When "Just Sign Here" Isn't Enough
Let's be real - real estate teams aren't paid to chase down signatures. Yet most spend 3 hours daily herding approval cats across listings, contracts, and compliance docs. Shaker organizes your client chaos. ApproveThis slams the gas pedal on decisions. Together? They turn "waiting on approvals" from a business killer into your secret weapon.
Why This Combo Works Like a Double Shot of Espresso
Shaker's the control center for deals - contacts, properties, compliance trails. ApproveThis is the bouncer at the door making sure only legit requests get through. Connect them through Zapier, and you've got:
- Zero manual handoffs between systems
- Approvals that happen where the work already lives
- Full audit trails without spreadsheets
Best part? Your title company or external partners can approve docs without needing Shaker logins. No more "I can't find the portal" excuses.
Four Ways This Duo Saves Brokerages 12 Hours Weekly
1. Auto-Check New Client Intel
When a new lead hits Shaker, ApproveThis instantly pings your compliance officer to verify:
- Anti-money laundering docs
- Dual agency disclosures
- State-specific paperwork
Brokerage case study: Redfin team cut client onboarding from 48hrs to 2hrs by auto-routing KYC checks to regional managers based on property location.
2. Greenlight Deals Without Status Meetings
New Shaker deal triggers approval chains in ApproveThis with:
- Auto-calculated commission splits
- Escalation rules if response lags
- Mobile-ready approval buttons
Pro tip: Set approval thresholds so small price adjustments auto-approve, but major changes ping the broker.
3. Ghost Stale Contracts Automatically
When Shaker deals go cold, ApproveThis:
- Flags expiration dates
- Pings agents to renew or kill
- Auto-archives if no response
Coldwell Banker team reclaimed 23% pipeline capacity using this exact play.
4. Instant Compliance Paper Trails
Every approved/denied action in ApproveThis auto-logs to Shaker with:
- Timestamps
- Approver comments
- Version history
Saved one RE/MAX office $14k in audit fines last quarter.
Setup in 3 Steps (Seriously)
1. Connect Shaker to ApproveThis via Zapier
2. Pick your trigger (new deal, contact, etc.)
3. Set who approves what and how fast
Example: When Shaker gets new offer -> ApproveThis pings broker + attorney -> Both approve via email -> Approved docs auto-attach to deal.
Why Your Accountant Will Love This
ApproveThis' calculated fields auto-check:
- Commission math
- Budget vs actuals
- Tax withholding totals
Accounting teams at Compass use this to auto-flag deals needing CPA review before approval.
Ooooh, That's Clever
Savvy teams add these twists:
- Route high-value deals to senior brokers first
- Auto-approve repeat client requests
- Tag stalled approvals in Slack daily digest
One LA team uses vacation delegation so out-of-office brokers never hold up closings.
Your Move
ApproveThis isn't another tool - it's your approval muscle memory. Shaker keeps the deals flowing. Together, they're the closest thing to cloning yourself.
Ready to stop being a signature janitor?
Get Started Free or Book a 15-Min Demo
P.S. Your competitors already did. Just saying.
FAQs From Real Brokers
"What if approvers hate new tech?"
They approve via email. Zero login needed.
"Can we customize approval paths?"
Yes. Luxury teams often require 3+ broker signoffs on high-ticket listings.
"How's this different from DocuSign?"
ApproveThis handles the decision-making before documents get signed. Think of it as the "should we send this?" layer.
Bottom Line
Real estate runs on decisions, not documents. ApproveThis + Shaker via Zapier lets your team focus on selling homes instead of chasing yeses. Because in this market, hesitation loses deals.
Integrate with Shaker Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for Shaker
Suggested workflows (and their Zapier components) for Shaker
Create approval requests for new contacts
When a new contact is created in Shaker, this integration creates an approval request in ApproveThis to verify contact details. *Note: Ensure contact information is complete before sending for approval.*
Zapier Components

Trigger
New Contact
Triggers when a new contact is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create deals for new approval requests
When a new approval request is received in ApproveThis, this integration creates a new deal in Shaker to capture potential business opportunities. *Note: Configure deal parameters in Shaker for optimal tracking.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Deal
Creates a new deal.
Create approval requests for new deals
When a new deal is created in Shaker, this automation sends an approval request in ApproveThis to confirm deal terms. *Note: Adjust approval criteria as needed for deal validation.*
Zapier Components

Trigger
New Deal
Triggers when a new deal is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create contacts for approved requests
When an approval request is resolved in ApproveThis, this integration creates a new contact in Shaker for record keeping. *Note: Verify that approved requests meet the criteria for new contacts.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Contact
Creates a new contact.
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