Automated Title Order Missing Document Chaser
Every morning, WebRun opens SoftPro, identifies every order with a missing or overdue document, drafts a polite chaser email to the responsible party, and logs each outstanding item in a Google Sheet so your team can track progress in one place.
How do I automatically chase missing documents for title orders?
WebRun checks SoftPro every morning for active orders with missing or overdue documents, drafts a polite chaser to the responsible party in Gmail, and logs every outstanding item in a Google Sheet. Chasers sit as drafts until your team approves them, so nothing stalls a closing without notice.
- Missing documents are flagged and chased before they delay a closing
- Your team has a single shared log of every outstanding item
- Chasers are reviewed by a human before anything is sent
Built for title companies · escrow officers · title processors · real estate 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
www.softprocorp.comin a real browser with your saved login - no setup, no API keys. -
1
SoftPro - identify orders with missing or overdue documents
softprocorp.com
WebRun opens SoftPro to identify orders with missing or overdue documents. - Open SoftPro 360 and filter active orders to those with outstanding required documents
- For each item, capture the order number, the document type, the responsible party, and the number of days outstanding
- Sort by days outstanding so the most overdue items appear first
Done when Every order with a missing or overdue document is listed with the responsible party identified.
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2
Gmail - draft chaser emails to responsible parties
gmail.com
WebRun opens Gmail to draft chaser emails to responsible parties. - Draft a polite, specific chaser email for each outstanding document addressed to the responsible party (lender, agent, or client)
- Include the order number, document name, and the closing date so the recipient understands urgency
- Leave all chasers as Gmail drafts for review before sending
Done when One draft chaser email per outstanding item is ready in Gmail drafts for team review.
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3
Google Sheets - log outstanding items for team tracking
google.com
WebRun opens Google Sheets to log outstanding items for team tracking. - Append each outstanding item to the missing-documents tracking sheet with today's date, the order, the document type, the responsible party, and status
- Mark any items resolved since yesterday's run as Received
Done when The tracking sheet is updated and reflects every open and newly resolved document request.
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 chaser emails automatically without anyone reviewing them?
No. Every chaser is drafted in Gmail and left unsent until a team member reviews and approves it. Nothing goes out on its own.
What if a document was received after the last run?
WebRun reads live order status from SoftPro each morning, so any document marked received since the last run is excluded from the chaser list automatically.
Can it track documents across multiple order types?
Yes. It works across all active order types in SoftPro and captures the specific document name and responsible party for each outstanding item.
Related templates
Put this on autopilot.
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