Open a new exchange file the moment a sale is booked
Whenever a new relinquished-property sale notice lands in Outlook, WebRun reads the taxpayer, property, and scheduled closing date, opens a matching exchange file in Accruit Exchange Manager Pro, and logs the new matter to a Google Sheet so nothing starts life on a sticky note.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I open a 1031 exchange file automatically when a sale is booked?
When a settlement agent emails a new relinquished-property sale, WebRun reads the taxpayer, property, and closing date in Outlook, opens a matching exchange file in Accruit Exchange Manager Pro left in draft for review, and logs the matter to a Google Sheet, so every new exchange is captured the day the sale is booked.
- Every sale notice becomes an opened exchange file the same day
- Facilitators review a pre-filled file instead of keying it from scratch
- Duplicate sale notices are skipped before a second file is opened
Built for qualified intermediaries · 1031 exchange companies · exchange facilitators · settlement agents
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
outlook.office.com/mailin a real browser with your saved login - no setup, no API keys. -
1
Outlook - read the new sale notice
outlook.com How to Automate Outlook
WebRun reads the new relinquished-property sale notice in Outlook. - Watch the intake mailbox for new relinquished-property sale notices from settlement agents and referral partners
- Read the taxpayer name, property address, sale price, and scheduled closing date from the message and any attached contract
- Skip anything that is a duplicate of a matter already opened this week
Done when Every new sale notice has been read and its core details captured.
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2
Accruit Exchange Manager Pro - open a matching exchange file
accruit.com How to Automate Accruit Exchange Manager Pro
WebRun opens a matching exchange file in Accruit Exchange Manager Pro. - Open Accruit Exchange Manager Pro and start a new exchange file
- Enter the taxpayer, relinquished property, sale price, and scheduled closing date from the notice
- Leave the file in draft status for a facilitator to confirm before any documents go out
Done when A new exchange file exists in Accruit with the core sale details entered.
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3
Google Sheets - log the new matter
google.com How to Automate Google Sheets
WebRun logs the new exchange matter to the intake sheet. - Append the new matter to the intake log with taxpayer, property, closing date, and the Accruit file reference
- Mark the status as opened and awaiting facilitator review
- Keep a running list so the team can see the day's new exchanges at a glance
Done when The intake log shows the new exchange with its Accruit file reference.
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 the exchange documents on its own?
No. WebRun only opens the exchange file in Accruit and enters the sale details, then leaves it in draft for a facilitator to confirm. No exchange agreement or notice is generated or sent until a person reviews the file.
How does it avoid opening the same exchange twice?
It checks the intake log and open Accruit files before creating anything, so a repeat sale notice for a matter already opened this week is skipped rather than duplicated.
What details does it pull from the sale notice?
It reads the taxpayer name, property address, sale price, and scheduled closing date from the email and any attached contract, then enters exactly those fields into the new Accruit file and the intake log.
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