary of the property that crossed a dormancy threshold. - Post the team a short summary of how many properties crossed a dormancy threshold this week and their total value
- Group the count by filing state so the busiest jurisdictions stand out
- Link to the Excel workbook so anyone can open the full detail
Done when The team has this week's dormant-property summary 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
Does it start due diligence or file anything by itself?
No. WebRun only identifies property past its dormancy period and writes it to an Excel workbook with a Slack summary. Starting due diligence or preparing a report stays a human decision, so nothing is mailed or submitted on its own.
How does it know each state's dormancy period?
It reads the owner state and property type on each Simple Escheat record and applies that jurisdiction's dormancy period, so a three-year state and a five-year state are each measured against their own rule.
What if a property has recent owner activity?
It reads the last activity date in Simple Escheat each run, so any property with fresh owner contact is not counted as dormant and stays off the ready-to-escheat list.
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