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RealScout Integration

ApproveThis manages your RealScout Integration approvals.

April 17, 2025

Integration Category: Crm

When Bureaucracy Meets Property Search

Let's get real: real estate teams waste 12 hours a month chasing down signatures. Client onboarding forms stuck in inboxes. Offer approvals buried under 37 unread texts. Listing price change requests lost between CRMs. ApproveThis and RealScout fix this through Zapier automation - no coding required.

Here's the playbook for teams who want to:

  • Auto-convert client actions into tracked approval requests
  • Eliminate spreadsheet-based approval tracking

Why This Combo Works (When Others Don't)

RealScout tracks client behavior. ApproveThis enforces decision processes. Together, they create closed-loop accountability most real estate tools miss.

Core Benefits for Brokerages & Teams

For leadership: See approval bottlenecks in real-time dashboards. No more "I thought Jamie handled that."

For agents: Get client requests approved during school pickups via email. No app switching.

For ops teams: Automatic audit trails showing who approved what - and why.

Key differentiator? Approvers don't need RealScout licenses. Critical when getting external partners or clients to sign off on listings.

Real-World Use Cases That Actually Matter

1. Client Onboarding That Doesn’t Suck

The problem: New client forms get "lost" between RealScout entries and brokerage approval requirements.

The fix: Auto-create ApproveThis requests when RealScout detects new homebuyer activity. Route to:

  • Brokerage managers for compliance checks
  • Legal teams for contract reviews
  • Agents for final client confirmation

Example: Luxe Properties slashed onboarding delays from 48hrs to 4hrs by adding automatic escalation rules when brokers miss deadlines.

2. Offer Approvals That Keep Deals Moving

The problem: Buyers lose patience while agents chase broker sign-offs on submitted offers.

The fix: Trigger approval workflows directly from RealScout client activity:

Scenario: Client saves a $2.3M penthouse → Auto-generate offer approval request with:

  • Automatic commission calculations
  • Broker review thresholds
  • Client terms from RealScout notes

Pro tip: Use ApproveThis' vacation delegation so deals don't die when brokers are at closings.

3. Compliance Without the Paperwork Nightmares

The problem: Manual tracking of required disclosures and sign-offs.

The fix: Auto-create audit trails by connecting RealScout client milestones to approval chains:

How it works: Client views 10+ properties → System flags for mandatory consultation review → Routes to compliance officer with RealScout activity log attached.

Setup That Takes Less Time Than a Coffee Run

1. Create a Zapier account (free tier works)

2. Choose RealScout as trigger app:

- Pick triggers like "New Client Created" or "Property Saved"

3. Select ApproveThis as action app:

- Map RealScout data to approval request fields

4. Activate and test with a $0 test property

Time saved: 6-8 hours/month vs building custom integrations

Why This Isn’t Just Another “Integration”

ApproveThis adds three layers most real estate teams lack:

Conditional routing: Send high-value listings to senior brokers automatically

Approval thresholds: Auto-approve price changes under 2%

Client-facing transparency: Share approval status pages without exposing internal tools

Example: Citywide Realty uses calculated fields to auto-flag under-market listings for urgent review.

Teams That Win With This Setup

1. Brokerages Scaling Past 50 Agents

Before: Inconsistent approval processes across offices

After: Enforce SOPs while letting offices customize approval steps

2. Teams Managing Remote Clients

Before: Email chains with clients CC’d on 12+ messages

After: Clients approve via email without logging into RealScout

3. Property Management Firms

Before: Lease renewals stuck in property managers' inboxes

After: Auto-escalate unanswered approvals to regional directors after 24hrs

Objections We Hear (And Shut Down)

"We already use RealScout workflows."

Cool. Now add enforceable accountability when people ignore those workflows.

"Our team prefers Slack approvals."

Great! ApproveThis sends approval links to Slack. But now you get audit trails and escalation rules.

How to Not Screw This Up

Do:

- Start with one process (client onboarding OR offer approvals)

- Use calculated fields for automatic commission checks

Don't:

- Try to automate every approval day one

- Forget to set vacation delegates for approvers

Bottom Line

RealScout tells you what clients want. ApproveThis ensures your team acts on it. Together, they turn real estate workflows from chaotic to controlled.

Next step: Register for ApproveThis, connect your RealScout account via Zapier, and automate your first approval flow in 19 minutes.

Or schedule a demo to see how brokerages cut approval delays by 68%.

🥳

Integrate with RealScout 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 RealScout

Suggested workflows (and their Zapier components) for RealScout

Create approval requests for new client events in ApproveThis

Keep track of important client interactions on RealScout efficiently by creating an approval request in ApproveThis for every new client event. This automation ensures your team is aware of every property view or save, helping streamline communication and decision-making processes. *Note: Make sure to configure your request details in ApproveThis to capture relevant client event data.*

Zapier Components

RealScout Logo

Trigger

New Client Event

Triggers when a property is viewed, saved, or hidden.

Action

Create Request

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

Create RealScout clients when requests are approved in ApproveThis

Streamline your client onboarding process by adding new clients to RealScout automatically once their request is approved in ApproveThis. This integration minimizes manual data entry, allowing agents to focus on client relationship-building. *Note: Ensure the approval process includes all necessary client details for seamless client creation in RealScout.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

RealScout Logo

Action

Create Client

Creates a homebuyer in RealScout for the authenticated Agent.

Initiate approval requests for new clients in ApproveThis

Ensure every new client added to RealScout is followed by a structured approval request in ApproveThis, facilitating organized workflows and transparent progress tracking. This integration enhances accountability and reduces the risk of important client details being overlooked. *Note: Customize the approval workflow to include checks for client data completeness.*

Zapier Components

RealScout Logo

Trigger

New Client Created

Triggers when a new homebuyer is added.

Action

Create Request

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