ApproveThis manages your Lofty Integration approvals.

When Bureaucracy Meets Property Deals

Real estate moves fast. Approval processes don’t. That disconnect costs brokerages deals, property managers tenants, and agents commission checks. Here’s the fix: Connect ApproveThis (your approval muscle) with Lofty (your CRM brain) through Zapier. No coding, no endless meetings – just deals moving forward while you’re busy closing them.

Why This Combo Works Like a Commission Check on Closing Day

Lofty organizes leads and transactions. ApproveThis forces decisions to happen. Together, they turn bottlenecks into automated handoffs:

Lofty’s Playbook

Tracks leads, manages pipelines, runs Smart Plans (those automated task sequences for follow-ups). Great at what needs doing, not so much at who says yes.

ApproveThis’s Muscle

Gets the right “approve/deny” from the right people – whether that’s your internal sales manager or an external lender who’d rather die than learn your CRM. Bonus: Approvers only need email, not another software login.

The magic: When a Lofty trigger (new lead, transaction update) auto-creates an approval request, and vice versa. No more “Did you see my email?” or Excel sheets tracking who said what.

Real-World Scenarios (Not Fluffy Theory)

1. Vetting New Leads Before They Go Cold

The problem: Junior agent assigns themselves a “hot lead” that’s actually their cousin looking for free advice. Wastes everyone’s time.

The fix: Zapier auto-creates an ApproveThis request when Lofty gets a new lead. Team lead reviews lead source, budget, etc. in ApproveThis. Only approved leads hit your main pipeline.

Who uses this: Brokerages with 50+ agents. Stops rookie mistakes, ensures high-value leads get senior attention fast.

2. Transaction Updates Without the Spreadsheet Circus

The problem: Financing approved? Listing price agreed? Someone’s manually updating 12 systems. Until they get distracted.

The fix: When ApproveThis gets a “yes” on the buyer’s mortgage terms, Zapier pings Lofty to update that transaction’s status. No human middleman.

Who cares: Property management firms. Imagine auto-updating unit availability when a lease renewal gets approved. Tenants stop calling you; you start closing deals.

3. Turning Smart Plan Milestones Into Actual Leads

The problem: Your “45-day follow-up plan” for past clients works… except when someone forgets to log that they actually called.

The fix: When a Lofty Smart Plan completes (like sending a market report), Zapier fires an approval request: “Is this lead worth pursuing?” If yes, ApproveThis shoves them into your CRM.

Steal this idea: Solo agents scaling up. Automate lead gen without hiring an assistant who’ll miss details.

4. Approval Requests That Update Lead Intel Automatically

The problem: Your contractor says the renovation budget’s approved, but the lead still shows “pending financing” in Lofty. Cue confusion.

The fix: New ApproveThis request? Zapier updates the linked Lofty lead with notes/docs. No more “Wait, I thought we had the permit?”

Big win: Teams with external partners (lenders, inspectors). They approve stuff in email; your CRM stays current without you lifting a finger.

Setup That Takes Less Time Than a Coffee Run

If you can forward an email, you can do this:

1. Connect the apps in Zapier – ApproveThis + Lofty. Takes 2 minutes.
2. Pick your trigger: Like “New Lead in Lofty” or “Approval Given in ApproveThis”.
3. Choose what happens next: Map fields (e.g., lead details → approval request notes).
4. Test with a real deal: Zapier’s test mode lets you fake a lead/approval to see if it works.

Pro tip: Use ApproveThis’s calculated fields to auto-flag high-priority requests. Example: Lead’s budget over $1M? Approval skips junior staff.

Who Gets Their Time Back (Besides You)

Sales Teams

Stop herding cats for sign-offs. A lead either gets approved fast or gets rejected fast – no limbo. Approval thresholds mean small deals auto-close; you focus on big fish.

Operations Managers

Track every approval’s status without micromanaging. Vacation delegation means Karen’s beach trip doesn’t block closings. Real-time dashboards show bottlenecks before they explode.

Brokerage Owners

Compliance without the headache. Every “yes” is documented, every “no” has a reason. Audit trails happen automatically, because lawsuits aren’t fun.

This Isn’t Just About Saying “Yes” Faster

It’s about eliminating the crap that makes people hate real estate jobs. The endless follow-ups. The “I thought YOU approved that!” The clients who ghost because you took three days to get five signatures.

ApproveThis + Lofty via Zapier cuts through that. Not with some “revolutionary AI” BS, but by making the systems you already use actually talk to each other.

Final note: ApproveThis doesn’t make your team use Lofty. External partners approve via email. Clients approve via text. Your CRM still stays updated. That’s the real win – flexibility without chaos.

Time to Stop “Managing” and Start Closing

You didn’t get into real estate to babysit approval chains. Get ApproveThis, connect it to Lofty, and let the “easy button” handle the busywork. Or keep doing it manually – your competitors will love that.

Book a 10-minute demo (seriously, it’s short) or try it free. Your next commission check’s waiting.