ApproveThis manages your INTAGENT Leads Integration approvals.

Why Approval Workflows Matter in Real Estate

In fast-paced industries like real estate, delays in lead management cost deals. Agents lose momentum when waiting for broker sign-offs on high-value listings. Property managers waste hours chasing approvals for tenant applications. Marketing teams struggle to track which leads meet budget thresholds for targeted campaigns. Traditional approval processes – scattered across emails, texts, and sticky notes – create bottlenecks that hurt revenue.

ApproveThis and INTAGENT Leads solve this problem together. INTAGENT captures leads through websites, social ads, and open house sign-ins. ApproveThis adds structure to what happens next. When connected via Zapier, these platforms automate decision-making without forcing teams to switch tools. Brokers approve listings while reviewing comps in their CRM. Property owners vet tenant applications during morning coffee. Marketing leads get instant alerts when high-priority opportunities need creative assets.

How the Integration Works

Zapier acts as the bridge between INTAGENT Leads and ApproveThis. When a new lead enters INTAGENT (like a $2M condo inquiry), Zapier triggers an approval request in ApproveThis. Key lead details – budget, location, timeline – auto-fill the request. Approvers receive an email with one-click approve/reject options. No INTAGENT license required. A property management CFO can review a tenant's income-to-rent ratio without logging into the CRM. Once approved, the lead status updates in INTAGENT, triggering next steps: agent assignments, follow-up tasks, or contract generation.

Key Features That Make This Work

Approval Thresholds: Automatically approve leads meeting criteria (e.g., "pre-qualified buyers above $1.5M"). Escalate others to senior brokers.
Calculated Fields: Compare lead budgets against current inventory prices. Flag mismatches before approval.
Vacation Delegation: Summer Fridays won’t delay deals. If a broker is out, requests reroute to their designee automatically.

Real-World Use Cases

1. High-Value Listing Approvals

A boutique agency specializes in luxury waterfront properties. Every new lead over $1.5M requires broker review to ensure alignment with seller expectations. Before ApproveThis, agents emailed spreadsheets and waited days for feedback. Now, INTAGENT triggers an approval request with the lead’s budget, preferred closing date, and past purchase history. The broker approves directly from their phone, and the agent receives an automated alert to schedule a showing.

2. Tenant Application Screening

A property management firm handles 300+ rental applications monthly. Leasing agents waste hours forwarding applications to landlords for review. With the integration, INTAGENT sends applicant income, credit score, and rental history to ApproveThis. Landlords get a summary email with "Approve" or "Request More Info" options. Approved tenants automatically move to lease drafting, while flagged applications route back to agents.

3. Marketing Budget Allocation

A real estate marketing team spends $50K/month on targeted Facebook ads. Leads from "luxury high-rise" campaigns require CMO approval if their budget exceeds $1M. The integration routes these leads to ApproveThis, where the CMO sees campaign ROI data alongside lead details. Approved leads trigger immediate ad budget increases for high-performing campaigns.

Setup in 3 Steps

Step 1: Create a Zapier account (free tier available).
Step 2: Set up your "Trigger" – select INTAGENT Leads > "New Lead."
Step 3: Choose ApproveThis as the "Action" > "Create Request." Map INTAGENT fields (budget, source) to ApproveThis template fields.
Pro Tip: Use ApproveThis’ calculated fields to auto-flag leads needing extra scrutiny (e.g., "Rent-to-income ratio < 3x").

Who Benefits Most?

Brokerages & Teams

Reduce listing approval time from days to hours. Senior brokers review key details without sifting through CRM noise. New agents follow compliant workflows without micromanagement.

Property Managers

Landlords approve applicants 67% faster (based on 2023 customer data). Automated reminders prevent application backlogs during peak rental seasons.

Marketing Departments

Align lead gen spend with sales priorities. Get instant approvals to scale successful campaigns or pause underperformers.

Why This Beats Manual Approvals

Traditional methods lack audit trails. ApproveThis logs every decision – who approved what, when, and why. If a luxury lead falls through, brokers review approval notes to identify process gaps. INTAGENT’s lead data stays synced, so agents never chase outdated information.

Overcoming Common Objections

"We don’t need more software."
ApproveThis doesn’t replace your CRM. It adds a decision layer to existing tools. Approvers use email; no new logins.
"Our process works fine."
Manual approvals cost time. A 10-minute delay per lead × 50 leads/week = 43 hours lost annually. For brokerages, that’s $6,450+ in wasted labor (at $150/hr).

Getting Started

Start with one workflow: luxury lead approvals or tenant screenings. Use pre-built templates to launch in under an hour. ApproveThis offers a 14-day free trial – no credit card needed. For complex setups, book a demo to explore custom thresholds and reporting.

Final Tip: Think Beyond Lead Approval

Once your team masters lead approvals, expand to other workflows:
- Contract renewals (trigger approvals 60 days before expiration)
- Commission structure changes
- Vendor invoice approvals tied to specific properties

Ready to eliminate approval bottlenecks? Start your free trial or explore INTAGENT Leads to modernize your real estate operations.