Real Estate & Property
Real Estate & Property automation templates, page 6
226 ready-made workflows for Real Estate & Property. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.
Buildout Automated CRE Deal Exception Alerts
WebRun scans Buildout daily for deal exceptions such as missing contacts, price reductions, overlong time in stage, or failed syndication, and posts an alert so your team can act before a problem escalates.
Buildout Automated LOI Document Collection Chaser
WebRun checks Buildout for deals awaiting an LOI, PSA, or financial package, and drafts a polite follow-up to each counterparty so your pipeline never stalls waiting for paperwork.
Buildout Automated New CRE Listing Onboarding
When a new exclusive listing is won, WebRun creates the full Buildout listing record, populates the marketing fields, and drafts the onboarding checklist so nothing is missed on day one.
Buildout Automated Listing Expiry Renewal Reminders
WebRun scans Buildout for listings expiring in the next 30 days and drafts a renewal outreach for each owner so your brokers stay ahead of every deadline.
Buildout Automated CRE Deal Deadline Tracker
WebRun tracks due diligence, financing contingency, and closing deadline dates in Buildout, and alerts the broker and coordinator before each deadline so no critical date slips.
Buildout Automated Broker License Expiry Tracking
WebRun tracks broker license expiry dates in Buildout and a connected spreadsheet, sends internal alerts before they lapse, and helps your managing broker stay ahead of every renewal.
Automated Appraisal Status Updates
WebRun reads each order stage in ACI, drafts a status update email in Gmail, and posts a Slack summary so AMCs and lenders stay informed without constant phone calls.
Automated Revision Request Tracking
WebRun monitors a la mode Total for pending revision requests, drafts a reply email in Gmail, and alerts you in Slack so you never let a revision linger.
Automated Appraisal QC Checks
WebRun reviews reports in a la mode Total against your QC checklist before delivery, flags missing items, and alerts you in Slack and Gmail so nothing ships with an error.
Automated Appraisal Pipeline Digest
Every morning, WebRun pulls the active order pipeline from ACI, summarizes work-in-progress by stage in Google Sheets, and posts a daily digest to Slack.
Automated Order Routing by Area
WebRun reads new orders from Google Sheets, matches each to the nearest available appraiser by coverage area, and posts an assignment alert in Slack.
Automated Appraisal Order Intake
WebRun logs new appraisal orders from AMCs into Google Sheets and alerts the appraiser in Slack so nothing slips through.
Automated Appraiser License Tracking
WebRun checks your license and CE expiry dates in Google Sheets, drafts a renewal reminder email in Gmail, and alerts you in Slack before any credential lapses.
Automated Inspection Scheduling
WebRun reads pending inspection requests in a la mode Total, drafts a scheduling text via Twilio, and alerts the appraiser in Slack before any message is sent.
Automated Appraisal Fee Collection
WebRun finds unpaid ACI orders, logs them in QuickBooks, drafts a polite fee reminder for each, and alerts you in Slack so unpaid fees get chased without awkward manual follow-up.
Automated Appraisal Deadline Tracking
WebRun checks ACI for reports nearing their due date, updates the tracker in Google Sheets, and posts a Slack alert before any deadline is at risk.
Automated Comparable Data Prep
WebRun compiles MLS comparable sales into a structured Google Sheets worksheet and cross-checks against ACI so your comps are ready before you open the report.
Automated AMC Client Follow-Ups
WebRun spots AMC clients who have gone quiet in your Google Sheets order log, drafts a re-engagement email in Gmail, and posts a Slack reminder so you stay top of mind.
Automated Wire Instruction Verification Reminders
WebRun identifies closings with unconfirmed wire instructions in Qualia and drafts a caution-framed verification reminder to the sending party. Wire fraud is a leading real estate scam: always verify instructions by phone before sending funds.
Automated Weekly Title Order Pipeline Report
WebRun pulls the week's order activity from SoftPro every Monday, calculates open orders, closings completed, revenue, and pipeline velocity, and posts a structured report to Slack and Google Sheets for leadership review.
Automated Title Company Review Requests After Closing
WebRun identifies orders that closed in the last one to three days in Qualia and drafts a warm, personal review request email to the buyer and seller so your firm builds its online reputation without any manual effort.
Automated Post-Closing Recording Status Tracker
WebRun checks recording status for recently closed orders in ResWare, logs each document's progress, and alerts your team to any recording that is delayed or needs follow-up with the county.
Automated Lender Payoff Request Follow-Up
WebRun monitors outstanding payoff requests in Qualia, identifies any that are aging or overdue, and drafts a polite follow-up to the lender so your team never has to chase manually.
Automated Title Order Missing Document Chaser
WebRun scans your title orders in SoftPro for outstanding required documents, drafts a polite chaser to the responsible party, and logs the outstanding items in a tracking sheet.
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