ApproveThis manages your onpreo Integration approvals.

Why Approval Automation Matters in Real Estate

Let’s be honest: real estate teams aren’t exactly known for their love of paperwork. Between chasing leads, managing listings, and negotiating deals, the last thing agents and brokers need is another email chain titled “URGENT: PLEASE APPROVE THIS.” That’s where ApproveThis and onpreo come in. Together, they turn approval bottlenecks into a single click – no chasing down signatures or digging through CRM chaos required.

What Happens When You Combine These Tools

ApproveThis handles the “get everyone to say yes” part. onpreo organizes your buyers, sellers, and properties. Connect them through Zapier, and you’ve got a system where approvals happen where the work already does – no new logins, no extra software for your clients to learn. Approvers get requests in their inbox, click approve/reject, and everything updates automatically. It’s like giving your CRM a built-in decision-making engine.

The Nuts and Bolts

Here’s why this combo works better than duct-taping separate tools together:

• No approval black holes: Every buyer contact, price change, or offer gets tracked from request to decision in one place
• Client-friendly: External partners (title companies, investors) can approve things via email without needing a onpreo license
• Zero manual updates: Approved buyers automatically become hot leads. Denied offers trigger follow-up tasks. No data entry.

Real-World Use Cases (That Don’t Suck)

This isn’t about “streamlining workflows” – it’s about getting deals closed faster. Here’s how mid-sized real estate teams are using this integration:

1. Instant Buyer Vetting for High-Volume Agents

Scenario: A new buyer pops up in onpreo. Instead of CC’ing three managers and waiting days for approval to start showings, your Zapier integration:

1. Auto-creates an ApproveThis request with the buyer’s pre-qual details
2. Routes it to the right broker/manager based on property type or price range
3. Updates the buyer’s status in onpreo the second it’s approved

Who this helps: Teams handling 50+ monthly buyer inquiries. Cuts approval time from 48 hours to 2.

2. Compliance Without the Paperwork Nightmare

Scenario: Your state requires broker sign-off on all offers above $1M. Instead of printing PDFs and begging for signatures:

1. Any onpreo offer sheet over threshold triggers ApproveThis
2. Broker gets email with key terms + one-click approve/deny
3. Approved offers auto-save to onpreo with audit trail

Who this helps: Brokerages managing regulatory requirements across multiple teams.

3. Keeping Client Records Fresh (Without the Busywork)

Scenario: A buyer’s approval gets denied because financing fell through. Normally, that info dies in someone’s inbox. With this setup:

1. Denied ApproveThis request triggers onpreo contact update
2. Buyer’s status changes to “Follow-up in 90 days”
3. Automated email sequence kicks off via onpreo

Who this helps: Teams tired of stale leads clogging their CRM pipelines.

Setting This Up Without Losing Your Mind

If you can set up a onpreo filter, you can build this integration. Here’s the 30-second version:

1. Grab your onpreo API keys (admin settings > integrations)
2. Connect ApproveThis + onpreo to Zapier
3. Pick a trigger (“New Buyer Contact” in onpreo)
4. Choose action (“Create Request” in ApproveThis)
5. Map onpreo fields to ApproveThis template (name, price range, etc.)

Pro tip: Use ApproveThis’s calculated fields to auto-flag deals needing extra scrutiny (e.g., “If property price > $1.5M, require CFO approval”).

Who Actually Benefits From This?

This isn’t a one-size-fits-all solution. Here’s who gets the most bang for their buck:

Sales Teams: Less Admin, More Selling

Agents stop playing secretary. Get approval requests auto-routed based on deal size, property type, or client tier. ApproveThis’s vacation delegation means no more “John’s out this week, who do I bug now?”

Brokerage Managers: Control Without Micromanaging

Set approval thresholds so only exceptions hit your desk. Real-time dashboards show where bottlenecks are (looking at you, legal team holding up closings).

Operations: Audit Trails That Don’t Require a PhD

Every decision automatically logs who approved what, when, and why. Export reports with one click for compliance reviews.

The Fine Print (That Actually Matters)

ApproveThis doesn’t replace your CRM – it makes it smarter. Key details:

Cost: Approvers don’t need paid seats. Clients/contractors approve via email for free.
Security: SOC 2 compliant. Approval data encrypted same as your CRM.
Scale: Handles 10 or 10,000 monthly requests without melting down.

How This Stacks Up Against “Manual Mode”

Let’s get brutally honest about what you’re saving:

Time: 23 minutes per approval request (tracking people down, resending forms, updating systems)
Money: $18.50 per request in lost productivity (based on avg. broker hourly)
Sanity: Priceless.

Ready to Stop Being a Approval Middleman?

ApproveThis + onpreo isn’t magic – it’s just software that acts like you hired an organized assistant. If your team’s doing more than 20 approvals a month, this pays for itself in under a quarter.

Book a 10-minute demo to see real estate-specific templates, or start a free trial and connect your first Zap in 7 minutes flat.

PS: If you’re still manually updating contact statuses after approvals, we need to talk.