ApproveThis manages your zipForm Plus Integration approvals.

Two Platforms, One Competitive Edge

In real estate, time spent chasing signatures or verifying client details is time lost closing deals. ApproveThis and zipForm Plus solve this problem together. ApproveThis automates decision-making for contracts, expense reports, and compliance checks, while zipForm Plus serves as the industry-standard platform for managing real estate forms and contacts. When connected via Zapier, they turn manual processes into automated workflows that keep transactions moving – even when stakeholders are offsite or outside your organization.

Why This Integration Matters

zipForm Plus is the exclusive forms software for the National Association of REALTORS® (NAR), used by over 640,000 professionals. But approving new client intake forms, vendor contracts, or commission agreements still often happens in email threads or sticky notes. ApproveThis adds structure to these decisions with rules like:

• Auto-escalating high-value contract approvals to senior brokers
• Requiring dual signatures for compliance-sensitive documents

Together, they ensure every form in zipForm Plus follows your business rules – without manual oversight.

Key Features That Make This Integration Work

ApproveThis Strengths

Approval thresholds automatically approve routine requests (e.g., sub-$5K expenses) while flagging exceptions. Vacation delegation reassigns pending tasks if a broker is unavailable. Calculated fields let you set rules like "automatically deny commission changes exceeding 2% of listing price."

zipForm Plus Advantages

As the NAR’s official forms solution, zipForm Plus offers legally compliant templates for purchase agreements, disclosures, and addendums. Its contact management system centralizes client and partner details, reducing data entry across transactions.

Real-World Use Cases for Brokerages and Teams

1. Automated Client Onboarding

Scenario: A new buyer submits their information via your website. zipForm Plus creates a contact record, triggering an ApproveThis workflow to verify their pre-approval status and assign them to an agent.

Impact: Reduces lead response time from hours to minutes. A mid-sized brokerage in Austin used this setup to handle 30% more monthly clients without adding staff.

2. Contract Compliance Checks

Scenario: When a sales agent uploads a signed purchase agreement to zipForm Plus, ApproveThis routes it to the managing broker for final review. Approval thresholds auto-approve contracts under $750K but require additional sign-offs above that threshold.

Impact: Eliminates bottlenecks for high-volume, low-risk deals while maintaining oversight on major transactions. A luxury-focused team in Miami cut contract processing time by 41%.

3. Vendor and Partner Management

Scenario: New vendor contracts (e.g., photographers, stagers) added to zipForm Plus trigger approval requests to accounting and legal teams. ApproveThis uses sequential routing to ensure legal reviews payment terms before accounting verifies budgets.

Impact: Prevents overspending and reduces liability risks. A property management company in Chicago reduced vendor onboarding errors by 67%.

Setup Guide: ApproveThis + zipForm Plus via Zapier

Step 1: Create an ApproveThis account and set up your approval templates (e.g., "New Client Intake" or "Vendor Contract").

Step 2: In Zapier, connect zipForm Plus using your zipForm Plus credentials.

Step 3: Choose a trigger:

• "New Contact in zipForm Plus" → Creates approval requests for client vetting
• "New Request in ApproveThis" → Auto-generates zipForm Plus contacts upon approval

Step 4: Map critical fields (e.g., contract value → approval threshold, client type → assigned agent). Test with a sample transaction before full rollout.

Who Benefits Most?

Brokerage Managers

Monitor all pending approvals in ApproveThis’ dashboard instead of tracking emails. Use calculated fields to flag contracts needing additional disclosures based on property type or location.

Transaction Coordinators

Auto-route signed documents to the correct stakeholders. If a title company rep rejects a closing date change, Zapier can update zipForm Plus and notify all parties in one step.

External Partners

ApproveThis lets lenders or inspectors approve documents via email without needing zipForm Plus logins. No more "I can’t access the portal" delays.

Unique Advantages You Won’t Find Elsewhere

Cost Control: ApproveThis doesn’t require licenses for external approvers. Clients, attorneys, or partner agents can review documents without inflating your software costs.

Audit Trails: Every approval or rejection in ApproveThis timestamps the decision and records comments. If a dispute arises post-closing, you have a clear paper trail.

Market Agility: During peak seasons, temporary agents or contractors can be added as approvers in minutes – no IT tickets required.

Limitations to Consider

While powerful, this integration isn’t a full document management system. Complex contracts requiring redline edits should still use specialized tools. However, for 90% of routine approvals, it replaces manual follow-ups entirely.

Getting Started

ApproveThis offers a 14-day free trial with prebuilt templates for real estate teams. For hands-on help, schedule a demo to see how approval automation works with your existing zipForm Plus account.

"We went from chasing 20+ emails per deal to having everything approved before I even check my phone in the morning." – Senior Broker, Las Vegas