ApproveThis manages your InvestNext Integration approvals.

When Real Estate Syndication Meets Approval Automation

Let's cut to the chase - managing real estate investments through InvestNext already gives you a leg up on spreadsheet jockeys. But when you combine it with ApproveThis through Zapier? That's when you stop "managing" approvals and start automating them like a pro.

ApproveThis acts like the bouncer for your InvestNext workflows. While InvestNext handles the heavy lifting of deal management and investor relations, we handle the gatekeeping. No more chasing down signatures, wondering where requests are stuck, or playing telephone tag with external partners. Just clean, trackable approvals that keep deals moving forward.

Why This Combo Works for Teams That Hate Red Tape

Here's the dirty secret about approval processes - they're not really about control. They're about moving fast without breaking things. That's where these two platforms click:

InvestNext's Playbook

Your command center for:
- Tracking investment opportunities from soup to nuts
- Managing investor communications
- Handling the financial nitty-gritty of syndications

ApproveThis's Muscle

The enforcement layer that:
- Automates approval chains between departments
- Lets external partners approve without logins
- Escalates stuck requests before they blow deadlines

The magic happens in the handoff. When a new opportunity pops up in InvestNext, ApproveThis automatically routes it to the right people - whether they're using InvestNext or not. CFO needs to sign off on numbers? Legal wants to vet terms? Investors need to greenlight capital calls? Done, without anyone jumping between systems.

Real-World Scenarios That Actually Make Sense

1. Deal Flow That Doesn't Bottleneck at Legal

Picture this: Your acquisitions team finds a hot multifamily property. They load it into InvestNext. Before they can even reach for their coffee, ApproveThis has already:

- Sent the financials to your CFO
- Routed the LOI to external counsel
- Pinged the lead investor for commitment

Meanwhile, your VP of Acquisitions gets real-time updates in ApproveThis without having to hound people through Slack. If counsel takes too long, the request automatically escalates to their backup. No spreadsheets. No "Did you get my email?" Just closed deals.

2. Investor Onboarding That Doesn't Suck

New money comes in through InvestNext. Instead of manually creating records and sending DocuSign links, ApproveThis:

- Auto-generates approval requests for compliance checks
- Routes KYC docs to the right team members
- Updates InvestNext investor status automatically

Bonus: Use approval thresholds so smaller investments get fast-tracked while big checks trigger extra scrutiny. Your investors get a smooth experience, your team avoids busywork.

3. Capital Calls That Don't Require Carrier Pigeons

When it's time to request funds through InvestNext, ApproveThis handles the dirty work:

- Automatically routes call notices to limited partners
- Tracks approvals in your dashboard
- Updates InvestNext the moment all consents are in

If a partner's on vacation? Vacation delegation automatically reroutes to their backup. No more waiting for someone to return from Bali to move money.

Setup That Won't Make You Want to Scream

Here's the beauty of Zapier - you're not building the space shuttle. For basic integrations:

1. Create your Zapier account if you don't have one
2. Connect your InvestNext account
3. Connect ApproveThis
4. Choose your trigger (like "New Opportunity" in InvestNext)
5. Set the action (like "Create Approval Request" in ApproveThis)

Pro tip: Use ApproveThis's calculated fields to auto-populate deal specifics from InvestNext data. Your approvers see all relevant context without digging through emails.

Department-Specific Wins

For Acquisitions Teams

Stop losing deals to faster competitors. Set up automatic approval chains that:
- Route market analyses to research
- Send LOIs to legal the second they're drafted
- Push approved deals straight into InvestNext workflows

For Investor Relations

Keep LPs happy without being their help desk:
- Auto-approve routine requests through thresholds
- Escalate sensitive issues to senior staff
- Maintain full audit trails for compliance

For Asset Managers

Handle property-level approvals without the chaos:
- Capex requests auto-routed by amount and property
- Vendor contracts approved by ops + legal in parallel
- All decisions sync back to InvestNext automatically

Features That Actually Matter for Real Estate

While we're proud of our entire toolkit, these ApproveThis features get extra love from InvestNext users:

Approval Thresholds

Auto-approve small maintenance requests under $5k, but require full committee reviews for major renovations. Saves time without sacrificing control.

Vacation Delegation

Because deals don't care about your GC's safari trip. Automatically reroute approvals to designated backups with one click.

Email-Based Approvals

External partners approve directly from their inbox - no app logins, no password resets, no support tickets.

The Bottom Line for Grown-Up Companies

If you're still manually routing approvals for InvestNext workflows, you're leaving two types of money on the table:

1. The cash wasted on labor costs for chasing approvals
2. The deals lost because your process moves slower than competitors

ApproveThis isn't another app to manage - it's the glue that makes InvestNext work faster. By handling the approval chaos, it lets your team focus on what actually matters: finding deals, managing properties, and keeping investors happy.

Time to Ditch the Approval Circus

Here's your play:
- Register for ApproveThis (takes 3 minutes)
- Connect to InvestNext via Zapier (another 5 minutes)
- Automate your first approval workflow before lunch

Or if you prefer hand-holding (no judgment), book a demo. We'll show how REITs and syndicators use the integration to close deals faster - with actual examples, not sales fluff.

Final Reality Check

This isn't about replacing InvestNext - it's about enhancing it. Your team stays in the system they know. Approvers don't need new logins. And you finally get to say goodbye to approval-related fire drills.

The question isn't whether you need approval automation. It's whether you want to implement it now... or after your next "urgent" request gets lost in someone's inbox.