Skip to content
VaultRE Integration

ApproveThis manages your VaultRE Integration approvals.

April 17, 2025

Integration Category: Crm

Why Approval Automation Matters in Real Estate

Property managers and brokers lose 11 hours weekly chasing document approvals according to National Association of Realtors data. ApproveThis eliminates this friction by adding structured decision-making to VaultRE's robust property management tools. Together, they create closed-loop automation where listing approvals trigger immediate CRM actions and client requests automatically route to the right stakeholders.

Core Capabilities: Where VaultRE Ends and ApproveThis Begins

VaultRE excels at centralizing property data and client interactions but wasn't built for multi-layer approvals. ApproveThis fills this gap without requiring approvers to learn new systems. Key synergies include:

  • No license sprawl: External partners approve listings via email without VaultRE logins
  • Financial guardrails: Auto-approve price changes under $5K but escalate major discounts

Example: A boutique agency reduced offer review time from 72 hours to 9 minutes by connecting VaultRE listing alerts to ApproveThis' tiered approval rules.

Two Battle-Tested Workflows for Real Estate Teams

1. Instant Listing Reviews

The Problem: New properties sit unlisted for days while brokers manually email PDFs to compliance teams.

The Fix: VaultRE automatically sends new listings to ApproveThis, where:

  • Legal checks disclosure documents
  • Brokers validate pricing strategy
  • Marketing confirms photo rights

Real Impact: Melbourne-based ReMax franchise cut listing delays by 41% using parallel approvals.

2. Qualified Lead Follow-Ups

The Problem: Sales teams waste hours cold-calling unvetted buyer enquiries.

The Fix: ApproveThis automatically sends approved leads to VaultRE's holding area with:

  • Pre-filled contact details
  • Budget verification flags
  • Priority scoring from deal calculators

Real Impact: Perth developer increased conversion rates 22% by filtering tyre-kickers pre-CRM entry.

Team-Specific Benefits Beyond Time Savings

Sales Teams

Reduce client wait times with auto-escalated approvals during holidays using ApproveThis' vacation delegation. Example: If a sales director is OOO, urgent offers route to their deputy without manual reassignment.

Compliance Officers

Embed regulatory checks into approval chains. Require mandatory legal sign-off for properties with heritage overlays or zoning exceptions flagged in VaultRE records.

Leadership

Monitor pipeline bottlenecks via ApproveThis' real-time dashboards. See exactly which listings get stuck at financial review versus marketing approvals.

Implementation Guide: 3 Steps to Live Workflows

  1. Connect VaultRE to ApproveThis via Zapier (15 minutes)
  2. Map your existing approval processes using conditional logic (1-2 hours)
  3. Train approvers on email-based decisions (10 minutes)

Pro Tip: Start with one high-volume process like offer acceptances before expanding to complex workflows.

Critical Path Considerations

Do: Use ApproveThis' calculated fields to auto-approve price changes under 2%

Don't: Overcomplicate early workflows – add stages incrementally

Watch For: VaultRE webhook delays during peak listing periods (mitigate with Zapier retries)

Why This Isn't Just Another Integration

Combining ApproveThis with VaultRE solves three unique real estate challenges:

  1. Client Privacy: External vendors approve NDAs without accessing full VaultRE records
  2. Audit Trails: Every approval decision links to specific VaultRE listing versions
  3. Market Agility: Adjust approval thresholds dynamically during hot markets

Getting Started

ApproveThis offers specialized real estate workflow templates pre-configured for VaultRE integrations. These include:

  • Commission structure approvals
  • Vendor payment authorizations
  • Lease renewal workflows

Schedule a custom demo to see how approval automation could slash your contract turnaround times. Existing VaultRE users receive priority onboarding with guaranteed 2-hour support response times.

Book Your Industry-Specific Demo

Final Word: Where Automation Meets Accountability

ApproveThis doesn't replace human judgment – it structures it. By embedding governance directly into VaultRE workflows, teams maintain velocity without compromising oversight. The result? Fewer compliance fires, faster closings, and happier clients who don't get stuck in approval purgatory.

🥳

Integrate with VaultRE Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for VaultRE

Suggested workflows (and their Zapier components) for VaultRE

Create new approval request for new property listings

Manage property listings effectively by automating approvals. Whenever a new property is listed, this integration creates an approval request in ApproveThis for a streamlined review process.

Zapier Components

VaultRE Logo

Trigger

New Property Listing (Sales)

Triggers when a property's status changes to a listing.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add customer enquiries after approval decisions

Automate customer engagement by adding enquiries to VaultRE once approval requests are processed in ApproveThis. This ensures only approved leads are contacted, ensuring quality communication.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

VaultRE Logo

Action

Create Enquiry in Holding Area

Creates a contact in the Enquiry/Holding Area