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FreedomSoft Integration

ApproveThis manages your FreedomSoft Integration approvals.

April 22, 2025

Integration Category: Crm

When Lead Machines Meet Approval Machines

Let's get real - real estate teams using FreedomSoft are juggling 17 things before their first coffee. You've got leads pouring in from 12 different sources, seller negotiations blowing up your phone, and that one wholesaler who still thinks fax machines are cool. Now add approval bottlenecks into the mix? That's how deals die in committee.

This is where ApproveThis comes in like a caffeine IV drip. We don't just automate approvals - we make them disappear into your existing workflow. Connect through Zapier, and suddenly your FreedomSoft lead machine talks directly to your approval machine. No more "Hey, did you see my email about the Phoenix property?" Slack messages at midnight.

Why This Combo Works Like a Rental Property Printing Money

FreedomSoft's the hammer - it's great at pounding through lead lists and automating outreach. ApproveThis is the nail gun - we make decisions stick fast. Together? You're building deals at scale without the paperwork shrapnel.

Three Ways This Duo Saves Your Bacon

  • No more approval black holes: That $2M off-market deal doesn't sit waiting for Karen from accounting to return from Cabo
  • External approvals that don't suck: Title companies, contractors, and investors approve directly via email - no logins, no training, no BS
  • Audit trails that'll make your compliance guy cry happy tears: Every decision timestamped, logged, and tied directly to the FreedomSoft record

Real Deals, Real Examples

1. Buyer Lead Status Updates That Don't Require a Ouija Board

Picture this: Your acquisition team marks a lead as "Ready for Offer" in FreedomSoft. Normally, this kicks off a game of CC-all email tag between the VP, legal, and the money partners. With our Zapier integration:

→ FreedomSoft status change → Auto-creates ApproveThis request → Routes to decision-makers based on deal size → Approved? Automatically pushes to your offer platform

Who this helps: Wholesalers juggling 50+ properties/week. Set approval thresholds so small deals auto-approve while big ones get proper scrutiny.

2. Seller Lead Decisions That Don't Require a Therapy Session

Your disposition team approves a seller lead price reduction. Instead of manually updating FreedomSoft (and potentially missing critical follow-ups), ApproveThis triggers:

→ Approval in ApproveThis → Auto-updates FreedomSoft status → Triggers your CRM cadence → Simultaneously notifies the listing agent via email

Pro tip: Use calculated fields to auto-approve price changes under 2%, but require sign-off for bigger moves. Your analysts will kiss you.

3. New Contact Vetting That Doesn't Rely on Post-Its

Every time a new contractor or buyer gets added to FreedomSoft:

→ Auto-generate ApproveThis request → Route to PM for vetting → Approved? Auto-add to your preferred vendor list → Denied? Trigger a "Thanks but no thanks" email sequence

Bonus: Approval groups mean your legal, compliance, and operations leads all get eyes on high-risk contacts without playing email tennis.

Setting This Up Without Losing Your Mind

1. Connect the dots in Zapier: If you can order DoorDash, you can do this. Pick your FreedomSoft triggers (lead status changes, new contacts, etc.) and map them to ApproveThis actions.

2. Build your approval rules: Set thresholds where under $50k offers auto-approve but over require VP sign-off. Add conditional logic so coastal properties route to different approvers than midwest assets.

3. Test drive with a dummy deal: Create a test property in FreedomSoft, run it through the workflow, and make sure your approvers get just the info they need - no data vomit.

4. Let it rip: Turn it on live and watch approvals happen before your morning stand-up ends.

Who Gets Their Life Changed

Acquisition Teams

Stop losing deals because your approval chain moves slower than Zillow's estimate updates. Set escalation rules so big-ticket offers jump the queue, and use vacation delegation so no one's stuck waiting for a decision-maker's Maui return.

Disposition Managers

Price adjustments get approved before your Starbucks order does. Auto-sync approved changes back to FreedomSoft so your CRM always reflects current numbers - no manual entry errors.

Asset Management

Contractor approvals happen in minutes, not days. Vendor gets approved? They're automatically added to your FreedomSoft vendor list and notified via SMS. Denied? They get removed from the lead list before wasting your time.

The Nerd Stuff That Makes This Work

While your competitors are playing approval whack-a-mole, you're using:

Email-based approvals: Decision-makers click approve/reject in their inbox - no app login required. Perfect for external partners who think "two-factor authentication" is something from a spy movie.

Real-time dashboards: See which deals are stuck, who's sitting on requests, and which approvers move faster than a New York wholesaler.

Auto-escalation: If a request isn't touched in 24hrs, it bumps to the next in command. Your deals keep moving even when your VP's at Burning Man.

Bottom Line: More Deals, Less Paperwork

This isn't about replacing your team - it's about removing the stupid stuff that slows them down. The average real estate pro wastes 6 hours/week chasing approvals. At $75/hour, that's $18k/year in blown productivity. Per employee.

ApproveThis + FreedomSoft through Zapier is like giving your entire team a time machine. Less busywork, more closed deals. Fewer status meetings, more commission checks.

Ready to stop being your team's bottleneck? Book a 15-minute demo and we'll show you exactly how to set this up for your workflow. No sales jargon - just a working system you can steal for your team.

Or if you're the DIY type, start a free trial and connect your first Zap in about the time it takes to explain escrow to a new intern.

🥳

Integrate with FreedomSoft 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 FreedomSoft

Suggested workflows (and their Zapier components) for FreedomSoft

Create approval requests for updated FreedomSoft buyer lead statuses

When a buyer lead's status changes in FreedomSoft, automatically initiate an approval request in ApproveThis to ensure all necessary changes are validated and approved before proceeding. This integration keeps the decision process structured and ensures no important updates are overlooked.

Zapier Components

FreedomSoft Logo

Trigger

Buyer Lead Status Updated

Triggers when a buyer lead status is updated to a new value, including during bulk status updates.

Action

Create Request

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

Update FreedomSoft seller lead status for approved requests

Once an approval request in ApproveThis is either approved or denied, automatically update the seller lead status in FreedomSoft to reflect the decision. This workflow ensures timely updates and maintains consistency across systems, reducing manual work and potential errors.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

FreedomSoft Logo

Action

Update Seller Lead Status

Update the status of an existing seller lead.

Start approval workflows for new FreedomSoft contacts

Initiate an approval workflow in ApproveThis whenever a new contact is added to FreedomSoft. This ensures all new contact entries are verified and meet internal compliance standards, enhancing data integrity.

Zapier Components

FreedomSoft Logo

Trigger

New Contact

Triggers when a new contact record is created, including during bulk imports.

Action

Create Request

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