ApproveThis manages your iSoftpull Integration approvals.

Let’s cut to the chase: if your business deals with credit checks – whether you’re approving loans, onboarding tenants, or vetting contractors – you’re stuck between two nightmares. Slow approvals make you look unprofessional. Rushed decisions put you at risk. Enter ApproveThis and iSoftpull. Together, they automate the grunt work of credit-based approvals so you can stop chasing signatures and start closing deals faster.

Why This Combo Works Like a Secret Weapon

ApproveThis isn’t just another “approval button” tool. It’s built for companies where every “yes” needs eyes from finance, legal, or department heads. iSoftpull doesn’t just run credit reports – it gives you the real-time data lenders and property managers actually trust. Connect them via Zapier, and you’ve got a system where:

• Credit checks trigger approval workflows automatically
• Approval decisions pull the right credit reports at the right time

Example: A regional bank uses this integration to process 73% more loan applications monthly. How? Auto-pulling credit scores when loan officers approve initial reviews, skipping 2 days of manual back-and-forth.

The Nuts and Bolts: How They Fit Together

ApproveThis handles the “who needs to sign off” chaos. Custom workflows mean the CFO only sees requests over $50K, while branch managers handle smaller approvals. iSoftpull’s soft/hard pull automation keeps credit checks legal and consistent. Zapier acts as the messenger between them – no coding needed.

Key Features You’ll Actually Use

For ApproveThis: Approval thresholds (auto-approve scores above 700), email approvals (CEOs can sign off from their inbox), and vacation routing (no more “waiting for Karen to get back from Maui”).

For iSoftpull: Instant Equifax/TransUnion reports, soft pulls that don’t ding credit scores, and hard pulls that stay compliant.

Real-World Use Cases That Don’t Suck

1. Mortgage Processing That Doesn’t Put Clients to Sleep

The Problem: Loan officers waste hours manually sending credit reports to underwriters, then waiting for approval.

The Fix: Zapier auto-creates an ApproveThis request when iSoftpull processes an applicant. Underwriters get the full report + calculated debt-to-income ratios. They approve/deny in 2 clicks. Bonus: ApproveThis logs every decision for compliance audits.

2. Property Managers Screening Tenants Without the Drama

The Problem: Rental applications pile up because landlords need 3 approvals (owner, property mgmt, legal) before running credit.

The Fix: New ApproveThis request = automatic soft pull via iSoftpull. All parties see the same report. Legal only gets looped in if credit score is below 650. Approvals take hours, not weeks.

3. Auto Dealerships That Don’t Lose Buyers to Paperwork

The Problem: Sales teams can’t close deals because finance managers are buried in manual credit checks.

The Fix: Sales starts an ApproveThis request with buyer info. iSoftpull auto-runs a hard pull only after sales manager approves. Finance gets pre-vetted leads. Deals close same-day.

Who Benefits (Besides Your Sanity)

Finance Teams: Set credit score thresholds that auto-approve/reject applications. Escalate borderline cases to humans.

Legal/Compliance: Every credit pull is logged with approval trail. No more rogue hard pulls tanking your audit.

External Partners: Landlords, dealers, or franchisees can approve requests without getting iSoftpull logins. (They don’t need a license – you control access.)

Setup That Won’t Make You Rage-Quit

1. Connect ApproveThis and iSoftpull via Zapier (15 minutes)
2. Build your first Zap: Trigger = New iSoftpull report → Action = Create ApproveThis request
3. Add conditional logic in ApproveThis (e.g., “If score > 700, auto-approve”)

Pro Tip: Use ApproveThis’ calculated fields to auto-add debt-to-income ratios or risk scores to requests.

The Bigger Picture: Why This Isn’t Just About Speed

Yes, you’ll process approvals 3x faster. But the real win? Consistency. Manual processes let junior staff make risky exceptions. Automated workflows enforce rules every time. Plus, with ApproveThis’ real-time tracking, you can spot bottlenecks – like that VP who always sits on requests for 3 days.

Common Objections (And Why They’re BS)

“We need human judgment!” – So do we. That’s why ApproveThis only automates the busywork. Humans still make the final call.

“Our process is too complex.” – Cool. ApproveThis handles multi-step approvals across teams. iSoftpull integrates with your existing CRM. You’re covered.

Bottom Line

If you’re doing more than 20 credit-based approvals a month, this integration pays for itself in reduced screw-ups alone. Add the time saved from herding approvers? It’s a no-brainer.

Next Step: Register for ApproveThis or book a 15-minute demo. Bring your messiest approval process – we’ll show you how to fix it.