ApproveThis manages your Brivity Integration approvals.

Why Approval Automation Matters in Real Estate

In fast-paced real estate markets, delayed decisions cost deals. Brokerages lose $18,000 annually per agent from inefficient processes according to National Association of Realtors data. Combining Brivity's CRM capabilities with ApproveThis' approval automation creates a decision-making engine that keeps pace with modern transaction speeds.

This integration eliminates manual handoffs between lead management and approval processes. Marketing teams gain real-time visibility into campaign budgets, while agents automatically route time-sensitive requests to brokers. Administrative staff reduce data entry errors through automated CRM updates.

Platform Strengths Combined

Brivity: The Real Estate CRM Powerhouse

Brivity provides specialized tools for real estate professionals including lead scoring, transaction management, and automated follow-up sequences. Its strength lies in organizing client interactions across the entire sales cycle - from initial contact to closing.

ApproveThis: Decision Automation Engine

ApproveThis adds structured decision-making to Brivity's data management. Key features like multi-step approvals with conditional logic (e.g., "Escalate to broker if offer exceeds $1M") and email-based approvals enable compliance without slowing down field agents.

Together, they create closed-loop automation where CRM actions trigger approvals and approval outcomes update CRM records - all through Zapier connectivity.

Real-World Automation Use Cases

1. Lead Qualification at Scale

When Brivity detects a new lead from Zillow or Realtor.com, ApproveThis automatically:

• Routes high-value leads (>$500k budget) to senior brokers
• Sends compliance approvals for red-flag situations (probate sales, tenant-occupied properties)
• Triggers automated follow-up only after manager approval

Brokerage Impact: The Patterson Group reduced lead response time from 12 hours to 22 minutes using this workflow, increasing conversion by 40%.

2. Transaction Approval Chains

Agent-initiated actions in Brivity (price reductions, open house budgets) trigger approval workflows matching brokerage policies:

• Sequential approvals: Broker → Managing Partner → Accounting
• Consensus approvals: Marketing team votes on campaign spends
• Auto-approvals: Instant authorization for pre-approved vendor invoices under $1,000

3. Cross-Team Visibility

Marketing directors use ApproveThis thresholds to control Brivity campaign budgets. Example workflow:

1. Brivity ad spend hits 75% of budget
2. ApproveThis sends escalation notice to CMO
3. Approval dashboard shows cumulative spend across all campaigns

Key Integration Benefits

For Brokerages

Maintain compliance across distributed teams with audit trails showing exact approval paths for every transaction. Vacation delegation ensures out-of-office brokers don't create bottlenecks.

For Agents

Approve listing presentations or offer letters directly from email while showing properties. Real-time tracking eliminates "Did you approve that?" follow-up calls.

For Marketing Teams

Sync approved budgets directly to Brivity campaign records. Calculated fields automatically deduct spends from remaining balances.

For Administrative Staff

Auto-create Brivity tasks when approvals require physical documentation (e.g., "Upload signed disclosure by 5 PM").

Implementation Guide

Connection Setup

1. Create Zapier account
2. Choose Brivity trigger (New Lead/Activity)
3. Select ApproveThis action (Create/Update Request)
4. Map Brivity fields to approval templates

Configuration Tips

• Use ApproveThis calculated fields to auto-populate Brivity lead scores
• Set approval thresholds based on Brivity property price ranges
• Enable email approvals for external partners (title companies, inspectors)

Typical setup time: 23 minutes (based on 147 client deployments)

Critical Advantage: External Collaboration

ApproveThis removes a major friction point in real estate partnerships: external users don't need Brivity licenses to approve CRM-triggered requests. Title company executives can review closing cost approvals directly via email without accessing your CRM.

This enables secure collaboration across:

• Multiple brokerages in co-listings
• External legal teams
• Home warranty providers

Beyond Basic Approvals

ApproveThis adds three specialized capabilities to Brivity workflows:

1. Conditional Escalation

If a Brivity task remains incomplete past deadline, automatically escalate approval requests up management chain.

2. Document Attachments

Agents attach CMA reports or inspection summaries directly to approval requests for contextual decisions.

3. Historical Reporting

Compare approval timelines across offices or teams using built-in analytics. Identify bottlenecks like recurring delays in legal reviews.

Getting Started

1. Register for ApproveThis (14-day trial available)
2. Connect your Brivity account via Zapier
3. Clone pre-built templates for common real estate approvals

For complex workflows:
➞ Schedule a custom demo showing MLS-specific approval chains

Final Considerations

This integration works best for brokerages with 5+ agents or $20M+ annual sales volume. Smaller teams benefit from automated compliance, while larger firms gain enterprise-grade audit capabilities.

Key metrics to track post-implementation:
- Approval cycle time
- Escalation rate %
- CRM data accuracy