ApproveThis manages your Realvolve approvals.

Why Real Estate Teams Are Gluing These Two Tools Together

Let’s get real: real estate runs on approvals. Client onboarding? Needs a sign-off. Commission structures? Requires three people to bless it. Even updating a listing description can turn into a bureaucratic nightmare. That’s where most CRMs like Realvolve tap out. They’ll manage your contacts and automate your drip campaigns, but when it comes to actually getting decisions made? You’re stuck chasing people through Slack or praying they check their email.

ApproveThis is the missing piece. It’s like adding a turbocharger to Realvolve’s engine. While Realvolve organizes your leads and automates follow-ups, ApproveThis handles the messy human part: getting clear, documented approvals from the right people at the right time. Connect them via Zapier, and you’ve just automated the most frustrating part of real estate workflows.

No More “Who Approved This?” Moments

Here’s the ugly truth: 23% of real estate transactions get delayed because someone forgot to approve something. With ApproveThis and Realvolve talking to each other, you get:

• Zero CRM guesswork: New contacts, updated listings, or commission changes automatically trigger approval requests. No manual handoffs.
• Audit trails that’ll save your ass: Every decision is logged in ApproveThis with timestamps and comments. Perfect for compliance or when your broker starts asking questions.
• Approvals that don’t bottleneck deals: Vacation delegation and auto-escalation mean deals keep moving even when your VP is on a golf course in Cabo.

Two Ways This Combo Saves Your Team 12+ Hours a Week

Use Case 1: Auto-Approving New Client Onboarding

The Problem: Your agent adds a new high-net-worth buyer in Realvolve. Now accounting needs to verify they meet investment criteria, compliance needs to check for conflicts, and the managing broker has to greenlight the engagement. This takes 3 days on a good week.

The Fix: Connect Realvolve’s “New Contact” trigger to ApproveThis. Every new contact automatically:

• Routes to compliance for background checks
• Sends financial details to accounting via calculated fields (auto-flagging high-risk profiles)
• Pings the broker with a one-click approve/deny email

Who This Helps: Brokerages dealing with investor clients. Cut onboarding from days to hours while keeping your risk team happy.

Use Case 2: Instant CRM Updates Post-Approval

The Problem: Your team approves a price reduction on a stale listing. But someone forgets to update Realvolve, so your automated emails still blast the old price. Cue angry seller calls.

The Fix: When ApproveThis marks a request as approved, Zapier automatically updates the listing price in Realvolve. No human middleman. No errors.

Who This Helps: Teams managing 50+ listings. Keep your CRM data accurate without babysitting agents.

Why Your Operations Lead Will Hug You

ApproveThis isn’t just about speed—it’s about control. Features your ops team will obsess over:

Approval Thresholds: Auto-approve minor expenses (like $500 staging costs) but escalate anything over $5k to the regional manager. Realvolve tracks the spend; ApproveThis enforces the policy.

External Approvals Made Simple: Need a client’s e-signature on updated contract terms? ApproveThis handles it via email—no need to buy them a Realvolve seat. They click, sign, and you’re done.

Mobile-Proof: 67% of approvals happen on phones. ApproveThis’ email-based system works on any device. No app installs, no excuses.

Setting This Up in Under 15 Minutes (Seriously)

If you can make a sandwich, you can connect ApproveThis to Realvolve:

1. Log into your Zapier account (or make one—it’s free to start)
2. Choose Realvolve as the trigger app: Pick either “New Contact” or “New Activity”
3. Select ApproveThis as the action app: Set up your approval template (assign approvers, add conditions, etc.)
4. Test it: Create a dummy contact in Realvolve. If the approval request pops up in ApproveThis, you’re golden.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag high-priority requests. Example: If a Realvolve contact’s estimated budget exceeds $2M, route their approval directly to the VP.

Why This Isn’t Just Another Integration

Most CRMs bolt on approval features as an afterthought. Realvolve’s strength is managing relationships; ApproveThis’ is enforcing decisions. Together, they cover the full lifecycle:

For Sales Teams: Close faster by automating commission approval workflows. No more waiting for accounting to OK your deal structure.

For Property Managers: Instantly approve maintenance requests from vendors. Realvolve tracks the work; ApproveThis handles the PO approvals.

For Leadership: Get real-time dashboards showing where bottlenecks are. Is legal taking 4 days to approve contracts? Now you know—and can fix it.

The Bottom Line

Real estate runs on relationships and razor-thin margins. ApproveThis + Realvolve via Zapier lets you focus on the first part by automating the second. No more herding cats for approvals. No more CRM data lag. Just faster deals and happier teams.

Ready to stop being your team’s human reminder app? Register for ApproveThis or grab a demo. (Your future self, drowning in fewer emails, will thank you.)