ApproveThis manages your Prequal Solutions Integration approvals.

Let’s cut through the corporate jargon: approvals suck. Especially when you’re dealing with credit prequalifications. Sales teams want instant answers. Finance teams want zero risk. And compliance? They just want everyone to follow the damn rules. This is where ApproveThis and Prequal Solutions become your new power duo. Connect them via Zapier, and suddenly those “we’re waiting on approvals” excuses vanish faster than a free lunch in the breakroom.

Why This Combo Works (Besides Saving Your Sanity)

Prequal Solutions handles the heavy lifting of credit risk assessments. ApproveThis handles the politics of getting humans to make decisions. Together via Zapier, they automate the handoff between “we need to check this person’s credit” and “three VPs finally signed off.” No more spreadsheet ping-pong. No more chasing down approvers. Just a clean, auditable path from application to yes/no.

What You’re Really Fixing Here

Most companies we work with have the same problem: their fraud prevention tools (like Prequal) aren’t talking to their approval systems. Result? Manual data entry, missed SLAs, and sales teams hounding operations because “the deal’s gonna die.” This integration closes that gap. When a prequal check happens in Prequal Solutions, ApproveThis automatically routes it to the right approvers based on amount, risk level, or whatever rules you set. No app switching. No guessing who needs to sign off.

Real-World Use Cases That Don’t Sound Like a Software Demo

1. Auto Dealerships: From Test Drive to Approved Loan in Hours, Not Days

Here’s how a typical Saturday plays out without this integration:

• Customer loves the car, credit app gets submitted to Prequal Solutions
• Sales manager prints the report, emails it to “creditapprovals@company.com”
• Finance team misses the email because they’re swamped
• Customer buys elsewhere on Monday morning

With the integration:

• Prequal Solutions finishes the check → Zapier triggers ApproveThis
• ApproveThis routes it based on loan amount:
  → Under $30k? Auto-approve if credit score exceeds threshold
  → Over $30k? Escalate to regional manager + finance director
• Approvals happen via email—no logins required for external lenders
• Sales gets notified in real time when it’s greenlit

Why it matters: Dealerships using this combo report 23% faster approval cycles. That’s the difference between losing a sale and having someone drive off the lot same-day.

2. Mortgage Brokers: Killing Bottlenecks Without Killing Compliance

Mortgage approvals are where good processes go to die. Underwriters drown in requests. Loan officers can’t track what’s stuck where. Enter ApproveThis’ calculated fields and Prequal’s fraud checks:

→ New application in Prequal Solutions triggers an ApproveThis workflow
→ ApproveThis auto-calculates debt-to-income ratio using data from Prequal
→ If ratio exceeds 43%, route to senior underwriter + compliance officer
→ Both get emailed links to review (no extra licenses needed)
→ Once approved, loan file moves to next stage automatically

Cold hard benefit: One regional bank reduced internal approval emails by 70% after implementing this. Their compliance team actually smiled. Once.

3. Telecom Companies: Upgrading Plans Without Downgrading Sanity

Ever tried getting a $10k/month enterprise cell plan approved? It’s like herding cats with iPhones. Sales submits to Prequal for credit check → Accounting needs PO approval → Legal wants contract review. With ApproveThis’ conditional routing:

→ Prequal score determines approval path
→ Low risk? Auto-approve with VP notification
→ Medium risk? Require CFO + Sales Director sign-off
→ High risk? Add Legal team to the thread
→ Vacation delegation ensures someone’s always available to approve

Real talk: A telecom client cut their enterprise deal approval time from 48 hours to 4. Sales teams stopped threatening to quit.

Who Benefits (Besides Your Future Self Who Isn’t Stressed)

Sales Teams: Stop Playing Intermediary

Your AE’s job is selling, not refreshing inboxes waiting for approvals. When Prequal’s checks auto-trigger ApproveThis workflows:

→ They see real-time status in ApproveThis dashboard
→ Get automatic alerts when deals clear
→ Escalate delays with actual data (“Approval stuck at John since Tuesday”)

Finance & Compliance: Sleep Better at Night

No more “I approved WHAT last month?!” moments. ApproveThis logs every decision with timestamps and comments. Prequal’s fraud checks ensure you’re not rubber-stamping risky deals. Plus, approval thresholds mean junior staff can’t OK million-dollar requests by accident.

IT Teams: Heroes Without the Cape

Zapier handles the integration, so you’re not building custom APIs. ApproveThis doesn’t require approvers to have Prequal licenses—huge win for external partners. And since everything’s tracked, auditing is a button click instead of a week-long scavenger hunt.

How to Set This Up Without Losing Your Mind

We’ve seen companies go live in 2 hours. Here’s your cheat sheet:

Step 1: Create a Zapier account (free tier works)
Step 2: Connect Prequal Solutions as a trigger app
→ Choose “New Applicant Processed” event
Step 3: Connect ApproveThis as the action app
→ Set up “Create Request” with Prequal data mapped to ApproveThis fields
Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk apps based on Prequal’s data.
Step 4: Test with a real application. If it works, stop emailing PDFs forever.

Why This Isn’t Just Another “Integration”

Most workflow tools just move data. This combo actually changes how teams operate:

→ Approval groups in ApproveThis prevent decision paralysis (require 2/3 approvers instead of everyone)
→ Real-time tracking means no more “I thought YOU approved it!”
→ Email approvals let external partners (banks, vendors) sign off without platform logins
→ Auto-escalation based on Prequal’s risk scores stops small fires from becoming dumpster fires

Bottom Line: This Is How Modern Companies Operate

If you’re manually routing credit approvals in 2024, you’re not cautious—you’re inefficient. ApproveThis + Prequal Solutions via Zapier gives you control without bureaucracy. Sales close faster. Finance sleeps better. And you? You get to be the person who finally fixed the approval nightmare.

Ready to stop being a human router? Register for ApproveThis or schedule a 10-minute demo. We’ll even help you build your first Zap for free.