ApproveThis manages your Stikkum Integration approvals.

When Alerts Meet Approvals: Why This Combo Works

Let's cut through the noise: mortgage teams don't need more software - they need less busywork. Stikkum's alerts tell you when clients' credit gets pulled or properties hit the market. ApproveThis handles the "who needs to sign off on this?" part. Together through Zapier, they turn reactive fire drills into systematic processes.

How It Actually Works

Connect Stikkum to ApproveThis in Zapier once, and you're set. When Stikkum detects a credit pull, property listing change, or web activity alert, it automatically:

• Creates an approval request with key details
• Routes it to the right person/team via email or dashboard
• Updates Stikkum's CRM once approved

Approvers don't need Stikkum logins - they click "Approve" in email. No license juggling when working with external partners.

Real Scenarios for Mortgage Teams

1. Credit Pull Alerts → Instant Underwriting Review

The Problem: Loan officers see credit checks daily, but compliance needs to verify legitimate pulls vs. red flags.

The Fix: Every Stikkum credit alert auto-creates an ApproveThis request for underwriting. Configure thresholds to auto-approve routine checks, escalate anything over $500k. Approval groups ensure 2+ eyes on high-risk files.

Example: Regional bank reduced compliance backlog 40% by auto-routing alerts based on loan size.

2. Property Listings → Faster Agent Signoffs

The Problem: New listings require manager approval before agents can pitch. Delays = lost deals.

The Fix: Stikkum property alerts trigger ApproveThis workflows with listing details pre-filled. Managers approve via email in <30 secs. Vacation delegation covers absent approvers automatically.

Example: Brokerage cut listing response time from 6 hours to 19 minutes average.

3. Web Activity Alerts → Lead Transfers Without Logins

The Problem: When high-value leads hit your site, sales teams fight over who "owns" them.

The Fix: Stikkum web alerts create approval requests to assign leads. Sales directors approve while commuting via email. Approved leads auto-transfer to chosen agent's CRM. Denied? Routes to general pool.

Why This Isn't Just "Another Integration"

ApproveThis adds structure to Stikkum's alerts that generic CRMs can't:

• Email approvals: 72% of approvals happen same-day when done via inbox
• Calculated fields: Auto-flag alerts needing review (e.g., "If credit score <620 AND loan amount >$800k, require VP signoff")
• Audit trails: Every approval decision tied to user, timestamp, notes

Setting It Up (Seriously, It's 15 Minutes)

1. Create a Zapier account if you don't have one
2. Choose "Stikkum" as trigger app
3. Pick an alert type (credit, property, etc.)
4. Select ApproveThis as action app
5. Map Stikkum alert data to ApproveThis request fields
6. Test with live data

Pro tip: Start with one alert type, then clone the Zap for others.

Who Benefits Most?

Compliance Teams

Auto-route high-risk alerts. Prove due diligence with audit logs during exams.

Sales Managers

Approve lead assignments from any device. No more "I didn't see the Slack message."

Operations

Track approval bottlenecks. Use data to justify hiring or process changes.

Common Questions (Before You Ask)

Q: Do approvers need ApproveThis logins?
A: Nope. They approve via email. Only admins need accounts.

Q: Can we customize approval rules?
A: Yes. Require 2/3 approvals for large loans, auto-approve renewals under $200k, etc.

Q: What if someone's OOO?
A: Vacation delegation reroutes requests. No more "Waiting on Janice" memes.

Bottom Line

Stikkum tells you when something happens. ApproveThis ensures the right people respond. Together, they turn chaotic alerts into tracked, measurable workflows.

Ready to stop herding approval cats? Get started with ApproveThis or schedule a 15-minute demo.