ApproveThis manages your LockedOn approvals.

When Slow Kills Deals

Real estate runs on two things: speed and paperwork. LockedOn gets you halfway there with its CRM muscle – tracking leads, managing listings, automating follow-ups. But when you need decisions – price approvals, inspection sign-offs, client onboarding greenlights – that's where deals go to die in email threads and missed Slack messages.

ApproveThis cuts through that. We're not another app to log into. We're the bridge between your LockedOn data and the people who need to say "yes." Connect them through Zapier, and suddenly your CRM isn't just tracking deals – it's actively pushing them forward.

Why This Combo Works

LockedOn organizes chaos. ApproveThis prevents bottlenecks. Together, they handle the two biggest time sucks in real estate:

• No more approval scavenger hunts: When a new LockedOn client triggers an approval request, ApproveThis automatically routes it to the right person – broker, compliance, whoever. No manual forwarding.
• Decisions update your CRM instantly: Approved a price reduction in ApproveThis? That automatically updates the listing in LockedOn. Denied an inspection request? LockedOn gets the memo before your coffee cools.

Here's the kicker: approvers don't need LockedOn licenses. Your seller's attorney can approve a closing doc via email without you paying for another CRM seat. That’s key when working with external partners.

Four Ways This Actually Works

1. Client Onboarding Without the Chase

The Problem: New client in LockedOn means 3 internal approvals (broker, legal, accounting) before you can start showing properties. Cue the follow-up emails.

The Fix: Zapier triggers an ApproveThis workflow the second a client hits LockedOn. Approval thresholds auto-approve standard retainer agreements, while non-standard deals get routed up. Sales teams get 30% faster onboarding based on typical use cases.

2. Inspection Coordination That Doesn't Suck

The Problem: Approved an inspection request? Now someone has to manually schedule it in LockedOn. Missed details happen.

The Fix: When ApproveThis gets a "yes," Zapier auto-creates the LockedOn inspection task with all relevant details. Field agents get calendar invites before they even check email.

3. Price Changes That Don't Require a Committee

The Problem: Every price adjustment needs broker approval. But if it's under 2%, it's rubber-stamp anyway. Why wait?

The Fix: LockedOn property status changes trigger ApproveThis workflows. Set a threshold: under 2%? Auto-approved. Over? Escalate. Brokers only get pinged when it matters.

4. From Approved Lead to LockedOn Enquiry in 0 Clicks

The Problem: Marketing approves a high-value lead, but it takes hours/days to manually add to LockedOn.

The Fix: Approved leads in ApproveThis auto-generate LockedOn enquiries with all qualifying details. Your sales team skips data entry and jumps straight to closing.

Setup That Takes Less Time Than a Coffee Break

If you can use a toaster, you can set this up:

1. Connect LockedOn and ApproveThis via Zapier (5 minutes)
2. Pick your trigger: New client, status change, etc. (2 minutes)
3. Map LockedOn fields to ApproveThis templates (3 minutes)

Example: When LockedOn triggers "New Client," ApproveThis grabs the client type (buyer/seller), estimated value, and agent notes. Your CFO gets approval requests over $1M; everything else goes to the sales manager.

Who Actually Cares?

Brokerages (50-200 agents)

Problem: Compliance headaches. Every new agent contract needs legal review. ApproveThis adds conditional routing – standard contracts auto-approve, non-competes go straight to counsel. Saves 15hrs/week in back-and-forth.

Property Management Firms

Problem: Maintenance approvals. A leaky faucet shouldn't need CEO sign-off. Set thresholds: under $500? Auto-approved with a Slack alert. Over? Route to the property owner via email. Tenants get faster fixes, owners stay informed.

Real Estate Marketing Teams

Problem: Ad spend approvals. LockedOn tracks lead sources; ApproveThis handles budget sign-offs. If a campaign exceeds $5k, it escalates. Otherwise, it auto-approves and deducts from the quarterly budget. No spreadsheets.

Features You'll Actually Use

We’re not here to sell you bloatware. Here’s what matters:

• Vacation Delegation: Your broker’s on a yacht? Approvals auto-reassign. No "waiting for Brian" statuses.
• Calculated Fields: Auto-add LockedOn price data to determine approval thresholds. Math happens behind the scenes.
• Email Approvals: External partners (inspectors, attorneys) can approve without logging in. They reply "YES" and get on with their day.

Bottom Line: Deals Move When You Do

LockedOn keeps your data straight. ApproveThis keeps your decisions moving. Together, they turn approval delays into a "how did we ever work without this?" afterthought.

If your CRM feels like a fancy database that doesn’t actually do anything, this integration’s your wake-up call. No more herding cats for sign-offs. No more manual updates between systems. Just decisions happening faster than Zillow can suggest a "Zestimate."

Get started with a free trial, or book a 10-minute demo to see how approval automation actually works in the wild. No sales jargon, just real use cases for teams tired of chasing yeses.