ApproveThis manages your MantisProperty Integration approvals.

Why This Combo Works Like a Property Auction on Red Bull

Let’s cut to the chase – if you’re managing real estate deals, client enquiries, or property portfolios, you’re drowning in approval requests. New client onboarding. Contract updates. Commission approvals. Every "quick sign-off" turns into a week-long email chain that somehow involves Brian from accounting’s vacation photos.

That’s where ApproveThis and MantisProperty come in. Think of it like pairing a hammer drill with a laser level: one tool handles your client relationships (MantisProperty), the other automates the decision-making chaos (ApproveThis). Together, they help you close deals faster than a Sydney auctioneer on espresso.

The Nuts and Bolts of the Integration

Using Zapier, these two platforms talk to each other like seasoned agents at a broker’s open house. Here’s what you’re working with:

• MantisProperty: Your CRM for tracking leads, managing property enquiries, and handling client updates across Australia/NZ
• ApproveThis: Handles multi-step approvals with features like conditional logic, auto-escalations, and email-based sign-offs

The magic happens when you connect triggers and actions between the two. New client in Mantis? Start an approval chain in ApproveThis. Contract amendment needing review? Automatically create an enquiry in MantisProperty once approved. No more chasing down signatures or losing requests in Slack purgatory.

Three Ways This Saves Real Estate Teams 20+ Hours/Month

1. Auto-Approving New Clients (Before They Ghost You)

Scenario: Your agents are great at landing leads, but terrible at remembering internal compliance checks. Result? You risk onboarding clients without proper vetting OR bottleneck your sales team with manual approval requests.

The Fix: Zapier triggers an ApproveThis workflow every time a New Contact appears in MantisProperty. Your operations team gets an email/Slack approval request with all client details embedded. Key features in play:

- Approval thresholds: Auto-approve low-risk residential clients under $2M
- Calculated fields: Flag commercial leads requiring additional due diligence
- Vacation delegation: No hold-ups if your broker principal is at the Gold Coast conference

Who benefits: Brokerages handling 50+ monthly transactions where compliance is non-negotiable (looking at you, business property specialists)

2. Turning Approved Requests into Actionable Enquiries

Scenario: Your team approves a vendor’s renovation budget, but the property manager never gets the details. Cue frantic calls and missed contractor deadlines.

The Fix: When an ApproveThis request gets the green light (say, a $50K kitchen remodel), Zapier automatically creates a New Enquiry in MantisProperty with all specs, attachments, and approval timestamps. No retyping, no missed handoffs.

Pro tip: Use ApproveThis’ calculated fields to auto-add contractor timelines or budget ceilings based on approval amounts. MantisProperty then tracks execution against those benchmarks.

3. Audit-Proof Client File Updates

Scenario: Junior agent updates a rental agreement terms in MantisProperty without proper oversight. Next audit reveals compliance gaps. Cue ASIC headaches.

The Fix: Any Updated Contact or property record in MantisProperty triggers an ApproveThis workflow requiring broker/manager sign-off. Features leveraged:

- Sequential approvals: First legal reviews changes, then principal broker signs off
- Real-time tracking: See exactly where requests stall in your 10-person approval chain
- Email approvals: External lawyers can approve without MantisProperty logins

Who wins: Franchise agencies with multiple offices needing centralized oversight on file changes

Setting This Up Without an IT Degree

Here’s your 5-minute roadmap:

1. Connect via Zapier: Log into Zapier, choose MantisProperty as trigger app
2. Pick your trigger: “New Contact”, “Updated Contact”, etc.
3. Add ApproveThis action: Select “Create Request” and map MantisProperty fields to your approval template
4. Add logic: Set thresholds (e.g., auto-approve residential leases under 12 months)
5. Test: Create a test MantisProperty entry and watch the approval flow

Total setup time? Less than your daily coffee queue at the Melbourne office.

Why Your Accountant Will Love This Combo

Beyond saving time, here’s the brass tacks impact:

For Brokers: 43% faster client onboarding (we’ve seen teams approve new vendor agreements in <2 hours vs. 3.5 days)
For Property Managers: 100% audit-ready paper trails without manual logging
For Franchise Owners: Enforce approval policies across 10+ offices without micromanaging
Bonus: Approvers don’t need MantisProperty licenses – huge savings when working with external counsel or contractors

The Bottom Line

If you’re still handling approvals through email or (shudder) paper forms, you’re leaving money on the table. Every hour your agents spend chasing sign-offs is an hour not spent closing deals. The ApproveThis+MantisProperty integration via Zapier fixes that by making approvals:

• Faster: From days to hours on 80% of routine requests
• More Compliant: Built-in checks prevent oversights
• Less Annoying: Approve via email, Slack, or mobile

Next Steps (No Pushy Sales Stuff)

If you’re running a 50+ person real estate shop in Australia/NZ, here’s your playbook:

1. Book a 15-minute demo – we’ll show how other brokerages cut approval delays by 60%+
2. Try the pre-built Zapier templates with your MantisProperty account
3. Stop letting approval bottlenecks tank your deal flow

Because let’s face it – your CRM shouldn’t be a glorified contacts list. Time to make it work harder than a rental agent during peak season.