Mortgage
Pre-approval, rate watch and the realtor partner pipeline.
Professional services
The Real estate 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 one pipeline. This kit ships two, plus the long nurture that turns a past client into a second transaction five years later.
- 28 workflows
- 8 funnels
- 3 pipelines
- 42 templates
Everything included in the Real estate kit
8Funnels and websites
28Workflows
3Pipelines
3Calendars
10Forms and surveys
42Email and SMS templates
49Custom fields
24Custom values
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 28 workflows inside
These ten do the heavy lifting. The remaining 18 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 8 funnels
- 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 to install it
- 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: 24 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Real estate snapshot questions
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.
Kits that neighbour this one
Take the real estate kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.