ApproveThis manages your TotalBrokerage Integration approvals.

When Paperwork Meets Progress

Let’s cut the fluff: real estate brokerages don’t get paid for pushing paperwork. Every hour spent chasing signatures or verifying client details is an hour not spent closing deals. That’s where pairing TotalBrokerage’s end-to-end management with ApproveThis’s approval automation creates something better than coffee – actual time savings that compound daily.

TotalBrokerage handles the heavy lifting of client relationships and transaction tracking. ApproveThis handles the gatekeeping. Together through Zapier, they create a self-running system where approvals happen in the background while your team focuses on what actually moves needles.

Why This Combo Works for Mid-Sized Brokerages

Companies between 50-5k employees hit a sweet spot: enough volume to need structure, but not enough bureaucracy to tolerate slowdowns. Manual approvals become the silent killer at this stage. The fix isn’t more software – it’s connecting the tools you already use to act instead of just storing.

What Changes Immediately

ApproveThis plugs into TotalBrokerage via Zapier to handle four specific friction points:

• Account activation delays: New client accounts wait for manager nods
• CRM black holes: Approval decisions not reflected in client records

Example: A 200-agent firm auto-routes new client onboarding docs through ApproveThis. Managing brokers approve directly from email while touring properties. TotalBrokerage CRM updates in real-time – no desk required.

Real-World Workflows That Don’t Suck

1. Auto-Verify New Accounts Before They Go Live

The Problem: Compliance requires new client accounts get reviewed. Reality requires it happens before lunch.

The Fix: When TotalBrokerage detects a new account, ApproveThis pings the right manager via email. They approve/deny in one click. Approved? Account activates instantly. Denied? Agent gets feedback without 3 days of Slack pings.

Bonus: Use ApproveThis’s approval thresholds to auto-approve accounts under $10k in potential commission, freeing up human eyes for bigger fish.

2. Sync CRM Status Without Data Entry

The Problem: Approved a contract amendment? Great. Now update 12 fields in TotalBrokerage manually. Or don’t, and risk commission disputes.

The Fix: ApproveThis triggers CRM updates the moment any request is resolved. Approved vendor bids auto-populate in the deal sheet. Denied inspection waivers flag the file for renegotiation.

3. Audit Trail Without the Paper Trail

Ever tried finding why a deal got delayed 8 months ago? ApproveThis timestamps every decision and attaches notes directly to TotalBrokerage records. Compliance gets their paper trail without the actual paper.

Setup That Doesn’t Require IT (Seriously)

If you can order DoorDash, you can connect these tools:

1. Log into Zapier
2. Choose “New Account” trigger in TotalBrokerage
3. Select “Create Approval Request” in ApproveThis
4. Map TotalBrokerage fields to ApproveThis template
5. Test with a dummy account

Total time: Under 15 minutes. Ongoing cost: $0 (besides Zapier’s plan). The kicker? Approvers don’t need TotalBrokerage logins – huge when dealing with external partners or legal teams.

Who Actually Benefits Here?

Operations Teams

No more playing approval operator. Set rules once in ApproveThis (like escalating anything over $50k to the VP) and let it route requests correctly every time. Vacation delegation means no bottlenecks when people take PTO.

Sales Agents

New leads get approved faster. Change requests to existing deals don’t sit in limbo. Calculated fields in ApproveThis auto-flag conflicts (like overlapping closing dates) before they become your problem.

Compliance Officers

Every decision is logged with who approved what and when. Custom workflows ensure mandatory reviews happen pre-closing. Real-time dashboards show pending items without micromanaging.

The Quiet Advantages You’ll Only Notice Later

Yes, approvals get faster. But the real wins are cumulative:

• Fewer “Hey, did you see my approval request?” follow-ups
• No more version control issues with updated contracts

A Midwest brokerage using both tools cut their average deal approval time from 72 hours to 9. Not because they worked faster – because they stopped working around their tools.

When Not to Use This Integration

If your team thrives on chaos and last-minute fire drills, maybe skip it. Also, if you have 3 employees total, the ROI might not be there. For everyone else? It’s 2024 – manual approvals should be as extinct as fax machines.

Ready to Stop Being a Approval Middleman?

ApproveThis isn’t another platform to manage – it’s the glue between TotalBrokerage and actual work getting done. The setup takes less time than your next coffee run, and the trial won’t ask for your credit card.

Get started free or book a 10-minute demo tailored to real estate workflows. Your future self (the one leaving at 5 PM) says thanks.

FAQ

Q: Do approvers need TotalBrokerage access?
A: Nope. They approve via email or ApproveThis’s portal. Saves you license seats.

Q: What if we need multiple people to approve?
A: ApproveThis handles sequential or group approvals. Think “CFO then CEO” chains or requiring 3/5 partners to sign off.

Q: Can we modify workflows later?
A: Change approval rules anytime without IT. Added a new department? Update the workflow once and it applies globally.