Automated Earnest Money Receipt Confirmations
Every morning, WebRun opens SoftPro, finds earnest money deposits logged since the previous business day, and drafts a professional receipt confirmation for the buyer and buyer's agent. Drafts wait in Gmail for review before sending, and a Slack alert tells your team which deposits arrived and which confirmations are staged.
How do I automatically send earnest money receipt confirmations to buyers and agents?
WebRun checks SoftPro every morning for earnest money deposits posted since the previous business day. For each new deposit it drafts a professional receipt confirmation for the buyer and buyer's agent in Gmail and sends a Slack alert to your team. No confirmation is sent until a team member reviews and approves it.
- Every earnest money deposit is acknowledged promptly with a professional confirmation
- Buyers and agents have a clear record of funds received in escrow
- No confirmation about funds is sent without explicit team approval
Built for title companies · escrow officers · title processors · real estate attorneys
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.softprocorp.comin a real browser with your saved login - no setup, no API keys. -
1
SoftPro - identify earnest money deposits received since the last run
softprocorp.com
WebRun opens SoftPro to identify earnest money deposits received since the last run. - Open SoftPro 360 and filter to orders where an earnest money deposit was received or posted since yesterday
- For each deposit, capture the order number, property address, deposit amount, date received, buyer name, and buyer's agent contact information
- Note the method of receipt (check, wire, ACH) for inclusion in the confirmation
Done when Every newly received deposit is listed with the buyer and agent contact details needed to draft the confirmation.
-
2
Gmail - draft receipt confirmation emails for buyer and buyer's agent
gmail.com
WebRun opens Gmail to draft receipt confirmation emails for buyer and buyer's agent. - Draft a professional earnest money receipt confirmation addressed to the buyer and cc'ed to the buyer's agent
- Include the property address, deposit amount, date received, and the order or file number for reference
- Confirm that the funds are held in escrow and provide your firm's contact information for any questions
- Leave all confirmations as Gmail drafts for a team member to review before sending
Done when One draft receipt confirmation per new deposit is staged in Gmail drafts for review.
-
3
Slack - alert the team to new deposits and staged confirmations
slack.com
WebRun opens Slack to alert the team to new deposits and staged confirmations. - Post an alert to the escrow Slack channel listing new deposits received today with amounts and property addresses
- Note how many confirmation drafts are staged in Gmail for review
Done when The team is aware of new deposits in Slack and knows confirmations are ready to review.
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 confirmations to buyers automatically without anyone checking them?
No. Every receipt confirmation is drafted in Gmail and left unsent until a team member reviews and approves it. No communication about funds goes to a buyer without explicit human approval.
Does it include the deposit amount in the confirmation?
Yes. The draft includes the property address, deposit amount, date received, and the file number so the buyer and agent have a clear, complete record of their escrow deposit.
What if the same order has two separate earnest money deposits?
WebRun treats each deposit posting as a separate event, so each one generates its own draft confirmation ensuring both deposits are acknowledged individually.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.