Sales Approval Workflow is a software feature that automates the routing, review, and approval of real estate transaction documents through predefined organizational checkpoints. In iRealtee, this feature ensures that reservation agreements, buyer credentials, and payment schedules move through proper authorization channels before a sale becomes final.
Core Features
- Multi-level approval routing — Documents pass through designated approvers (sales managers, compliance officers, finance heads) based on transaction value or property type
- Status tracking dashboard — Real-time visibility into where each document sits in the approval pipeline
- Automated notifications — SMS and email alerts sent to approvers when action is required
- Rejection handling — Clear feedback loops when documents need revision before resubmission
- Audit trail integration — Every approval, rejection, and modification logged for compliance purposes
- Electronic signature support — Digital sign-off at each approval stage
How it Works
You configure approval stages based on your brokerage's hierarchy. When an agent submits a sale, the system automatically routes the documentation package to the first approver.
- Submission — Agent uploads buyer requirements (valid IDs, proof of income, reservation fee receipt)
- First-level review — Team leader verifies document completeness
- Compliance check — Admin confirms DHSUD and developer requirements are met
- Finance approval — Accounting validates payment terms and schedules
- Final authorization — Branch manager or broker gives final sign-off
Each stage has configurable SLA timers. If an approver exceeds the time limit, the system escalates or notifies management.
Pros & Cons
Advantages:
- Eliminates manual document handoffs and lost paperwork
- Creates accountability at every approval stage
- Reduces sale cancellations due to incomplete documentation
- Speeds up transaction processing from weeks to days
Limitations:
- Requires initial setup time to map your organizational approval structure
- Staff training needed for adoption
- May slow down simple transactions that could be approved faster manually
Real-World Application
In Philippine real estate brokerages, sales documentation must comply with multiple requirements: DHSUD registration, developer-specific checklists, and BIR tax documentation. Without a workflow management system, these documents often get stuck in email threads or physical folders.
iRealtee's Sales Approval Workflow integrates with the platform's Sales Document Management module. When you use the Sales Wizard to encode a new transaction, the system automatically creates the approval request and attaches all uploaded documents. Approvers can review and sign off directly from their dashboard or mobile device.
This feature complements Quick Actions by surfacing pending approvals in the user's priority task list. Combined with Commission Split Approval, organizations can manage both documentation and payout authorization from a single platform.
Related Terms
References
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