1031 exchange intermediaries

1031 exchange intermediaries automation templates

10 ready-made workflows for 1031 exchange intermediaries. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Accruit Exchange Manager Pro, Slack and Google Sheets.

1031 exchange intermediaries
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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.
Accruit Exchange Manager ProSlackGoogle Sheets
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.
Accruit Exchange Manager ProDocuSignGmail
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.
Accruit Exchange Manager ProSlackGoogle Sheets
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.
Accruit Exchange Manager ProQuickBooksSlack
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.
Accruit Exchange Manager ProTwilioOutlook
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.
Accruit Exchange Manager ProDocuSignOutlook
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.
Accruit Exchange Manager ProGoogle CalendarSlack
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.
Accruit Exchange Manager ProGoogle SheetsSlack
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.
Accruit Exchange Manager ProOutlookDocuSign
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.
Accruit Exchange Manager ProOutlookGoogle Sheets

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