Track buyer financing so unfunded deals don't waste time
Every Monday, WebRun opens BizBuySell to check which active buyers have moved past initial inquiry, logs each one's SBA prequalification and proof of funds status in Google Sheets, and drafts a Gmail follow-up for anyone whose financing paperwork is still outstanding.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track buyer financing so I don't waste time on unfunded deals?
Every Monday, WebRun checks BizBuySell for active buyers past initial inquiry, logs each one's SBA prequalification and proof of funds status in Google Sheets, and drafts a Gmail follow-up for anyone still missing paperwork after 10 days. You review and send it, so no unfunded buyer eats up your time unnoticed.
- Unfunded buyers get surfaced before they eat up weeks of your time
- Every buyer's financing status stays current in one tracker
- Missing paperwork gets a specific, drafted follow-up instead of a generic nudge
Built for business brokers · M&A advisors · main street brokerages · deal coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.bizbuysell.comin a real browser with your saved login - no setup, no API keys. -
1
BizBuySell - find active buyers past initial inquiry
bizbuysell.com How to Automate BizBuySell
WebRun opens BizBuySell to find active buyers past initial inquiry. - Open BizBuySell and pull buyers who have moved past initial inquiry on an active listing
- Capture the buyer name, listing, and the stage they're currently in
Done when Every active buyer past initial inquiry is listed with their stage.
-
2
Google Sheets - track prequalification and proof of funds
google.com How to Automate Google Sheets
WebRun opens Google Sheets to track prequalification and proof of funds. - Update the financing tracker with each buyer's SBA prequalification and proof of funds status
- Mark each buyer as Verified, Pending, or Not Started
- Flag any buyer stuck at Pending for more than 10 days
Done when Every active buyer's financing status is current in the tracker.
-
3
Gmail - draft a follow-up for missing paperwork
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow-up for missing paperwork. - Draft a friendly follow-up for each buyer flagged Pending or Not Started
- Ask specifically for the SBA prequalification letter or proof of funds still missing
- Leave every draft unsent in Gmail for your review
Done when A ready-to-send follow-up draft sits in Gmail for every buyer with outstanding financing paperwork.
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 email buyers without my approval?
No. Every financing follow-up is left as an unsent Gmail draft. WebRun never emails a buyer on its own, you review and send each one.
Does it verify the buyer's financing itself?
No. It tracks whatever status you or the buyer's lender confirms in the sheet. WebRun's job is surfacing who is still missing paperwork, not underwriting anyone.
What if a buyer proves funds outside SBA financing?
Mark them Verified in the tracker sheet with the proof of funds type you accept, such as cash or a conventional loan. WebRun reads that status on the next run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.