产权保险与托管

产权保险与托管的自⁠动⁠化⁠模⁠板

12 个现成工作流，专为产权保险与托管打造。每个都对应团队每周要做的一项实际工作，直接在您常用的工具里完成。这里最常用的应用：Slack、Gmail、Google Sheets。

启用第一个工作流按应用浏览

Automated Wire Instruction Verification Reminders

WebRun identifies closings with unconfirmed wire instructions in Qualia and drafts a caution-framed verification reminder to the sending party. Wire fraud is a leading real estate scam: always verify instructions by phone before sending funds.

Automated Weekly Title Order Pipeline Report

WebRun pulls the week's order activity from SoftPro every Monday, calculates open orders, closings completed, revenue, and pipeline velocity, and posts a structured report to Slack and Google Sheets for leadership review.

Google Sheets›

Automated Title Company Review Requests After Closing

WebRun identifies orders that closed in the last one to three days in Qualia and drafts a warm, personal review request email to the buyer and seller so your firm builds its online reputation without any manual effort.

Automated Post-Closing Recording Status Tracker

WebRun checks recording status for recently closed orders in ResWare, logs each document's progress, and alerts your team to any recording that is delayed or needs follow-up with the county.

Google Sheets›

Automated Lender Payoff Request Follow-Up

WebRun monitors outstanding payoff requests in Qualia, identifies any that are aging or overdue, and drafts a polite follow-up to the lender so your team never has to chase manually.

Automated Title Order Missing Document Chaser

WebRun scans your title orders in SoftPro for outstanding required documents, drafts a polite chaser to the responsible party, and logs the outstanding items in a tracking sheet.

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.

Google Sheets›

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.

Google Sheets›

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.

Google Sheets›

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.

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