Automated 1031 Party Detail Collection
Every morning, WebRun opens Accruit Exchange Manager Pro, finds new exchanges missing taxpayer or settlement-agent details, drafts a short request email in Outlook, and prepares a DocuSign intake form, then leaves both queued for a facilitator to review and send.
How can I collect missing 1031 taxpayer and settlement-agent details automatically?
Every morning, WebRun opens Accruit Exchange Manager Pro, finds new exchanges missing taxpayer or settlement-agent details, and drafts a short request email in Outlook plus a pre-filled DocuSign intake form. Both are left unsent for a facilitator to review, so files get completed before the exchange documents are ever generated.
- Missing party details are chased the day a file opens
- Facilitators send a ready draft instead of writing each request
- Intake forms arrive pre-filled, so taxpayers only complete the blanks
Built for qualified intermediaries · 1031 exchange companies · exchange facilitators · closing coordinators
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
app.accruit.comin a real browser with your saved login - no setup, no API keys. -
1
Accruit Exchange Manager Pro - find missing party details
accruit.com
WebRun checks each Accruit exchange file for missing party details. - Open Accruit Exchange Manager Pro and list exchanges opened in the last few days
- Check each file for missing taxpayer contact, tax ID, entity type, and settlement-agent details
- Note exactly which fields are blank for each exchange
Done when Every recent exchange has its missing party fields identified.
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2
Outlook - draft the request email
outlook.com
WebRun drafts the missing-detail request email in Outlook. - Draft a short, friendly email to the taxpayer or settlement agent listing only the details still needed
- Reference the specific property and exchange so the recipient knows the context
- Leave the email in the drafts folder for a facilitator to review and send, never sending it automatically
Done when A detail-request email is drafted and left unsent for every incomplete exchange.
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3
DocuSign - prepare the intake form
docusign.com
WebRun prepares a pre-filled DocuSign intake form as a draft. - Prepare a DocuSign intake form pre-filled with the details already on file
- Address it to the correct taxpayer or agent as a recipient
- Leave the envelope in draft so a facilitator can confirm and send it, rather than sending on its own
Done when A pre-filled DocuSign intake form is queued in draft for each exchange that needs one.
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 email taxpayers or agents without me?
No. WebRun only drafts the request email in Outlook and prepares the DocuSign intake form as a draft. Both are left unsent so a facilitator reviews and sends them, since these go to people outside the firm.
How does it know which details are missing?
It reads each exchange file in Accruit Exchange Manager Pro and lists exactly which fields are blank, such as tax ID, entity type, or settlement-agent contact, so the request asks only for what is actually outstanding.
Does the intake form come pre-filled?
Yes. WebRun pre-fills the DocuSign form with the details already on file in Accruit, so the taxpayer or agent only completes the blanks rather than re-entering everything.
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