Bienes raíces
Bienes raíces: plantillas de automatización, página 7
226 flujos de trabajo listos para usar en Bienes raíces. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Gmail y Google Sheets.
Automated Earnest Money Receipt Confirmations
WebRun detects newly received earnest money deposits logged in SoftPro and drafts a professional receipt confirmation for the buyer and buyer's agent so no deposit goes unacknowledged.
Automated Daily Title Closing Calendar Digest
WebRun pulls today's and tomorrow's scheduled closings from ResWare every morning and posts a structured digest to Slack so your team walks in fully prepared for every closing on the calendar.
Automated Title Commitment Cure Worklist
WebRun reads open title commitment exceptions in SoftPro, groups them by order, and builds your team a prioritized cure worklist so every exception is resolved before closing.
Automated Title Closing Milestone Updates
WebRun tracks each order in Qualia or SoftPro, identifies the current milestone, and drafts a status update to buyers, sellers, and agents so everyone knows what happens next.
Automated Title Closing Deadline Tracker
WebRun reads every active order in ResWare, calculates days to each closing and contingency deadline, and posts your team a daily countdown digest in Slack so critical dates never slip.
Automated Title Order Status Updates for Agents
WebRun reads active orders in Qualia, identifies meaningful milestone changes since the last update, and drafts a concise order status email for each referring real estate agent.
Automated Weekly Inspection Revenue Report
Every Monday, WebRun pulls last week's completed jobs and invoices from Spectora and QuickBooks, tallies revenue and job counts, and posts a clean summary to Slack.
Automated Home Inspection Review Request Emails
After a completed inspection, WebRun drafts a polite review request email for the client, pointing them to Google or your preferred review platform, ready for your approval.
Automated Inspection Report Delivery Emails
After a report is finalised in HomeGauge, WebRun drafts a delivery email with the report link and a clear prompt to review the findings, ready for your approval.
Automated Inspection Re-Inspection Follow-Up
After a report flags items needing re-inspection, WebRun drafts a follow-up email offering to schedule the re-inspection, ready for your approval before it goes to the client.
Automated Pre-Inspection Client Reminders
The evening before each booked inspection, WebRun drafts a reminder with the time, address, and what to expect, ready for your approval before it goes to the client.
Automated Home Inspection Lead Response
The moment a new lead arrives from any source, WebRun drafts a personalised acknowledgement email and queues it for your approval so no lead waits more than a few minutes for a response.
Automated Daily Inspection Schedule Digest
Each morning, WebRun pulls tomorrow's confirmed jobs from Spectora and posts a clean daily schedule digest to your team Slack channel.
Automated Home Inspection Booking Follow-Up
When a new inquiry arrives, WebRun reads the details, drafts a personalised reply with your available slots, and queues it for your approval before sending.
Automated Home Inspection Annual Maintenance Recall
Once a year, WebRun identifies past clients who are due for a maintenance inspection, drafts a personalised recall email for each, and queues the batch for your approval.
Automated Pre-Inspection Agreement E-Sign Chaser
WebRun checks each morning for upcoming jobs without a signed agreement, drafts a polite e-sign chaser for each client, and queues the drafts in Gmail for your approval.
Automated Inspection Referral Thank-You Emails
After a job linked to a referring agent is completed in Spectora, WebRun drafts a personalised thank-you email to the agent, ready for your sign-off.
Automated Inspection Agent Referral Pipeline Report
Every Monday, WebRun pulls completed jobs from Spectora, groups them by referring agent, tallies referral counts and revenue, and posts the summary to Slack.
Automated Storage Website Lead Follow-Up
When a prospect submits an inquiry on your storage website, WebRun logs them to a lead sheet, drafts a personalised reply email for staff to approve, and posts an internal alert so no lead sits unanswered.
Stora Automated Daily Occupancy Report
Every morning, WebRun pulls your occupancy data from Stora, logs the breakdown to Google Sheets, and posts a clean daily snapshot to Slack so your team always knows what is rented, vacant, and reserved.
Stora Automated Tenant Insurance Expiry Reminders
Every week, WebRun checks Stora for tenants whose stored-goods insurance is expiring in the next 30 days, drafts a renewal reminder for each one, and logs the list to Google Sheets for staff review before any notice is sent.
SiteLink Weekly Storage Revenue Management Report
Every Monday, WebRun pulls current street rates and occupancy from SiteLink, calculates revenue per available unit across each size, logs the results to Google Sheets, and posts a management summary to Slack.
Stora Automated Reservation Confirmation Drafts
When a new reservation is made through Stora, WebRun drafts a confirmation email with pre-arrival instructions and facility details for a staff member to review before sending to the prospective tenant.
SiteLink Automated Rate Increase Notice Drafts
WebRun reads your scheduled rate increases in SiteLink, identifies the affected tenants, and drafts a personalised notice for each one. No notice is sent until a manager reviews and approves the batch.
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