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AlterEstate Integration

ApproveThis manages your AlterEstate Integration approvals.

April 17, 2025

Integration Category: Crm

When Bureaucracy Meets Property Deals

Let’s be real – real estate moves at the speed of light until someone needs to approve a deal. That’s where most agencies get stuck. Enter ApproveThis and AlterEstate: the tag team that keeps commissions flowing while maintaining control. We’re not talking about another clunky integration. This is about turning approval bottlenecks into competitive advantages.

AlterEstate handles client relationships and deal tracking. ApproveThis slaps structure on your decision-making. Connect them via Zapier, and you’ve got something rare – a real estate operation where deals don’t die in email threads.

Why This Combo Works

ApproveThis isn’t just another checkbox tool. Its secret sauce? Handling complex approval chains without making approvers jump through hoops. AlterEstate users get this benefit without overhauling their existing CRM setup. Here’s the kicker: external partners (think inspectors, lenders, or out-of-state brokers) can approve deals directly from their inbox – no AlterEstate license required.

Key benefits:

  • Cut approval time for property listings by 60-80%
  • Auto-escalate stuck deals to managers
  • Track every approval in AlterEstate deal records

Real-World Use Cases That Actually Matter

1. Client Onboarding Without the Paper Chase

When new clients submit AlterEstate forms (offer letters, rental applications, etc.), ApproveThis automatically routes them to the right people. Property management companies use this to:

- Get simultaneous approvals from HOA boards and legal teams
- Auto-approve standard lease agreements under $X value
- Flag high-risk applicants for manual review

Brokerage Example: Luxe Properties reduced client onboarding from 14 days to 48 hours by auto-routing luxury rental applications through compliance, insurance, and maintenance teams.

2. Deal Desk on Autopilot

Approved purchase agreements in ApproveThis? Zapier instantly creates AlterEstate deals with all relevant docs attached. Commercial real estate firms leverage this to:

- Prevent sales from working unapproved terms
- Auto-assign deals to agents based on approval criteria
- Trigger commission calculations upon final sign-off

Pro Tip: Use ApproveThis’ calculated fields to auto-approve deals within predefined profit margins.

3. Lead Distribution That Doesn’t Suck

New Round Robin leads in AlterEstate? ApproveThis ensures they’re viable before agents waste time. Top uses:

- Require budget verification before assignment
- Auto-approve pre-qualified leads from partner portals
- Route borderline leads to junior agents with manager oversight

Cold Truth: Brokerages using this combo report 23% fewer wasted lead follow-ups.

Setup That Takes Less Time Than a Coffee Break

1. Create your Zap
2. Connect AlterEstate (trigger) → ApproveThis (action)
3. Map critical fields: Deal ID, Client Email, Approval Type
4. Test with live data (we recommend using a $1M+ dummy deal for laughs)

Pro Move: Set up approval thresholds so small-ticket items auto-approve while big deals get scrutiny.

Who Actually Benefits?

Sales Teams

Stop playing approval detective. Get notified when legal/compliance clears deals instead of refreshing your inbox. Bonus: Vacation delegation means your deal doesn’t stall because someone’s at Burning Man.

Operations Managers

Finally prove that approval bottlenecks exist (and fix them). Real-time dashboards show which departments cause delays. Use approval groups to force collaboration without the endless meetings.

Leadership

Enforce approval policies without micromanaging. Conditional routing ensures compliance, while calculated fields prevent human math errors on commission splits or profit margins.

The Unspoken Advantage

ApproveThis doesn’t just move paperwork faster – it creates an audit trail that’s actually usable. Every AlterEstate deal now shows:

- Who approved each term (and when)
- Comments from rejected requests
- Version history of amended contracts

This isn’t about speed. It’s about not getting sued when deals go sideways.

When to Pass on This Integration

If your team enjoys:

- Chasing down approvers via Slack/Teams/Smoke signals
- Explaining lost deals because “legal was busy”
- Manually updating 17 systems after each approval
...then maybe stick with your current mess.

Bottom Line for Real Estate Teams

Approvals aren’t glamorous, but they determine whether deals close or collapse. AlterEstate keeps your pipeline organized; ApproveThis ensures decisions happen. Together, they turn bureaucratic processes into what they should be – background noise.

Ready to stop losing deals to approval limbo? Get Started with ApproveThis or schedule a live demo tailored to real estate workflows.

FAQ (Because Someone’s Gonna Ask)

Q: Can external partners approve deals?
A: Yes – they get email links that work without AlterEstate logins.

Q: What if multiple people need to approve?
A: Set parallel approvals (all at once) or sequential (one after another).

Q: How’s this different from AlterEstate’s basic approvals?
A: ApproveThis handles multi-department workflows, conditional logic, and proper auditing – not just basic yes/no buttons.

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Integrate with AlterEstate 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 AlterEstate

Suggested workflows (and their Zapier components) for AlterEstate

Create approval requests for new AlterEstate form entries

Streamline your form response handling and approval workflow management. This integration automatically creates a new approval request in ApproveThis whenever a new form entry is submitted in AlterEstate. Save time and ensure that all entries undergo your predefined approval procedures efficiently.

Zapier Components

AlterEstate Logo

Trigger

New form entry

Triggers when any visitor completes the form.

Action

Create request

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

Create deals in AlterEstate from approved requests

Enhance your sales process by automatically creating new deals in AlterEstate when a request is approved in ApproveThis. This automation ensures that your sales team can immediately act on approved opportunities without delay.

Zapier Components

Trigger

A request is approved/denied

Triggers when a request is approved or denied.

AlterEstate Logo

Action

New deal

Creates a Contact and a Deal inside your company.

Create approval requests for new AlterEstate leads

Automate your lead management approval process by creating a new approval request in ApproveThis whenever a new lead is assigned in AlterEstate through Round Robin. This ensures all leads are vetted and approved efficiently before proceeding further in the sales funnel.

Zapier Components

AlterEstate Logo

Trigger

New lead on round robin

A new lead is assigned through a Round Robin.

Action

Create request

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