Automated Weekly Title Order Pipeline Report
Every Monday morning, WebRun opens SoftPro, tallies all orders opened, closed, and still active in the prior week, calculates closing volume and pipeline by order type, appends a row to your weekly pipeline Google Sheet, and posts a concise summary to the leadership Slack channel.
How do I automatically generate a weekly order pipeline report for my title company?
WebRun opens SoftPro every Monday, tallies the prior week's orders opened, closings completed, and active pipeline by order type, appends a metrics row to a Google Sheets pipeline report, and posts a headline summary to the leadership Slack channel. Your team starts every week with current pipeline numbers and week-over-week trends, with no manual reporting.
- Leadership starts every Monday with current pipeline metrics, no manual reporting needed
- Week-over-week trends in closing volume and stale orders are visible automatically
- The Google Sheet builds a running history of pipeline performance for planning
Built for title company owners · title operations managers · branch managers · escrow supervisors
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 - pull prior week's order open, close, and pipeline data
softprocorp.com
WebRun opens SoftPro to pull prior week's order open, close, and pipeline data. - Open SoftPro 360 and pull all orders for the prior calendar week (Monday through Friday)
- Count orders opened, closings completed, and orders still active in the pipeline
- Break down closings by order type (purchase, refinance, commercial, other) and by closing agent
- Identify the average days from order open to close for the week and any orders open more than 60 days
Done when Prior week order counts, closing volume, pipeline breakdown, and velocity metrics are compiled.
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2
Google Sheets - append weekly metrics to the pipeline report sheet
google.com
WebRun opens Google Sheets to append weekly metrics to the pipeline report sheet. - Open the weekly title pipeline report sheet
- Append a new row for the prior week with all metrics: orders opened, closings completed, active pipeline, breakdown by order type, average cycle time, and the count of stale orders
- Ensure week-over-week comparison columns are updated automatically
Done when A new weekly metrics row is appended to the pipeline report sheet with all figures.
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3
Slack - post a concise pipeline summary to the leadership channel
slack.com
WebRun opens Slack to post a concise pipeline summary to the leadership channel. - Post a concise pipeline summary to the leadership Slack channel with the headline numbers: closings completed, orders opened, active pipeline count, and week-over-week change
- Call out any week-over-week trends worth noting, such as a significant volume increase or an uptick in stale orders
- Include a link to the Google Sheet for the full breakdown
Done when Leadership has the week's pipeline metrics in Slack with a link to the full sheet.
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
Can we break down the report by branch or office location?
Yes. If your SoftPro orders include a branch or office field, WebRun can group the weekly metrics by location so each branch's performance is reported separately.
What counts as a stale order?
By default, any order open for more than 60 days is flagged as stale. You can adjust this threshold to match your firm's typical order-to-close cycle time.
Does it include cancelled or withdrawn orders in the counts?
Cancelled and withdrawn orders are tracked separately from closings completed, so your pipeline metrics reflect net closed volume without inflating the numbers.
Related templates
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