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Dotloop Integration

ApproveThis manages your Dotloop Integration approvals.

April 17, 2025

Integration Category: Crm

When Paperwork Meets Progress

Let’s be real: real estate runs on paperwork. But while Dotloop nails the transaction management side, approvals still gum up the works. Enter ApproveThis – the approval automation layer that turns “waiting for sign-off” into “done, what’s next?” Connect them via Zapier, and suddenly your team’s moving at the speed of actual business, not bureaucracy.

Why This Combo Works (Besides Saving Your Sanity)

Dotloop organizes transactions; ApproveThis organizes decisions. Together, they handle the two biggest time-sucks in real estate:

  • No more approval black holes: Track every sign-off in ApproveThis while Dotloop keeps docs tidy
  • Cut cross-team delays: Brokers approve commissions, agents greenlight listings, attorneys review contracts – all without logins or license fees for external partners

Example: A 200-agent brokerage slashed listing approval time from 3 days to 4 hours by auto-routing new listings from Dotloop to ApproveThis. No more “Did you see my email?” Slack storms.

Features That Actually Matter Here

ApproveThis isn’t just another checkbox tool. For real estate teams:

Approval Thresholds: Auto-approve routine expenses (like staging costs under $5k) but escalate big-ticket items to brokers. No manual triage needed.

Vacation Coverage: Agents out showing homes? Approvals auto-reassign so closings don’t stall.

Email Approvals: Title companies can sign off on docs directly from Gmail – no app logins required.

Real Deals, Real Automation

Use Case 1: From Approved Listing to Dotloop Loop in 60 Seconds

The Zap: New ApproveThis request approved → Create Dotloop loop

Who Cares: Brokerages managing 50+ concurrent listings. Every hour saved per listing = 50+ hours monthly.

How It Rolls: Marketing team approves final photos/video → Zapier auto-creates Dotloop loop with all assets attached → Listing goes live. No back-and-forth between creative and ops teams.

Use Case 2: Contracts Signed? Time to Pay Up

The Zap: Dotloop loop completed → Create ApproveThis payment request

Who Cares: Accounting teams drowning in commission approval emails. Especially firms using split commissions between agents.

Why It’s Gold: Loop closes → ApproveThis auto-generates payment request with calculated splits → Broker approves → Syncs to QuickBooks. Errors drop from manual entry? Gone.

Use Case 3: Compliance Without the Headache

The Zap: New Dotloop document added → Launch legal review in ApproveThis

Who Cares: Corporate legal teams reviewing 100+ leases annually. Or anyone tired of “Urgent!!!” emails at 4:55 PM.

The Win: Add lease agreement to Dotloop → Auto-route to legal team in ApproveThis with due date → Escalates if no response by 48hr mark. Late fees? Not on your watch.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. Basic flow:

  1. Connect Dotloop + ApproveThis to Zapier (15 mins max)
  2. Pick your trigger: “New Loop” in Dotloop or “Request Approved” in ApproveThis
  3. Map critical fields: Property addresses → approval descriptions, client emails → approver lists
  4. Test with a live deal (protip: use a test property like “123 Main St - Demo”)

Pro tip: Start with one workflow (like listing approvals) before automating everything. Even one automated process frees up 5-7hrs/week for most teams.

Which Teams Get the Biggest Wins?

Brokerage Owners

Scenario: You’ve got 75 agents closing 20+ deals/month each. Without automation, that’s 1,500+ approval points annually. With ApproveThis + Dotloop:

- See approval bottlenecks in real dashboards (no more surprise delays)
- Audit trails for every decision (hello, liability protection)
- Scale without hiring more ops staff

Transaction Coordinators

Your job: Keep deals moving. But chasing down signatures eats 30% of your day. The integration auto-pings approvers, tracks responses, and updates Dotloop. Suddenly you’re managing 20% more deals without overtime.

Commercial Real Estate Teams

Complex approvals (think: multi-stakeholder development deals) get structured routing:

- CFO → GC → Architect approval chain for change orders
- Auto-archive approved docs in Dotloop
- Compliance checks via Calculated Fields (e.g., “If budget exceeds $250k, require CEO sign-off”)

The Bottom Line

ApproveThis + Dotloop isn’t about flashy features – it’s about eliminating the crap that slows down deals. Less chasing, more closing. For teams juggling 50+ transactions monthly, that’s the difference between “treading water” and “outpacing competitors.”

Ready to stop being a human router? Get started with ApproveThis or book a 15-minute demo to see real-estate-specific workflows.

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Integrate with Dotloop 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.

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Best Approval Workflows for Dotloop

Suggested workflows (and their Zapier components) for Dotloop

Create loops in Dotloop for new approval requests in ApproveThis

Keep your real estate transactions up to date by automatically creating new loops in Dotloop for each approved request received in ApproveThis. This workflow ensures that no transaction is overlooked and engages approvals efficiently.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Dotloop Logo

Action

Create Loop

Creates a new loop.

Initiate approval requests in ApproveThis for new Dotloop loops

Streamline your document approval process by automatically initiating new approval requests in ApproveThis whenever a new loop is created in Dotloop. This automation helps in maintaining a seamless workflow between real estate transactions and approval management.

Zapier Components

Dotloop Logo

Trigger

New Loop

Triggers when a new loop is created.

Action

Create Request

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

Create Dotloop loops for approved or denied requests in ApproveThis

Ensure that your real estate transactions follow through correctly by creating new loops in Dotloop whenever a request in ApproveThis is approved or denied. This ensures consistent transaction management and adherence to decisions.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Dotloop Logo

Action

Create Loop

Creates a new loop.