Automated 1031 Assignment Notice Drafts
Every morning, WebRun opens Accruit Exchange Manager Pro, finds exchanges reaching a closing, prepares the assignment notice, sets up a DocuSign envelope for the settlement agent, and drafts a cover email in Gmail, then leaves the whole package queued for a facilitator to review and send.
How can I prepare a 1031 assignment notice for the settlement agent automatically?
Every morning, WebRun opens Accruit Exchange Manager Pro, finds exchanges reaching a closing, and prepares the assignment notice. It sets up a DocuSign envelope for the settlement agent and drafts a Gmail cover email, leaving everything queued for a facilitator to review, so assignment notices are ready for every closing without going out unchecked.
- An assignment notice is ready for every upcoming closing
- Nothing legal reaches a settlement agent without a facilitator approving it
- Notices are pre-filled from the live Accruit exchange file
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 - prepare the assignment notice
accruit.com
WebRun prepares the assignment notice in Accruit Exchange Manager Pro. - Open Accruit Exchange Manager Pro and list exchanges with a relinquished or replacement closing coming up
- Generate the assignment notice for each using the file's taxpayer, property, and agent details
- Leave the notice attached to the file rather than releasing it
Done when Each upcoming closing has its assignment notice generated in Accruit.
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2
DocuSign - set up the signature envelope
docusign.com
WebRun sets up the DocuSign assignment envelope as a draft. - Set up a DocuSign envelope containing the assignment notice with signature and acknowledgement fields placed
- Add the settlement agent as the recipient
- Leave the envelope in draft so a facilitator confirms and sends it, never sending automatically
Done when A ready-to-send DocuSign envelope is queued in draft for each closing.
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3
Gmail - draft the cover email
gmail.com
WebRun drafts the settlement-agent cover email in Gmail. - Draft a short cover email to the settlement agent explaining the assignment and the closing
- Reference the specific property, closing date, and what to return
- Leave the email unsent in drafts for a facilitator to review alongside the DocuSign envelope
Done when A cover email is drafted and left unsent for each assignment notice.
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 send the assignment notice to the settlement agent on its own?
No. WebRun generates the notice in Accruit, sets up the DocuSign envelope, and drafts the Gmail cover email, then leaves all of it queued. A facilitator reviews and sends, since the notice is a legal document going to an outside party.
How does it fill in the assignment notice?
It uses the taxpayer, property, and settlement-agent details already on the Accruit exchange file to generate the notice, so the draft reflects exactly what the closing requires.
Does it know which exchanges have a closing coming up?
Yes. WebRun reads the scheduled closing dates on each Accruit exchange file and only prepares notices for exchanges with a relinquished or replacement closing approaching, so nothing is drafted prematurely.
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