ApproveThis manages your Unbiased Pro approvals.

When Approval Management Meets Client Growth

Let’s cut to the chase: financial advisers and mortgage brokers don’t have time to chase down signatures or wonder if Karen in compliance saw the latest client request. That’s why pairing ApproveThis with Unbiased Pro through Zapier isn’t just convenient – it’s a strategic move for any firm tired of approval bottlenecks slowing down client operations.

Unbiased Pro helps UK financial services manage client enquiries like a pro. But here’s the rub: every status change on an enquiry (think “lead” to “proposal sent” or “contract pending”) usually means someone, somewhere needs to sign off on something. That’s where ApproveThis comes in – automating those approval handoffs so your team can focus on clients instead of chasing internal clearances.

Why This Combo Works for Mid-Sized Financial Firms

We’re talking about companies where a 4-hour approval delay could mean losing a £500k mortgage case to another broker. Teams in this space need two things desperately: visibility into what’s stuck, and frictionless handoffs between client-facing tools and internal approval chains.

Here’s what happens when you connect the dots:

• No more status black holes: Enquiry updates in Unbiased Pro automatically trigger approval requests in ApproveThis
• Approvals follow the money: Set £ thresholds so big-ticket items get escalated to senior partners automatically
• External clients stay in the loop: Borrowers or investors can approve docs via email without needing Unbiased Pro logins

Take a 200-person wealth management firm: Their advisers use Unbiased Pro to track 300+ client enquiries monthly. Without automation, each status change requires manually emailing compliance teams. With the integration? Compliance gets auto-assigned ApproveThis requests the second an enquiry moves to “ready for review” – complete with calculated risk scores pulled from the client’s file.

Real-World Use Cases That Actually Matter

Use Case 1: Mortgage Brokerage Scalability Play

Picture this: A broker updates an enquiry to “Offer Accepted” in Unbiased Pro. Zapier triggers ApproveThis to:

• Route the file to 3 senior brokers for consensus approval
• Attach the client’s affordability calculator from Unbiased Pro
• Escalate to the head of lending if not approved in 48hrs

Why it works: Mortgage teams often bottleneck at the final approval stage. This flow ensures compliance while keeping the client experience snappy – critical when competing against digital lenders.

Use Case 2: Compliance Teams That Don’t Hate Mondays

When an accountant marks an enquiry as “High-Risk Client” in Unbiased Pro, ApproveThis can:

• Require mandatory anti-money laundering checks
• Pull in transaction histories using calculated fields
• Auto-approve low-risk cases under £10k

The kicker: Approvers get everything in one email thread. No logging into multiple systems. No chasing down client managers. Just clean audit trails that make regulators smile.

Setting This Up Without Losing Your Mind

Here’s the beauty of Zapier – you’re not building the space shuttle. Two key workflows cover 80% of financial teams’ needs:

Workflow 1: Enquiry Changes → Approval Requests

1. In Zapier, set Unbiased Pro’s “Enquiry Status Change” as trigger
2. Filter to only catch statuses needing approvals (e.g., “Contract Ready”)
3. Map enquiry data to ApproveThis’ “Create Request” action
4. Set approval rules based on client type or £ amount

Workflow 2: Approvals → Enquiry Updates

1. Trigger on ApproveThis’ “Request Approved/Denied”
2. Push decision + comments back to Unbiased Pro
3. Auto-update next steps (e.g., “Awaiting Signature” → “Approved”)

Pro tip: Use ApproveThis’ calculated fields to auto-fill risk scores from Unbiased Pro data. Saves approvers 10+ minutes per case.

Features That Make Financial Teams Look Good

For Advisers: Email Approvals That Clients Actually Use

Clients get a clean email with “Approve” or “Reject” buttons. No portals. No passwords. Just one-click sign-offs that update both systems. Perfect for time-sensitive deals where your 60-year-old client isn’t going to figure out a new platform.

For Operations: Vacation Coverage That Works

When your head of compliance is on holiday, ApproveThis auto-reassigns their approvals to the deputy. No more “Sorry, Linda’s out” delays on critical client contracts.

For Leadership: Real-Time Dashboards That Mean Something

See which enquiry types get stuck in approval limbo. Spot bottlenecks in specific teams. All fed by live data from both platforms.

Who Wins When These Tools Talk?

Mortgage Teams Closing Faster

Brokers using both platforms report 30% faster approval cycles. Not because people work harder – because the process stops relying on someone remembering to nudge the right person.

Compliance That Doesn’t Kill Growth

Auto-approve low-risk cases under £50k. Flag high-net-worth individuals for extra checks. Balance client experience and regulations without the paperwork.

Client Onboarding That Doesn’t Embarrass

New client enquiry in Unbiased Pro? Approval requests for terms, AML checks, and service agreements fire off in parallel. What used to take 5 days now takes 8 hours.

The Bottom Line for Financial Services

ApproveThis isn’t just another approval tool. When wired into Unbiased Pro via Zapier, it becomes the nervous system for client operations – ensuring every status change, every compliance check, every contract sign-off happens with both speed and rigor.

For firms between 50-5000 employees, this isn’t about fancy tech. It’s about removing the 17 tiny delays that add up to lost clients. It’s about compliance teams that enable deals instead of blocking them. And it’s about finally having visibility into what’s actually happening with your biggest asset – your client pipeline.

Ready to stop herding approval cats? Book a demo or start your free trial. Your future self (and your board) will thank you.