Mortgage broker
Pre-approval, rate watch and the realtor partner pipeline.
Professional services
The Real estate team GoHighLevel snapshot kit
Buyer and seller tracks that never share a pipeline.
Buyers and sellers need opposite conversations, and most real estate snapshots force them down a single pipeline. This kit separates them, plus the long nurture that turns a past client into a second transaction five years later.
- Neighbourhood pages and a valuation form
- Buyer board, seller board, transaction board
- Asked while the keys are warm
What lands in the account for real estate agents kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in real estate agents and teams, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Neighbourhood pages and a valuation form
Professional Website. An IDX-ready site with area pages already written, a home valuation funnel and the showing calendar embedded rather than bolted on.
- Area and neighbourhood pages
- Home valuation funnel
- Showing calendar embedded
- Without it
- Your site is an IDX search box sitting on a photo of the skyline. Nothing on it says anything a local seller could not get from a portal.
- With it
- An AI Studio build with a written page per neighbourhood you actually work, a valuation request form, licence and fair housing wording, and the showing calendar on every page.
- How it pays
- Say a copywriter charges $350 for a neighbourhood page and you work eight of them. That is the whole kit before you count the site build sitting underneath it.
- BS-02ACCT
Funnels
Home valuation and open house registration
- Without it
- Your valuation page sends sellers to a portal that hands them a number and hands you nothing back. The open house sheet is still a clipboard by the door.
- With it
- Pages for the home valuation request, open house registration, a buyer guide, a seller guide, a neighbourhood market report, and a page for the lender and attorney partners who refer.
- How it pays
- If you spend $600 a month on seller lead ads and the valuation page takes a real address and phone rather than an email, work out what that does to your cost per listing appointment.
- BS-03ACCT
Forms and surveys
Valuation request and open house sign-in
- Without it
- An open house sign-in sheet on a clipboard is illegible by Tuesday, and half the names on it are invented anyway. Nothing follows from it.
- With it
- Digital sign-in on a tablet, a valuation request asking address, condition and reason for moving, a buyer criteria form, and a post-close survey asking who they would refer.
- How it pays
- If forty people walk an open house and the tablet captures twelve real numbers instead of six illegible ones, price those six against your own conversion from sign-in to showing.
- BS-04SYS-01
1 AI Receptionist
Sign calls while you are showing
AI Receptionist. Answers the sign call while you are inside a showing, works out whether it is a buyer or a seller, and books the right kind of appointment.
- Splits buyer from seller
- Books showings and valuations
- English and Spanish
- Without it
- A buyer stands outside a listing and rings the number on the sign. You are in a basement with no signal, showing a different house.
- With it
- Voice AI picks up, asks which property they are ringing about and whether they have a house to sell first, then puts a viewing or valuation in the diary.
- How it pays
- If your side of an average transaction earns $9,000, and one sign caller a quarter would otherwise have rung the agent on the next board instead, the maths is quick.
- BS-05SYS-02
1 AI Chatbot
Portal enquiries answered in seconds
AI Chatbot. Replies to portal and Facebook enquiries inside seconds, captures price band, area and timeline, and hands a real lead to the agent on duty.
- Portal, Facebook and site
- Captures band, area, timeline
- Round robin to the duty agent
- Without it
- A portal enquiry lands at eleven at night and you reply at eight the next morning. By then the buyer has toured with whoever answered first.
- With it
- Text AI replies instantly on the site, Facebook and SMS with price, taxes and availability, asks about area, budget and timeline, then routes to whoever is on duty.
- How it pays
- Say you pay $40 for a portal lead. Every one answered inside a minute rather than a morning is the difference between paying for a name and paying for a showing.
- BS-06ACCT
Custom fields
Price band, area, timeline, house to sell
- Without it
- You know a buyer wants three bedrooms and nothing else. Their mortgage status, the lease ending in June, and the property they must offload first are written nowhere.
- With it
- Price band, areas, bedrooms, timeline, whether there is a property to sell first, financing status and the referral source. The cadence changes according to what is set.
- How it pays
- A buyer with a lease ending in June should be contacted in March, not chased weekly from January. If that keeps ten people subscribed rather than annoyed, value it yourself.
- BS-07ACCT
Custom values
Brokerage name, licence, fair housing footer
- Without it
- Brokerage name, licence number and the fair housing statement have to appear on everything, and on a team the agent name changes with every message.
- With it
- Set brokerage name, licence number, the fair housing footer, the areas you list in, the office number and the valuation page once. One build serves every agent on the team.
- How it pays
- Add a fourth agent and you set their values rather than duplicating the whole build. If onboarding an agent currently costs you a day of somebody's time, that is the saving.
- BS-08ACCT
Pipelines
Buyer board, seller board, transaction board
- Without it
- Buyers and sellers end up on one board and the stages fit neither. A seller needing a valuation and a buyer needing a lender are not the same job.
- With it
- Sellers run valuation requested, listing appointment set, agreement signed, active, under contract. Buyers run enquiry, showing booked, offer written. A third board holds the transaction through to close.
- How it pays
- A file that stalls between offer accepted and close costs the whole commission if it collapses. If your side is worth $9,000, one saved deal a year covers the account comfortably.
- BS-09ACCT
Workflows
Valuation sent, showings followed, contract chased
- Without it
- A seller asks what their house is worth on a Sunday and gets a number on Wednesday. The listing appointment goes to whoever answered on Sunday.
- With it
- The kit sends the valuation estimate within minutes, follows every showing the same evening, works the open house sign-ins, and runs milestone updates from inspection through to close.
- How it pays
- If you run two open houses a month with forty people signing in, and the same-evening follow-up turns one into a listing appointment a quarter, price that against your own commission.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Showings and listing appointments protected
Smart Appointment System. Confirms the showing with the address and lockbox details, reminds on the ladder, and re-books when a buyer does not turn up.
- 24h, 1h and 15min reminders
- Address and access details
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the buyers who missed a showing and the valuation leads who went quiet, which is most of the database of any team over two years old.
- Missed showing callback
- Cold valuation lead revival
- Voicemail with a rebook link
- Without it
- You drive across town with a lockbox code and a buyer who is not coming. The seller vacated the house for an hour for nothing.
- With it
- Confirmation carries the address, the access notes and where to park. Reminders run down to the quarter hour, and a buyer who does not appear gets rebooked the same day.
- How it pays
- The recovery run is tuned for 70% no-show recovery. Say a no-show costs you ninety minutes and you value your time at $75 an hour, before you count the seller's patience.
- BS-11SYS-09SYS-08
Nurture campaign
The buyer who is nine months out
Lifetime Nurture Campaigns. The long game this industry runs on: home anniversary notes, annual equity updates, and the referral ask that arrives before the next move.
- Home anniversary touches
- Annual equity check-in
- Referral programme
Database Reactivation. Works the past clients at six months and the dead leads at twelve, keyed to what they were looking at rather than a blanket market update.
- Six month past client trigger
- AI calling campaign
- Keyed to their old search
- Without it
- A buyer who needs nine months to save a deposit is not worth a phone call this week and is worth everything next spring. Most agents drop them.
- With it
- A long cadence keyed to what they were searching for, plus the past client track: closing anniversary, an annual equity note, and a referral ask before the next move happens.
- How it pays
- If your database holds four hundred people who were once interested, and the cadence produces one transaction a year at $9,000 a side, the account is a rounding error.
- BS-12SYS-06SYS-07
Review automation
Asked while the keys are warm
Review Harvesting. The ask fires post-close, on the day the keys change hands, which is the single highest point of goodwill in the whole transaction.
- Trigger: closed and funded
- Fires on handover day
- Google and Facebook links
Review Automation. The engine asks both sides of the deal separately, on their own timing, and never lets a co-listing agent be asked twice for the same address.
- Buyer and seller asked apart
- Two follow-ups, then stop
- One ask per transaction
- Without it
- You close on a Friday, everyone hugs in the car park, and nobody asks for a review. Three weeks later the buyer is unpacking and has forgotten your surname.
- With it
- The request goes out while the keys are still warm. Both sides of the deal get their own cadence and their own timing, and one transaction produces one ask.
- How it pays
- A seller choosing between three agents reads reviews before booking a listing appointment. If your side of a deal is worth $9,000, one listing won that way settles it.
- BS-13ACCT
Seasonal automation
Spring listings decided in January
- Without it
- Listings come on in March and the sellers decide in January. If you start talking to them in March, you are talking to somebody else's client.
- With it
- A January prepare-to-list campaign, a spring valuation push, a school year timing note to family buyers, and a quiet winter market update that keeps the database warm.
- How it pays
- If a January campaign to two hundred past clients and neighbours produces four valuation requests and one turns into a listing, set your own average commission against a campaign that runs itself.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how real estate agents and teams actually sell
An agent wins listings by being the person who showed up with a number, and wins buyers by being first to reply. The kit sends a valuation estimate within minutes of a seller enquiry, routes buyers into a saved-search cadence, and keeps a low-touch anniversary and market-update track running for everyone who already closed.
- Building separate buyer and seller pipelines that do not collide
- Wiring an open house check-in form to a same-day follow-up
- Writing a full year of past-client touches
Primary pipeline
- New lead
- Contacted
- Appointment set
- Agreement signed
- Active
- Under contract
- Closed
The problem, and what actually changes
What it looks like today
- Sign calls arrive while you are inside a showing, and a buyer who does not get an answer calls the next sign.
- Buyer and seller leads share a pipeline, so a seller gets buyer nurture and unsubscribes.
- The database from three years of closings sits untouched because nobody has time to work it.
- Reviews are asked for at closing, remembered about half the time, and never followed up.
What changes, and what changes it
- Every sign call is answered, split into buyer or seller and booked onto the right kind of appointment.SYS-01 AI Receptionist
- Portal and Facebook enquiries get a reply in seconds with band, area and timeline captured.SYS-02 AI Chatbot
- Missed showings are called back inside the hour, which is the difference between a rebook and a cold buyer.SYS-05 Smart Appointment System
- Past clients and dead valuation leads are worked on a six month cycle against what they were actually looking at.SYS-08 Database Reactivation
- Both sides of the deal are asked for a review separately on their own timing, on handover day.SYS-09 Lifetime Nurture Campaigns
Built for
- Teams of three or more agents with a shared lead source and a database over five hundred contacts.
- Agents buying portal or Facebook leads who are losing them to slow first contact.
- Anyone whose past client list has never been systematically worked.
Not built for
- A solo agent working entirely on personal referral. You will pay for capacity you do not need.
- Teams who want the AI to give a valuation on the phone. It captures and books; the number comes from you.
- Brokerages looking for a transaction management system. This is lead and client side only.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for real estate agents and teams at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Seller valuation request to estimate sent
- Buyer enquiry speed to lead under 5 minutes
- Listing appointment booking and reminder
- Open house check-in and same-day follow-up
- Saved search alert cadence
- Offer submitted status updates
- Under contract milestone updates
- Closing anniversary each year
- Past client market update quarterly
- Sphere of influence monthly touch
The funnels, by name
- Home valuation funnel
- Buyer guide download
- Seller guide download
- Open house registration
- Featured listing page
- Neighbourhood market report
- Agent recruiting page
- Referral partner page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for real estate agents and teams, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
Sign calls, portal enquiries and Facebook messages all arrive while you are inside a showing. Every one gets answered, split into buyer or seller and routed.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a showing
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked showing.
Ten days of nurture is what separates a lead from a booked showing. Area content, a valuation offer and a call that asks about the timeline.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A missed showing is a wasted afternoon and a cold buyer. Address and access details go out with the confirmation, then three reminders, then a callback.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied client into the thing that wins the next one.
The ask lands on handover day, and both sides of the deal are asked separately on their own timing.
Intelligent review request
- Satisfaction check 2 hours after the closing
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a client for years rather than one transaction.
This industry lives on the database. Home anniversaries, annual equity notes and a referral ask that arrives before the next move, not after it.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best clients
Put your own numbers in
A single recovered transaction covers the kit many times over on these assumptions, so the honest question is not payback but whether you will work the database at all. Every box below starts on an assumption for real estate agents and teams, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$56,117
recovered a month from calls you currently miss
1 days
for the $1,795 kit to cover itself
56 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Real estate team snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The real estate team kit is that copy built for real estate agents and teams: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
Yes. Lead routing is round robin by default with an override field for team leads, and every calendar is per agent, so a solo agent simply has one entry in the rotation.
No. Snapshots do not carry data connections. The listing pages are built to be populated by your IDX or listing feed of choice, and we hand over the field mapping.
Not out of the box. Property management needs a tenant and maintenance pipeline, which is a custom snapshot build rather than a change to this one.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Kits that neighbour this one
Take the real estate team kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.