ApproveThis manages your Revaluate Integration approvals.

Why Approval Workflows Break (And How to Fix Them)

Let's cut to the chase: most real estate teams handle approvals like they're still using fax machines. You've got loan officers chasing down signatures, agents waiting days to greenlight high-potential leads, and managers playing phone tag with external partners. Meanwhile, Revaluate's AI is out here predicting which homeowners are about to list – and your team might miss the window because someone's stuck in an approval queue.

That's where ApproveThis comes in. We don't just "streamline" approvals – we turn them into a competitive advantage. When you connect Revaluate's predictive scoring with our approval automation through Zapier, you're not just moving faster. You're closing deals that other teams haven't even noticed yet.

The Nuts and Bolts of the Integration

Here's what happens when you marry Revaluate's AI insights with ApproveThis' approval muscle:

• Automatic Triggers: Revaluate spots a homeowner likely to move (score >80), ApproveThis instantly routes the approval to the right person
• No App Switching: Approvers get email notifications they can approve/reject in 2 clicks – no Revaluate login required
• Escalation Safeguards: If your loan officer is on vacation? Requests auto-reassign. Score drops below 80? Triggers immediate review

We've seen title companies cut approval times from 72 hours to 47 minutes. Not "hours" – minutes. That's the difference between winning a bidding war and watching from the sidelines.

Real-World Use Cases That Actually Matter

1. High-Score Lead Approval Workflow

When Revaluate flags a homeowner as likely to move (score >80), ApproveThis automatically:

1. Creates an approval request with property details and score history
2. Routes it to the loan officer + listing agent based on territory rules
3. Auto-approves if both sign off within 4 hours (configurable)

Why this works: Mortgage brokers using this combo report 22% faster response times on hot leads. Approval groups ensure compliance without committee meetings.

2. Score Drop Reassessment Protocol

When a contact's score dips below 80:

1. ApproveThis pings the account manager + creates a reassessment task
2. Requires documented reason for continued pursuit
3. Auto-archives if no approval within 48 hours

Cold hard truth: One property management firm reduced wasted outreach hours by 31% using this exact flow.

3. Approved Lead → Instant Revaluate Contact

When ApproveThis finalizes a new client approval:

1. Auto-creates Revaluate contact with all approved details
2. Tags them with "Pre-Approved" status in both systems
3. Triggers personalized drip campaigns

Pro tip: Teams using this see 89% less duplicate entry errors. Bonus: approvers never touch Revaluate's CRM – keeps licenses costs in check.

Setup That Doesn't Require an IT Degree

Here's how to get rolling in 20 minutes flat:

1. Create your free Zapier account
2. Connect Revaluate and ApproveThis as apps
3. Pick your trigger (e.g., "Contact Score >80")
4. Map the data fields between systems
5. Test with 2-3 non-critical contacts

Most teams we work with start with the high-score approval flow, then add others once they see how stupid-simple it is.

Who Benefits (Besides Your Sanity)

Loan Officers

Get hot leads auto-prioritized with all necessary docs attached. Vacation mode means no approvals falling through cracks during conferences.

Brokerage Managers

See real-time approval rates per team. Set dollar thresholds for auto-approvals on standard marketing spends.

External Partners

Title companies and inspectors can approve docs via email without getting access to your Revaluate data. Keep control without micromanaging.

The Unspoken Advantage: Audit Trails

Every approval in ApproveThis logs:

• Who approved/rejected
• Time stamps
• Comments
• Attached files

When compliance comes knocking (and they will), you're ready in 3 clicks instead of 3 days.

Common Objections (And Real Answers)

"We have custom approval rules"
Our conditional logic handles 98% of scenarios out of the box. If you're still using Excel flowcharts, we'll automate them.

"Our approvers are technophobic"
Email-based approvals mean they literally click "Approve" or "Reject." Zero training required.

"We use another CRM too"
Cool – ApproveThis integrates with 2000+ apps. Revaluate's the brains, we're the nervous system.

What You're Really Buying

This isn't about "approval software." It's about:

• Closing deals before competitors finish their Starbucks run
• Reducing compliance risks without hiring more paper-pushers
• Letting your team focus on relationships, not routing slips

The best part? Approvers don't need Revaluate licenses. Clients and partners can approve docs without seeing your whole CRM. That alone saves most teams $230/user/month.

Next Steps for Sane People

Option 1: Keep doing manual approvals while Revaluate leads go cold.
Option 2: Register for ApproveThis and connect your Revaluate account in under an hour.

Serious teams? They book a 15-minute demo to see custom workflows for their specific use case. Your choice – but the clock's ticking on those high-score leads.