ApproveThis manages your HomeList Integration approvals.

Why Combine ApproveThis and HomeList?

HomeList bridges the gap between realtors and homeowners by maintaining relationships long after a sale closes. But managing approvals for client requests, vendor contracts, or internal processes within real estate workflows often creates bottlenecks. ApproveThis removes friction by automating decision-making steps while keeping HomeList’s customer data at the center. Together, they create a system where client updates trigger approval workflows, and approved actions automatically sync back to HomeList – all without manual data entry or chasing down signatures.

Key Benefits for Real Estate Teams

Integrating these platforms through Zapier turns reactive processes into proactive systems. For example, when a homeowner submits a renovation request via HomeList, ApproveThis can route it to the property manager, contractor, and HOA board with calculated cost estimates. Approvers receive email notifications and can approve directly from their inbox, even if they don’t have HomeList access. This is particularly useful for:

• Brokerages: Automate client onboarding checklists requiring signatures from multiple stakeholders.
• Property Managers: Streamline maintenance requests with auto-escalation if quotes exceed budget thresholds.

Because ApproveThis doesn’t require external approvers to have HomeList licenses, teams avoid costly seat fees when collaborating with vendors or clients.

Real-World Use Cases

1. Client Onboarding with Built-In Compliance Checks

When a realtor adds a new homeowner to HomeList, Zapier triggers ApproveThis to start a customized approval chain. For example, property management firms might require:

• HOA board approval for exterior modifications
• Insurance verification for contractors
• Client sign-off on service agreements

ApproveThis routes documents to each party sequentially, using calculated fields to flag discrepancies in insurance coverage amounts against HOA requirements. Once all approvals are secured, HomeList automatically updates the homeowner’s profile with compliance status.

2. Maintenance Request Escalation

A homeowner submits a leak repair request through HomeList. The Zapier integration pushes this to ApproveThis, where:

• The system checks if the repair cost estimate exceeds $1,000 using approval thresholds
• If under threshold, only property manager approval is needed
• If over, the request escalates to the owner via email with contractor bids attached

Approved work orders sync back to HomeList with scheduled dates, while denials trigger automated follow-up tasks for clarification.

Advanced Features That Add Value

ApproveThis enhances HomeList’s capabilities in three key areas:

Conditional Routing

Create rules like: “If renovation type = electrical, require licensed contractor approval.” This ensures compliance without manual oversight.

Vacation Delegation

When a listing agent is unavailable, ApproveThis temporarily reassigns their pending HomeList client approvals to a designated team member, preventing delays.

Real-Time Dashboards

Track all HomeList-related approvals in one place – see which client requests are pending HOA review or which vendor contracts need renewal signatures.

Setting Up the Integration

Connect HomeList and ApproveThis in under 15 minutes:

1. Create a Zapier account (if you don’t have one)
2. Choose a trigger event from HomeList (e.g., “New Customer Added”)
3. Select ApproveThis as the action app
4. Map HomeList fields to your ApproveThis template
5. Test with a sample request

For complex workflows, use ApproveThis’ conditional logic to add approval steps only when specific criteria are met (e.g., high-value property listings requiring legal review).

Department-Specific Advantages

Sales Teams

Automate commission approval requests when a HomeList client closes a deal. ApproveThis routes the deal memo to accounting and leadership, syncing approved payments back to HomeList for visibility.

Operations

When homeowners submit emergency repair tickets via HomeList, ApproveThis immediately notifies on-call staff via SMS and email, prioritizing critical requests.

Finance

Link vendor invoices in HomeList to approval workflows that require three-way matching (purchase order, delivery receipt, invoice) before payment authorization.

Why This Integration Works

HomeList excels at client data management but isn’t built for complex approval chains. ApproveThis adds structured decision-making without disrupting existing processes. For instance, realtors can keep using HomeList as usual while ApproveThis handles:

• External approvals from inspectors or title companies
• Internal cross-departmental sign-offs
• Compliance audits with automatic documentation trails

Next Steps

To see how this integration works for your team:

Register for ApproveThis and connect your HomeList account via Zapier. For personalized guidance, schedule a demo where we’ll build a custom approval workflow based on your current HomeList processes.