Approval decisions
This approval management CRM lets you approve, reject, request changes, cancel, or assign requests according to permission and routing rules.
Approvals & Audit
Approval workflow software for real estate teams.
Approval workflow software for real estate teams: IRM365 routes consequential actions through approval queues, captures decision notes and notifications, then records business-data changes with searchable before-and-after audit history.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
Audit workspace
Every important change is searchable by record, user, date, and event.
Audit logs surface who made a change, when it happened in the tenant timezone, what record changed, and the before/after values needed for compliance or dispute resolution.
UserRecordEventIPDiffTenant time
app.irm365.com/settings/audit-logs
01Approval Queue
Route consequential actions through a second reviewer.
Approvals enforce the four-eyes principle for sensitive actions such as lead disqualification, MOU activation, high-value receipt voids, some contract terminations, and bulk operations above configured thresholds.
- Pending for Me shows APR reference, action, parent record, requester, date, and notes
- Approve executes the deferred action immediately and notifies the requester
- Reject denies the request; the parent record stays unchanged
- Request Changes unlocks the parent record and closes the original request
Pending for meAPR queue
APR-1042Pending
MOU Activation
MOU-2026-018 · AED 1.25M
APR-1043Pending
Lead Disqualification
LEAD-476165 · Reason required
APR-1044Pending
Receipt Void
RCT-2026-091 · High value
02Decision Flow
Approve, reject, request changes, cancel, or reassign.
Decision makers review the requested action, current parent-record state, requester notes, and supporting documents. Requests can also be assigned to another approver when routing needs to change.
- MOU activation separates draft preparation from financial commitment
- Assign can reroute a request to another approver
- Relevant users can be notified in-app and by email where configured
- Self-approval is generally blocked, requiring another approver
MOU activation requestPending
MOU-1042 · Unit 1605 · AED 1.2M — record locked while pendingApproveMOU activates
Request changesRecord unlocks
RejectWith decision notes
Approved by Sales Director — installments, reservation & payables generated
03Audit Log
See who changed what, when, and from where.
IRM365 audit logs record business-data changes across records and settings with user, timestamp, tenant timezone, IP address, user agent, event type, record reference, and before/after field differences.
- Filter by date range, user, record type, event type, or record reference
- Audited records include leads, opportunities, customers, contracts, MOUs, settings, roles, permissions, users, and approvals
- Click an update to inspect the old value versus new value diff
- Record detail pages can show audit entries for that record only
app.irm365.com/settings/audit-logs
Capabilities
Control and traceability
Approvals prevent unilateral high-impact actions; audit logs reconstruct what changed after the action is complete.
Sensitive actions
Typical approval actions include MOU activation, lead disqualification, high-value receipt voids, terminations, and bulk operations.
Before/after diffs
Audit trail CRM rows expose changed fields with old values and new values for each update.
Permission scoped
Approval queues and audit logs respect role, permission, and hierarchy scope.
Notifications
Approvals notify requesters and relevant users when a decision is made — in-app, by email, and via browser or PWA push where enabled.
Record audit tabs
Most important records expose a local Audit section without searching the global log.
FAQ
Frequently asked questions
Approvals route consequential actions — such as MOU activation, lead disqualification, high-value receipt voids, some terminations, and large bulk operations — through a second reviewer, enforcing a four-eyes check before they take effect.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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