Have the exchange agreement package ready to sign in minutes
Every morning, WebRun opens Accruit Exchange Manager Pro, finds confirmed exchanges ready for documents, assembles the exchange agreement package, prepares a DocuSign envelope for the taxpayer, and drafts a cover note in Outlook, then leaves the whole package queued for a facilitator to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I prepare a 1031 exchange agreement package for e-signature automatically?
Every morning, WebRun opens Accruit Exchange Manager Pro, finds confirmed exchanges ready for documents, and assembles the agreement package. It prepares a DocuSign envelope for the taxpayer and drafts an Outlook cover note, leaving everything queued for a facilitator to review, so agreement packages are minutes from sending without going out unchecked.
- Agreement packages are drafted and ready to send each morning
- Nothing binding reaches a taxpayer without a facilitator approving it
- DocuSign envelopes arrive with fields placed and signers in order
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 - assemble the agreement package
accruit.com How to Automate Accruit Exchange Manager Pro
WebRun assembles the exchange agreement package in Accruit Exchange Manager Pro. - Open Accruit Exchange Manager Pro and list exchanges marked confirmed and ready for documents
- Generate the exchange agreement package for each using the file's taxpayer and property details
- Leave the generated package attached to the file rather than releasing it
Done when Each ready exchange has its agreement package generated in Accruit.
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2
DocuSign - prepare the signature envelope
docusign.com How to Automate DocuSign
WebRun prepares the DocuSign signature envelope as a draft. - Prepare a DocuSign envelope containing the agreement package with signature and date fields placed
- Add the taxpayer and any co-signers as recipients in signing order
- 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 exchange.
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3
Outlook - draft the cover note
outlook.com How to Automate Outlook
WebRun drafts the taxpayer cover note in Outlook. - Draft a short cover note to the taxpayer explaining the agreement and next steps
- Reference the specific property and the signing link that will accompany the envelope
- Leave the email unsent in drafts for a facilitator to review alongside the DocuSign envelope
Done when A cover note is drafted and left unsent for each exchange package.
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 exchange agreement to the taxpayer on its own?
No. WebRun generates the package in Accruit, prepares the DocuSign envelope, and drafts the Outlook cover note, then leaves all of it queued. A facilitator reviews and sends, since the agreement is a binding document going to a client.
How does it fill in the agreement?
It uses the taxpayer, entity, and property details already confirmed on the Accruit exchange file to generate the standard agreement package, so the draft reflects exactly what is on the file.
Can it place the signature fields for DocuSign?
Yes. WebRun assembles the DocuSign envelope with signature and date fields positioned and the taxpayer and co-signers set in signing order, so the facilitator only has to confirm and send.
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