Immobilier et gérance
Immobilier et gérance : modèles d'automatisation, page 5
226 workflows prêts à l'emploi dans la catégorie Immobilier et gérance. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Slack, Gmail et Google Sheets.
Automated 1031 Identification Form Alerts
Each morning, WebRun checks exchanges past their identification date in Accruit Exchange Manager Pro, finds any with no signed identification form on file, logs the exceptions to a Google Sheet, and posts the team a Slack alert.
Automated Aged Receivables Digest
Every Monday, WebRun reads open client invoices in QuickBooks, ages each balance by account, and sends you a Telegram digest of receivables with the oldest and largest balances first.
Automated 1031 Assignment Notice Drafts
When an exchange reaches closing in Accruit Exchange Manager Pro, WebRun prepares the assignment notice, sets up a DocuSign envelope for the settlement agent, and drafts a cover email in Gmail, leaving everything queued for a facilitator to send.
Automated Abstract Delivery Invoicing
Every few minutes, WebRun finds title orders marked delivered in AbstractorPro and drafts the matching client invoice in QuickBooks, left unsent for you to review and send.
Automated 1031 Deadline Risk Digest
Each morning, WebRun reviews every active exchange in Accruit Exchange Manager Pro, flags the ones nearing a 45-day or 180-day deadline, logs them to a Google Sheet watchlist, and posts the team a ranked Slack risk digest.
Automated Abstractor Performance Tracking
Every Monday, WebRun reads each abstractor's five-star performance grades in AbstractorPro, logs the trend to Google Sheets, and posts a Slack alert on anyone slipping below your rating bar.
Automated 1031 Escrow Reconciliation
Each morning, WebRun reads the qualified escrow balance held for each exchange in Accruit Exchange Manager Pro, compares it to the bank ledger in QuickBooks, and posts the team a Slack digest of matches and any mismatches to investigate.
Automated Property Report Delivery
Every few minutes, WebRun finds title orders whose property report is complete in AbstractorPro and drafts a delivery email to the client in Gmail, left unsent for you to review before it goes out.
Automated 1031 Identification Reminders
As the 45-day window narrows, WebRun reads exchanges in Accruit Exchange Manager Pro that still lack a replacement-property identification, drafts a text in Twilio and an email in Outlook to the taxpayer, and leaves both for a facilitator to send.
Automated Overdue Abstractor Chasing
Every morning, WebRun finds assigned orders whose search results are overdue in AbstractorPro and drafts a friendly chase message to each abstractor in Gmail, left unsent for you to review.
Automated 1031 Exchange Agreement Drafts
For each confirmed exchange, WebRun assembles the agreement package in Accruit Exchange Manager Pro, prepares a DocuSign envelope for the taxpayer, and drafts a cover note in Outlook, leaving everything queued for a facilitator to send.
Automated Open Order Status Digest
Every morning, WebRun reads all open title orders in AbstractorPro, groups them by status, and sends you a Telegram digest of the whole pipeline at a glance.
Automated 1031 180-Day Deadline Tracking
Each morning, WebRun reads active exchanges in Accruit Exchange Manager Pro, calculates the 180-day completion deadline and days remaining for each, writes each as a Google Calendar milestone, and posts the team a Slack countdown.
Automated Overdue Title Order Alerts
Every morning, WebRun checks AbstractorPro for open title orders that are past their promised turnaround, ranks them by how late they are, and posts the team a Slack worklist.
Automated 1031 45-Day Deadline Tracking
Each morning, WebRun reads active exchanges in Accruit Exchange Manager Pro, works out the 45-day identification deadline and days remaining for each, logs them to a Google Sheet, and posts the team a Slack countdown.
Automated Abstractor Order Assignment
Every few minutes, WebRun finds unassigned title orders in AbstractorPro, matches each one to an abstractor who covers that county from your Google Sheets roster, and assigns it, then posts the assignments to Slack.
Automated 1031 Party Detail Collection
For each new exchange, WebRun checks Accruit Exchange Manager Pro for missing taxpayer and settlement-agent details, drafts a short request email in Outlook, and queues a DocuSign intake form, leaving both for a facilitator to send.
Automated Title Order Acknowledgments
Whenever a new title order arrives in AbstractorPro, WebRun reads the property and client details and drafts a warm acknowledgment reply in Gmail, left unsent for you to review.
Automated Accruit Exchange File Intake
When a settlement agent emails a new relinquished-property sale, WebRun reads the closing details, opens a matching exchange file in Accruit Exchange Manager Pro, and logs the new matter to a Google Sheet intake log.
Buildout Automated Tenant Prospect Nurture Reminders
WebRun checks Buildout for contacts due for a scheduled touchpoint, drafts a personalized check-in for each one, and adds a Mailchimp nurture step so no relationship goes cold.
Buildout Automated Property Tour Follow-Up Drafts
After a property tour is completed in Buildout, WebRun drafts a personalized follow-up for the prospect while the showing is still fresh, so brokers never miss the most important touchpoint.
Buildout Automated Commission Invoice Chaser
WebRun checks QuickBooks for overdue commission invoices, matches each to its Buildout deal, and drafts a polite follow-up to the responsible party for broker review.
Buildout Automated CRE Lead Intake Routing
When a new listing inquiry or tenant lead arrives, WebRun reads the property type, deal size, and geography, then routes it to the right broker in Buildout and pings the team in Slack.
Buildout Automated Daily Deal Status Digest
Every morning, WebRun opens Buildout, pulls the status of every active deal, and posts a concise digest to Slack so your brokerage team knows exactly where each transaction stands.
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