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Paperless Pipeline Integration

ApproveThis manages your Paperless Pipeline Integration approvals.

April 17, 2025

Integration Category: Crm

When Paperwork Meets Progress

Let's be real: real estate transactions move at the speed of signatures. Between commission approvals, contract changes, and compliance checks, brokers spend more time chasing down decisions than closing deals. That's where ApproveThis and Paperless Pipeline come in – like a digital tag team for getting shit done.

Paperless Pipeline keeps your transactions organized. ApproveThis kicks approvals into gear. Connect them through Zapier, and you've got a system where every status change, document update, or compliance flag automatically routes to the right person. No more "Did you get my email?" texts at 9 PM.

Why This Combo Works for Grown-Up Businesses

Brokerages between 50-5,000 agents face the same problem: scaling processes without adding layers of bureaucracy. Here's how this integration cuts through the noise:

For Brokers

Imagine commission splits approved before the check hits escrow. Or contract amendments getting legal sign-off while the other party's still reviewing changes. Approval thresholds in ApproveThis mean small-dollar decisions auto-approve, while big risks get escalated. You’re not micromanaging – you’re preventing $50K oopsies.

For Agents

Agents hate two things: waiting on approvals and explaining spreadsheets. When listing agreements in Paperless Pipeline trigger instant approval requests, they can actually focus on clients. Bonus: approvers don't need a Paperless Pipeline login. Just click "Approve" in the email, done.

For Compliance Teams

Automatic audit trails. Every status change in Paperless Pipeline creates an approval paper trail in ApproveThis. When regulators come knocking, you’ve got timestamps, comments, and decision reasons – no frantic digging through inboxes.

Real-World Use Cases That Don't Suck

This isn't some theoretical "future of work" fluff. Here's how actual teams use the integration:

1. Commission Approval Fire Drill → Controlled Burn

Problem: Brokerages approving 200+ monthly commissions manually. Agents call accounting daily for updates.

Fix: When Paperless Pipeline marks a transaction "Closed", ApproveThis:

  • Checks if commission is under $5K? Auto-approves
  • Over $5K? Routes to regional manager + CFO
  • If manager is OOO? Delegates to their second-in-command

Result: 78% fewer "Where's my money?" calls at a 300-agent firm in Austin.

2. Contract Redlines That Don't Kill Momentum

Problem: Every counteroffer requires broker sign-off. Delays kill deals.

Fix: When agents upload revised contracts to Paperless Pipeline:

  • ApproveThis pings brokers via email/Slack
  • Brokers review PDFs in ApproveThis (no login needed)
  • Approval triggers auto-notification to all parties

Result: One Chicago brokerage cut contract turnaround from 48hrs to 3.5hrs average.

Setting This Up Without Losing Your Mind

Zapier's the middleman here. You'll create two main "Zaps":

Zap 1: Paperless Pipeline → ApproveThis

Trigger: Transaction status changes in Paperless Pipeline
Action: Create approval request in ApproveThis with details like: - Transaction ID - Commission amount - Attached PDFs - Agent notes

Zap 2: ApproveThis → Paperless Pipeline

Trigger: Approval decision in ApproveThis
Action: Update Paperless Pipeline with: - Approval status - Timestamp - Comments from approvers

Pro tip: Use ApproveThis' calculated fields to auto-flag deals needing extra scrutiny. Example: If commission % × sale price exceeds $20K, require CFO approval.

Features You'll Actually Use

Beyond basic approvals, these tools cover edge cases:

For Teams With Seasonal Peaks

ApproveThis' vacation delegation automatically reroutes approvals when brokers are at closings or on vacation. No more "I thought you were covering this!"

For Multi-State Brokerages

Create different approval groups in ApproveThis for each state's compliance rules. Texas team gets one workflow, California another – all feeding into the same Paperless Pipeline account.

For Accounting Teams

Set approval thresholds so routine commissions under $2K auto-approve, freeing up 62% of accounting's time for actual audits.

Why This Isn't Just Another Integration

Most approval tools treat real estate teams like any other business. They're not. Commission splits, escalation clauses, joint agency agreements – these require context-aware workflows. ApproveThis handles conditional logic that actually understands real estate jargon, while Paperless Pipeline keeps the docs organized. Together, they speak your team's language.

Example: When a transaction is marked "Contingent" in Paperless Pipeline, ApproveThis can: - Notify the lender - Start a 72hr approval timer for the inspection addendum - Escalate to the broker if the timer hits 12hrs remaining

Getting Started (Without the BS)

1. Sign up for ApproveThis – 14-day trial, no card needed.
2. Connect to Paperless Pipeline via Zapier (takes 8 minutes, we timed it).
3. Build your first workflow:
  - Start with commission approvals – instant ROI.
  - Add contract workflows once the team's comfortable.

Pro tip: Use ApproveThis' pre-built real estate templates. They've got clauses for everything from referral fees to co-broke agreements.

The Bottom Line

Real estate runs on decisions. This integration cuts the time between "Should we?" and "Done." Less chasing, more closing. And since ApproveThis doesn't require licenses for external approvers (looking at you, attorneys and lenders), you're not bleeding cash on unused seats.

Next step: Book a 12-minute demo. We'll show how a 150-agent brokerage automated $3.2M in monthly commissions. No sales fluff – just the stuff that actually moves metrics.

Show Me the Demo
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Integrate with Paperless Pipeline 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 Paperless Pipeline

Suggested workflows (and their Zapier components) for Paperless Pipeline

Create approval requests in ApproveThis for transaction status changes in Paperless Pipeline

Receiving instant updates on transaction status changes can be vital for timely approvals. This automation creates a new approval request in ApproveThis whenever a transaction's status changes in Paperless Pipeline, ensuring decision-makers are promptly informed and can act quickly on approvals. This helps in maintaining efficient workflow and compliance across transactions. *Note: Ensure the necessary stakeholders are listed as approvers in ApproveThis for seamless operations.*

Zapier Components

Paperless Pipeline Logo

Trigger

Transaction Status Changed

Triggers when a transaction's status is changed.

Action

Create Request

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

Create Paperless Pipeline approval requests when a request is approved or denied

When an approval request in ApproveThis is either approved or denied, trigger the creation of a new request in Paperless Pipeline. This ensures that all approved or denied requests are logged properly in your transaction management system, aiding in tracking and transparency. Ideal for maintaining accurate records in real estate transactions. *Note: Be sure to configure the corresponding actions within the Paperless Pipeline system to act on the approvals.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Action

Create Request

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