GoHighLevel for Realtors: (Detailed Tutorial)

The real estate world is moving faster than ever, and if you're a modern real estate agent, you already know that staying ahead means staying connected, automated, and efficient.

You're juggling dozens of tasks at once: responding to new leads, scheduling showings, managing listings, following up with buyers and sellers, promoting open houses, and yes, trying to maintain your sanity.

That’s where GoHighLevel for Realtors comes in – not as just another tool, but as your all-in-one real estate powerhouse.

It’s the digital assistant, personal marketer, and transaction coordinator you didn’t know you needed – all beautifully wrapped into one robust platform.

GoHighLevel isn't just for marketers or agencies – it's perfectly tailored for real estate professionals who want to work smarter, close more deals, and deliver an unforgettable client experience.

In this practical, step-by-step guide, you’ll learn exactly how to use GoHighLevel to:

• Set up a smart real estate CRM
• Build lead-generating funnels and forms
• Automate follow-ups and tour scheduling
• Manage transactions and keep deals moving
• Delight past clients and grow your referral network
• Scale your business while staying focused on what matters most – your clients

Let's dive in!

How to Use GoHighLevel for Realtors

Let’s get straight to the point – first, we’ll set up your account, then I’ll walk you through all the strategies you can use.

This is how to set it up:

Step 1: Create HighLevel Account for 30 Days Free

Since you're just starting with GoHighLevel, you would need to properly set up your account.

And you can do that for free through our exclusive 30-Day Free Trial link here.

In order to start, head over to gohighlevel.com/30-day-free-tial free trial and click on “30 DAY FREE TRIAL” as you can see below.

Upon clicking on “30 DAY FREE TRIAL“, a page will pop that looks exactly like the image below.

If you take a closer look at the image above, you will see that you need to supply your:

• Business name
• Company name
• Company email
• Phone number

Supply all the pieces of information and click on “Go To Step #2.”

On the next page, you will be required to select the plan you want to opt in for.

As you can see from the image above, you can choose from:

• HighLevel Starter Plan
• HighLevel Unlimited Plan

Select the HighLevel Unlimited Plan and continue – you can always upgrade to the SaaS Mode later if you want that or downgrade.

The next thing you want to do is supply your credit card information.

Note: You will not be debited anything today until the end of your trail that is if you don't cancel. Keep in mind that $1 will be debited and refunded back instantly into your account just to test your card is working.

After you have supplied the information accordingly, click on “START YOUR 30 DAY FREE TRIAL” and you will be asked to confirm you're not a robot.

After that, the page below will pop up.

The image above says, “Your Account has been created!” Now, you need to click on the blue button that says “Click Here to Get Started.“

Click on the blue button to start your onboarding process.

Step 2: GoHighLevel Onboarding Process

The onboarding questions help GoHighLevel understand why you have signed up for the platform so that it can tailor your experience accordingly.

This is all you need to do:

After you click on the blue button above, the page below will pop up.

As you can see above, you need to set up your password, and the password has to be:

• At least 8 characters long
• One lowercase letter
• One uppercase letter
• One number
• One special character

If you have input the password and it matches all the descriptions above, everything will be green just the way it's in the image.

Click on “Continue” there after, and the image below will pop up.

As you can see, a code will be sent to you to confirm your email address and phone number. The process is the same for the 2.

The next thing you need to do is to select how you plan to use GoHighLevel, as you can see below.

Select what best matches why you have signed up and click on Continue.

On the next page, you will be asked if you plan to resell GoHighLevel or not.

Select the answer based on the reason why you have signed up and click on “Continue”

Then, the page below will pop up.

From the image above, you need to select the industry that you fall on. You can also make use of the search button if you can't find it right away.

Then, click on continue after you select your industry.

Then, the next thing you need to do is to select the number of clients that you currently have. Select “I don't have any customers” yet if you currently don't have one.

On the next page, you will be asked to select the platforms you currently use that you can integrate with GoHighLevel right away.

You can use the search button to search for any tools you want to add to your GoHighLevel account.

You can also skip this process and do it later if you want to.

After that, the page below will pop up.

The page above says your account is ready and is asking you to “Start Onboarding Call.”

The “Onboarding Call” allows you to connect with the Go High Level team in order to discuss your account set-up process and everything regarding your plan in using HighLevel.

If you don't want to start the “Onboarding Call” yet, just stroll down, and you will see the button in the image below.

Simply click on “Not now, take me to my account“, and you will have access to your dashboard.

Note: If you have indicated that you want to resell HighLevel, you would have access to the agency dashboard by default, which looks like the image below.

But if you didn't indicate interest in reselling GHL, your dashboard will look like the image below.

You can switch between these dashboards at any time.

The data you see on the dashboard above are not real data, they're snapshots that you can use to kickstart your account setup process.

I want to say congratulations. You have successfully set up your Go High Level account.

🏢 3. Set Up Your Business Info

Once inside, go to Settings > Company and enter your:

• Business name and logo
• Office address and contact details
• Time zone and business hours
• Calendar link (if you already use Calendly or GHL calendar)

This helps personalize your communications and automation so your clients always feel like they’re dealing with a real, professional brand, not a bot.

🌐 3. Connect Your Domain, Email & Phone Number

To make everything look professional and function smoothly, connect the core pieces:

• Domain: Go to Settings > Domains and connect your real estate domain (e.g., www.janedoehomes.com). This lets you publish funnels and landing pages under your own URL.
• Email: Connect your business email (via Mailgun, Gmail, or SMTP) so you can send branded email campaigns.
• Phone Number: Use GoHighLevel’s built-in phone system or Twilio integration to send SMS and make calls directly from your dashboard.

📌 Why this matters: With everything connected, your emails come from your address, texts come from your number, and your branding is consistent across every channel.

🗂 4. Create a Real Estate Sub-Account (Optional but Powerful)

If you’re a broker managing multiple agents or want to segment different types of clients or properties, create a Sub-Account under your main Agency dashboard.

Each sub-account acts like a mini real estate CRM with its own automations, funnels, calendar, and contacts.

🎯 Example: You can create one sub-account for “Luxury Listings” and another for “First-Time Buyers.”

🔌 5. Connect Third-Party Tools

GoHighLevel integrates with tools you may already use, such as:

• Facebook Ads and Google Ads for lead tracking
• Zillow and Realtor.com via email parsing
• Zapier to connect with tools like DocuSign, Google Sheets, or MLS systems
• Stripe or QuickBooks for payment-related workflows (if you're collecting deposits or service fees)

🧩 Pro Tip: Use GoHighLevel’s built-in integrations where possible. Fewer tools = fewer headaches.

🎨 6. Personalize Your Branding

Your clients should always feel like they’re working with you, not a generic system.

Inside Settings > Company, upload your:

• Logo
• Brand colors
• Custom email footer
• Booking calendar header image

These personal touches go a long way in building trust, especially when your communications feel seamless and professional.

🚀 You’re Ready to Roll!

Once your core setup is complete, your GoHighLevel account becomes your central command center. Every lead, text, email, and deal can now be tracked, automated, and managed under one roof.

Building a Real Estate CRM That Works

Think of your CRM (Customer Relationship Management) system as your digital brain – it remembers every lead, conversation, property preference, and follow-up reminder so you don’t have to.

With GoHighLevel, you’re not just getting a generic CRM – you’re building a smart, automated, real estate-specific system that helps you close more deals without dropping the ball.

Let’s walk through how to set it up for success:

📇 1. Create Custom Fields for Real Estate Leads

Every lead is different – some are looking for a 3-bed suburban home, others are cash investors seeking multi-family properties.

The standard “Name, Email, Phone” isn’t enough.

In GoHighLevel, go to Settings > Custom Fields and add fields like:

• Desired location (city/neighborhood)
• Property type (condo, single-family, multi-family, etc.)
• Budget or price range
• Timeline to buy/sell
• Financing status (pre-approved, cash, etc.)

🛠️ Why it helps: These custom fields allow you to personalize follow-ups and filter leads based on what they actually need – no more generic blasts.

🏷 2. Use Smart Tags & Segments

Tags are simple labels that help you stay organized. You can apply them manually or automatically through workflows.

Examples of tags that work great for real estate:

• 🏠 “First-Time Buyer”
• 🔁 “Repeat Client”
• 💰 “Investor”
• ⏳ “6-Month Timeline”
• 📍 “Interested in Downtown”

You can then build smart campaigns or filters based on these tags, like sending investor updates only to clients tagged as “Investor.”

📊 3. Set Up Pipelines for Buyers & Sellers

Pipelines are visual boards that show you exactly where each lead or client is in their journey.

Go to Opportunities > Pipelines > Create New, and set up stages like:

For Buyers:

• New Lead
• Contacted
• Pre-Qualified
• Showings Booked
• Offer Made
• Closed

For Sellers:

• New Lead
• Property Evaluation
• Listing Agreement Signed
• Home Listed
• Offer Received
• Closed

🎯 Why agents love this: It gives you a bird’s-eye view of all your active clients and deals – so nothing slips through the cracks.

🔁 4. Automate Lead Movement in the Pipeline

Once your pipelines are live, you can connect them with Workflows so leads move automatically based on actions.

For example:

• When a new lead fills out your buyer form, they're added to the “New Lead” stage.
• When they book a showing, they move to “Showings Booked”.
• After an offer is submitted, they shift to “Offer Made.”

It’s like having an assistant updating your pipeline in real time, 24/7.

📂 5. Use Notes, Tasks & Conversations to Stay Organized

Inside each contact profile, you can:

• Add Notes after a call or showing
• Assign Tasks to yourself or team members
• View all Texts, Emails, Calls, and DMs in one thread

This means when a client calls you out of the blue, you’ll know exactly what they’re looking for — even if it’s been weeks since you last spoke.

📌 Pro Tip: Set a follow-up task after every meeting or tour. It’s how top agents stay top-of-mind.

🚀 Build a CRM You’ll Actually Use

The best CRM isn’t the most complicated – it’s the one that helps you:

✅ Remember every client
✅ Track every deal
✅ Automate repetitive work
✅ Stay consistent with follow-ups

With GoHighLevel, you can finally build a CRM that works the way you work – whether you're chasing new leads, closing deals, or managing repeat clients.

Lead Generation Funnels for Agents

In today’s market, the agents winning the most listings and buyers aren’t necessarily the most experienced – they’re the most visible and automated.

With GoHighLevel’s funnel builder, you can create lead generation funnels that work for you 24/7, converting cold traffic into warm prospects while you’re busy showing homes or closing deals.

Let’s walk through how to build a real estate funnel that attracts, captures, and follows up with leads like a pro.

🧲 What Is a Real Estate Funnel?

A lead funnel is a guided online journey that helps a visitor go from “just looking” to “interested in working with you.”

It typically includes:

1. A landing page (with a compelling offer or hook)
2. A form (to capture lead info)
3. An automated follow-up sequence (emails or texts that nurture the lead)

You can use different funnels for different types of leads – buyers, sellers, investors, or renters.

🛠️ How to Build a Funnel in GoHighLevel

Go to Sites > Funnels > Create New Funnel

Choose a blank template or use one of GoHighLevel’s real estate examples

Add the following key elements:

• Headline: Speak directly to your target audience
  Example: “What’s Your Home Really Worth? Find Out in 60 Seconds!”
• Form: Collect details like name, phone, email, location, price range, etc.
• Call-to-Action (CTA):
  Example: “Get My Free Home Valuation” or “View Matching Homes”
• Thank You Page: Let them know what to expect next (and offer a calendar link for booking a call)

Link the form to your CRM and trigger an automation workflow to start the follow-up.

💡 Pro Tip: Use eye-catching visuals – property images, happy client photos, or local neighborhood shots – to increase trust and conversions.

🔥 3 High-Converting Funnel Ideas for Real Estate

📍 1. Home Valuation Funnel (For Sellers)

• Offer: “Get Your Free Home Valuation”
• Goal: Capture seller leads who are curious about their home’s market value
• Automation: Instantly send a follow-up email/text and notify your team

🏡 2. Dream Home Finder Funnel (For Buyers)

• Offer: “Tell Us What You’re Looking For – Get Custom Listings”
• Goal: Help buyers feel guided while collecting detailed info
• Automation: Add them to your buyer pipeline and send curated listings via email

📆 3. Book a Free Consultation Funnel

• Offer: “Book a 15-Min Strategy Call to Talk About Your Home Goals”
• Goal: Build trust through direct communication
• Automation: Send reminders and calendar invites automatically

📈 Connect Funnels to Workflows

Once your funnel is live, connect it to a workflow that:

• Sends an instant welcome text or email
• Notifies you of the new lead
• Adds them to the correct CRM pipeline
• Starts a nurturing campaign (text + email)

📍 Example: Someone fills out your seller funnel → receives an instant SMS:
“Hi John, thanks for requesting your home value. I’ll personally reach out shortly – in the meantime, check your email!”

🚀 Your Lead Engine Is Now On Autopilot

Once you set it up, your funnel doesn’t sleep. It captures leads while you’re at showings, networking, or off the clock. And when paired with automation, it follows up instantly – increasing your chances of converting every lead.

Automating Follow-Ups & Lead Nurturing

Let’s be honest – following up manually with every lead is exhausting, and when things get busy, it's the first task that falls through the cracks.

But consistent follow-up is the #1 reason top agents convert more clients.

With GoHighLevel, you can automate the entire nurturing process – texts, emails, voicemail drops, reminders – all while keeping that personal touch.

Let’s break it down: 👇

🧠 Why Automated Follow-Up Matters

Leads don’t convert just because they filled out a form.

In fact, most real estate leads:

• Need multiple touches before they respond
• May not be ready to buy/sell for weeks or months
• Are also in contact with other agents

Speed + consistency + value is the formula. GoHighLevel helps you deliver all three – on autopilot.

🛠 How to Set Up a Follow-Up Workflow in GoHighLevel

Go to Automation > Workflows > Create Workflow

Choose a trigger (e.g., “Form Submitted” or “New Facebook Lead”)

Add your sequence of actions: ✅ Instant SMS

Example: “Hey [First Name], thanks for reaching out! I’d love to help – are you looking to buy, sell, or just exploring options?”

✅ Follow-up Email (1 hour later)

Include your story, testimonials, and a soft CTA to book a call or tour.

✅ Voicemail Drop (next day)

A warm pre-recorded message like “Hey! Just wanted to let you know I got your info and I’ll reach out again soon. Let me know if you have any questions!”

✅ Reminders to You
Add tasks to your pipeline so you know who’s engaged and who needs a call.

✅ Wait Steps + Additional Touches
Send messages every few days based on how warm or cold the lead is.

💬 Keep It Conversational

Automated doesn’t have to mean robotic.

Write your messages the way you speak – casual, clear, and caring. Use merge fields like [First Name] to personalize every message.

Pro Tip: Use two-way texting in GoHighLevel so you can jump into the conversation when a lead replies – no need to switch tools.

🧠 Segment Your Follow-Up by Lead Type

One-size-fits-all doesn't work in real estate. That’s why GoHighLevel lets you create different nurturing tracks for different types of leads.

Example Follow-Up Campaigns:

• Buyers: Highlight new listings, market updates, and tips for navigating the home buying process
• Sellers: Send home valuation guides, recent comps, and staging checklists
• Investors: Share deal analysis templates, cash flow calculators, or new property alerts

This targeted approach boosts engagement and builds trust much faster.

📊 Track Engagement & Respond Smart

Every text opened. Every email clicked. Every reply. You’ll see it all in GoHighLevel’s dashboard.

• Follow up again with leads who opened but didn’t reply
• Prioritize hot leads who clicked or booked a call
• Pause sequences for clients who already converted

✅ This means you’re not just automating – you’re strategically nurturing.

🚀 You’re Now Following Up Like a Top-Producing Agent

With automated follow-up, you no longer need to remember who to text, email, or call. It’s all happening behind the scenes – while you focus on selling homes and closing deals.

Your clients will feel like they’re getting VIP treatment, even if you’re juggling 10 deals at once.

Booking & Scheduling Property Tours

You’ve generated leads, nurtured them with value, and now it’s time for the next step: getting them inside properties.

But manually managing tour requests, checking availability, confirming times – it’s a headache.

GoHighLevel simplifies everything by giving you a smart, automated calendar system that makes scheduling seamless for both you and your clients.

Here’s how to make it work:

🛠 Step 1: Set Up Your Calendar

Go to Calendars > Calendar Settings > Create New Calendar

Choose the type that fits your workflow – in most cases, a Round Robin or Single-User calendar is perfect.

Set:

• Your availability (e.g., weekdays 10am–6pm, weekends 11am–4pm)
• Buffer time between appointments (so you’re not rushing from one showing to another)
• Appointment length (typically 30 or 60 minutes per tour)

You can also sync with Google Calendar so any personal appointments or blocked time are automatically respected.

🧲 Step 2: Connect Your Calendar to Your Funnel or Website

You can embed your GoHighLevel calendar on:

• Your real estate funnel’s thank you page
• Your website’s contact or services page
• Or use it as a standalone booking link in emails or text campaigns

💡 Example: “Want to tour homes this weekend? 📅 Book a time that works for you here: [Calendar Link]”

🤝 Step 3: Automate Confirmations & Reminders

GoHighLevel lets you automate all of the following with just a few clicks:

✅ Instant confirmation emails
✅ Calendar invite with address and details
✅ SMS reminders (e.g., 24 hours + 1 hour before tour)
✅ Follow-up message after the tour

🛎️ This not only reduces no-shows but also makes you look organized and highly professional – a quality clients love in an agent.

🧠 Step 4: Use Tags or Pipelines for Booked Showings

When someone books a tour, you can automatically apply a tag like “Tour Booked” and move them in your sales pipeline to the next stage.

So instead of manually tracking every showing, GoHighLevel does it for you.

• Lead fills out a buyer funnel
• Schedules a tour
• Gets tagged “Showing Scheduled”
• You get notified
• Pipeline stage updates from “Contacted” → “Showings Booked”

This keeps your entire CRM tight and your business flowing without friction.

🎯 Bonus Tip: Let Leads Pick Property Types or Areas First

Before showing your calendar, use a form or survey step to ask:

• What type of property are you looking to tour?
• Preferred locations?
• Are you pre-approved?

Based on their answers, you can tailor which homes you recommend and prep in advance, making the showing experience smoother and more personalized.

🧭 You’re Now Showing Smarter, Not Harder

With GoHighLevel’s built-in calendar tools, you're not just booking more showings – you’re giving clients a polished, professional experience from the first click.

No more double-bookings. No more missed leads. Just smooth scheduling that builds trust and closes deals.

Open House Marketing Automation

Open houses are goldmines for new leads – but only if you promote them properly, capture visitor info, and follow up fast.

With GoHighLevel, you can automate the entire open house experience – from pre-event buzz to post-event follow-up – so you can focus on connecting with attendees and selling the property.

Here’s how to run a high-converting, stress-free open house using automation.

📣 1. Pre-Event Promotion Campaigns

Start marketing your open house 5–7 days before the event.

Create a campaign in GoHighLevel that includes:

• Email & SMS blasts to your buyer database Subject: “📍New Listing Alert: Join Us This Saturday 1–3 PM!”
• Social media ad campaigns with a lead capture form
  Connect GoHighLevel to Facebook/Instagram and run a local ad targeting people interested in buying in that ZIP code.
• Landing Page Funnel for RSVP (optional but powerful)
  Create a simple landing page:
  “Join Us for an Open House at 123 Main St – Saturday, 1-3 PM. RSVP to Get Directions + a Sneak Peek.”

When someone RSVPs, trigger a workflow:

✅ Add them to your CRM
✅ Send a confirmation email/SMS
✅ Apply a tag like RSVP-OpenHouse

📝 2. Use Digital Sign-In at the Door

No more messy clipboards.

Set up a tablet or mobile-friendly form using GoHighLevel’s form builder:

• Name
• Email
• Phone
• Are you working with an agent?
• What type of property are you looking for?

You can embed this form on a branded landing page like:

youragency.com/openhouse-signin

📲 Pro Tip: Add a QR code at the entrance that guests can scan to sign in instantly on their phones.

🎁 Bonus: Offer an incentive like a free home-buying guide or entry into a gift card drawing to boost sign-ins.

🔁 3. Automate Post-Event Follow-Up

Once the open house is over, you don’t have to spend hours following up.

Use a workflow that automatically sends:

• ✅ A thank-you text or email within 1–2 hours
  “Thanks for visiting our open house at 123 Main St! Let me know if you’d like to schedule a private tour or see similar homes in the area.”
• ✅ A property recap with photos and next steps
• ✅ A call task assigned to you for high-interest leads

You can also:

• Tag warm leads as “Open House – Hot”
• Add them to your buyer nurturing campaign
• Invite them to the next open house or upcoming listings

📊 4. Track Results in Your Dashboard

In GoHighLevel, you’ll be able to see:

• Total RSVPs vs. actual attendees
• Engagement rate on follow-ups
• Which contacts responded or clicked through

This data helps you refine future open houses – and follow up with the most interested prospects first.

🚀 Run Smarter Open Houses Every Time

By automating the promotion, sign-ins, and follow-ups, GoHighLevel lets you:

✅ Drive more qualified traffic
✅ Capture every lead without extra effort
✅ Follow up instantly and consistently
✅ Convert curious visitors into serious buyers

It’s a complete system that turns open houses into lead-generating machines, not just weekend events.

Managing Buyers, Sellers & Transactions

Real estate success isn’t just about finding leads – it’s about moving them smoothly through the buying or selling journey.

From the first inquiry to the final closing, GoHighLevel gives you the tools to track, organize, and communicate every step of the way.

Let’s break it down by role:

🏡 Managing Buyers

Whether you're working with first-time homebuyers or seasoned investors, GoHighLevel helps you manage your buyer pipeline with clarity and speed.

📌 What You Can Do:

• Create a “Buyer Pipeline” in your CRM
  Stages could include:
  New Buyer > Pre-Qualified > Touring > Offer Sent > Under Contract > Closed
• Add tags based on criteria:
  Price Range - $300K–400K, Looking in Downtown, First-Time Buyer
• Assign leads to your team members or buyer’s agents automatically
• Use notes & custom fields to record preferences (e.g., “Needs a large backyard” or “Wants school nearby”)

🔁 Automate Buyer Touchpoints:

• Send weekly new listing alerts via email/SMS
• Follow up after showings automatically
• Remind them of next steps like pre-approval or offer prep

💡 Tip: You can even integrate your IDX feed (via Zapier or a plugin) to personalize property suggestions based on saved searches.

🏠 Managing Sellers

On the listing side, speed, communication, and positioning matter.

📌 Set Up a “Seller Pipeline”

Example stages:
New Inquiry > CMA Sent > Listing Agreement Signed > Active > Under Contract > Closed

Use GoHighLevel to:

• Send digital listing presentations and CMAs
• Trigger follow-ups if they haven’t responded to your proposal
• Book listing appointment calls automatically using your calendar

🛠 Automate Key Seller Workflows:

• Send a welcome email after signing the listing agreement
• Remind them of staging/photoshoot dates
• Update them weekly on views, interest, or showing feedback

🧠 Bonus: Use a custom dashboard to track open house results, listing views, and interested buyers.

📁 Managing Transactions

This is where many agents feel overwhelmed – juggling tasks, documents, deadlines, and clients.

GoHighLevel brings structure and simplicity:

✅ Use Pipelines for Active Transactions

Create stages like:
Offer Accepted > Inspections > Appraisal > Financing > Closing

Attach documents, add checklists, and set due dates. You (or your transaction coordinator) can move deals forward while keeping all communication and tasks centralized.

🔔 Automate Transactional Alerts:

• Notify clients when inspection is scheduled
• Remind them to submit docs or sign disclosures
• Update your internal team automatically as deals progress

👥 Collaborate With Clients & Vendors:

• Share forms, docs, and updates via email or text
• Loop in title companies, lenders, or legal reps by tagging them on key deals
• Keep everyone in sync without endless calls or emails

📊 Keep Everything Visible & Organized

GoHighLevel’s CRM dashboard gives you a real-time view of every client and deal:

• Who’s active, who’s on hold, who’s ready to close
• Status of deals (buyer and seller pipelines)
• Tasks that are due or overdue
• Revenue projections based on active transactions

When buyers, sellers, and deals are managed in one unified system, your business becomes scalable – and much more enjoyable.

No more digging through emails or spreadsheets. Just clean, clear visibility and automation working for you behind the scenes.

GoHighLevel for Realtors – Reputation & Referral Automation

Your reputation as a real estate agent is everything. But in today’s digital age, managing it can feel like a full-time job.

GoHighLevel helps you streamline the entire process – from collecting reviews to asking for referrals – all while maintaining a professional and personal touch.

Let’s walk through how to automate your reputation management and make the referral process as smooth as possible.

🗣️ 1. Automating Review Requests

Positive reviews are one of the best ways to build trust with future clients. But asking for reviews can often feel awkward – not to mention time-consuming.

With GoHighLevel, you can automate review requests at just the right moment – right after a deal closes or after you’ve provided great service.

🔄 Automate Review Requests:

• Set up an automated workflow to send a personalized email or SMS to your clients 24–48 hours after closing.
• Include direct links to your review pages (Google, Zillow, Facebook) so it’s easy for them to leave feedback.

Example message:

“It’s been a pleasure working with you on finding your new home! Your feedback helps me serve future clients better. If you could take a moment to leave a review, I’d really appreciate it!”

• Personalize the request: Use merge fields to include the client’s name and property address, making the message feel special.

📈 Tracking Reviews & Feedback:

• Automatically track new reviews as they come in.
• Set up notifications to alert you whenever a new review is posted so you can respond promptly and professionally.

💡 Pro Tip: Always thank clients for their reviews (even if it’s just a simple “thank you” message). Acknowledging their effort makes clients feel appreciated and strengthens your relationship.

🔁 2. Requesting Referrals – Effortlessly

Now that you’ve built a strong reputation, it’s time to leverage it for more business.

Referrals are one of the most cost-effective and powerful ways to grow your real estate business.

But asking for referrals without seeming pushy can be tricky. GoHighLevel makes it simple to automate referral requests at the right moments.

🏆 Setting Up Referral Requests:

• After a successful transaction, trigger a thank-you email or SMS that includes a subtle request for referrals.
• Include a link to a referral form or a simple message like:
  “I loved helping you with your home search! If you know anyone who might benefit from my services, I’d be honored to help them too.”
• Incentivize Referrals:
  You can even offer an incentive for referrals (gift cards, discounts on services, etc.) through an automated workflow to encourage clients to send you leads.

Example referral message:

“It was great working with you! If you’re happy with my service, I’d appreciate it if you could send anyone you know my way. I’d love to help them find their dream home, too.”

🎯 Automating the Follow-Up for Referrals:

• Set a follow-up sequence that sends reminder emails/SMS messages to clients who haven’t yet referred anyone after a transaction.
• For example, two weeks after closing:
  “Just checking in! Did you happen to think of anyone who might benefit from my real estate services?”

This ensures that referrals are never forgotten and keeps you top-of-mind without annoying the client.

🤩 3. Managing Your Reputation with Consistency

Your reputation isn’t built on just a handful of reviews. It’s built on consistency.

GoHighLevel helps you maintain and build your reputation by:

• Regularly asking for reviews after successful deals.
• Collecting feedback through surveys or emails about the client’s experience.
• Responding publicly to reviews in a professional, thoughtful way to show that you care about your clients’ opinions.

🔄 Automating Feedback Loops:

• After a few months post-sale, send an automated email asking clients for feedback on their new home (e.g., “How’s everything going with your new property?”).
• Use this feedback to further refine your service and build even more trust with future clients.

📈 Tip: Respond to every review – positive or negative. Acknowledging and addressing any concerns makes you appear professional, caring, and responsive.

📣 4. Build an Ongoing Referral System

GoHighLevel also allows you to set up an ongoing referral program. You can create specific workflows that:

• Continually remind clients about your referral program
• Ask for referrals periodically – whether it’s 3 months after closing or during the next holiday season

Automating this process ensures you’re never missing an opportunity to ask for referrals and maintain that positive relationship.

💡 5. Encourage Client Advocacy with Content

Another fantastic way to build your reputation and boost referrals is by encouraging clients to share their experience via social media, blog posts, or video testimonials.

• Add a link to your social media profiles in your automated emails to encourage clients to connect and share their experiences online.
• Ask clients to tag you in posts when they share their new home on social media.

🎥 Pro Tip: Ask for video testimonials in a way that feels natural, and send a follow-up message like:

“If you’re happy with my services, would you mind sharing a short video testimonial about your experience? I’d love to feature you on my social media or website!”

🚀 6. Measure and Optimize Your Reputation & Referral Efforts

GoHighLevel’s dashboard gives you all the data you need to see how well your reputation and referral campaigns are performing.

• Track the number of reviews you’ve received
• See which clients have referred others
• Measure the effectiveness of referral incentives or promotions

By analyzing these metrics, you can continuously optimize your review and referral strategies to ensure you’re always getting the best results.

By automating your reputation and referral process, GoHighLevel helps you grow your real estate business with ease, build long-term client relationships, and maintain a stellar reputation.

You’ll be able to focus on what you do best – helping clients – while GoHighLevel takes care of the behind-the-scenes work.

Client Retention & Long-Term Nurturing

Client retention isn’t just about staying in touch – it’s about adding ongoing value.

GoHighLevel allows you to nurture your client relationships well after the sale or purchase, ensuring you stay top-of-mind for years to come.

Here’s how to do it:

📅 1. Post-Transaction Follow-Up

After closing, your focus should shift from just completing the deal to building a lasting relationship.

GoHighLevel lets you set up a multi-step follow-up campaign that nurtures your clients and keeps you connected long after they’ve settled into their new home.

💬 What You Can Automate:

• Thank-You Email & Call

Send a personalized thank-you email or text message after closing. Let your clients know you’re always available for advice or future needs.

Example: “Congratulations again on your new home! I’m always here if you need anything, whether it's home advice or real estate guidance. I look forward to staying in touch!”

• Post-Sale Survey/Feedback Request

Use GoHighLevel’s form tool to automatically send a short survey a few weeks after closing. Ask questions about their home-buying experience and how you can improve.

Example: “How did I do throughout your home search? Was there anything I could have done better?”

• Check-in Emails

Send an email 3–6 months after the transaction to check how they’re doing. Offer advice on home maintenance, market updates, or local events they might enjoy.

Example: “How’s everything going with your new home? If you ever need advice or assistance, I’m always here to help!”

💡 Why This Works:

• Shows clients you care about their experience, not just the transaction.
• Gives you valuable feedback to improve your services.
• Keeps your name fresh in their mind for future needs.

🌱 2. Ongoing Educational Content

Being a real estate agent isn’t just about buying and selling properties – it's about educating your clients and helping them make informed decisions.

GoHighLevel makes it easy to send automated, valuable content that nurtures your client relationships.

📝 Automated Newsletters & Updates:

• Market Updates: Keep clients informed about property values, mortgage rates, and trends in the local market.

• Homeownership Tips: Share tips on maintenance, upgrades, and home improvement. For example, “5 DIY Projects to Boost Your Home’s Value” or “How to Prepare Your Home for Winter.”

• Local Events or Community News: Send updates about local events, farmers’ markets, or activities in their neighborhood to make them feel more connected to the community.

🔄 Automating Content Distribution:

Set up GoHighLevel to send content on a regular basis (e.g., monthly newsletters, seasonal tips) to your clients.

Personalize each message by segmenting your clients based on their needs or preferences (e.g., homeowners, buyers, investors).

🎯 Example: “Your Winter Home Maintenance Checklist” for homeowners or “Investing in Real Estate: What You Need to Know” for investor clients.

🤝 3. Client Appreciation Programs

It’s important to show clients that you appreciate their business and trust.

GoHighLevel can help you automate client appreciation campaigns to maintain strong relationships.

🎁 Appreciation Campaigns:

• Anniversary Messages: Set up workflows to send anniversary messages a year after the transaction, such as: “Happy anniversary of your home purchase! It was a pleasure working with you.”

• Holiday Gifts or Cards: Send a thank-you gift or a personalized holiday card (perhaps even an e-card) to remind clients that you’re thinking of them.

• Referral Rewards: Set up a reward program to thank clients for referring others to you (e.g., gift cards or discounts on future services).

💡 Pro Tip: Automated birthday or holiday messages are a small but impactful way to stay in touch without effort.

🔗 4. Stay Active on Social Media & Community Involvement

Don’t just rely on email and text. Engage with your clients where they are – on social media and within the community.

🌍 Social Media:

• Engage and Share: Share client success stories, market updates, and home tips. Encourage clients to follow and engage with your business on social media platforms like Facebook, Instagram, or LinkedIn.

• User-Generated Content: Encourage clients to share their homeownership stories and tag you in posts. When they share a picture of their new home, for example, comment and engage – it’s an organic way to show them you care.

🏘️ Community Involvement:

• Local Events: Host client appreciation events or sponsor community activities like charity drives, open houses, or local meet-ups. Use GoHighLevel to invite clients to these events and automate reminders.

• Networking Opportunities: Send automated messages about local events, such as “Neighborhood Garage Sale” or “Local School Fundraiser” – showing clients you’re active in the community.

💡 Example: “Join us this Saturday for the Local Farmers Market! I’ll be there, and it’s a great way to catch up!”

📊 5. Measure Your Success & Optimize Your Efforts

Client retention is about consistent effort. GoHighLevel’s built-in analytics give you the ability to track and optimize your nurturing efforts.

Key Metrics to Track:

• Engagement Rates: How many clients are opening your emails, clicking on links, or engaging with your content?
• Referral Rate: Are clients sending you new leads? How often are you getting referrals from past clients?
• Survey Responses: Use feedback surveys to identify how well your nurturing efforts are resonating with clients.

This data helps you refine your strategies to ensure you’re providing the most value and staying top-of-mind for clients long after the sale.

GoHighLevel allows you to create a systematic, automated way of nurturing clients long-term. By adding ongoing value through educational content, personalized check-ins, and client appreciation, you’ll stay top-of-mind for future business and referrals = ensuring your clients keep coming back to you, year after year.

Learn More:

• What is GoHighLevel? (Features, Use Cases, Pricing & More)
• GoHighLevel Review: (My Experience After 5 Years)
• GoHighLevel Pricing: (+ Discount Codes)
• GoHighLevel Features: (Full List of Tools)
• GoHighLevel Onboarding Checklist: (Complete Tutorial)
• GoHighLevel for Property Management: (Detailed Tutorial)
• GoHighLevel for Real Estate Agents: (Detailed Tutorial)

Reporting, Analytics & ROI Tracking

To stay ahead in the competitive real estate market, you need to know what’s working, what isn’t, and where to focus your efforts.

GoHighLevel provides you with the insights and metrics to make smarter business decisions, optimize campaigns, and increase revenue.

Let’s dive into the key reporting and tracking features you can leverage for your real estate business.

🧑‍💻 1. Tracking Lead Generation Performance

Every lead matters in real estate. The first step in optimizing your business is understanding where your leads are coming from, how they’re engaging with your content, and where they’re dropping off.

Key Metrics to Track:

• Lead Source: Track where your leads are coming from (Facebook ads, organic search, landing pages, etc.).
  GoHighLevel’s customizable funnels allow you to see exactly which marketing efforts are driving traffic and conversions.

• Lead Conversion Rate: This metric shows how many of your leads turn into actual clients. It helps you understand the effectiveness of your sales process and whether your funnel is optimized for conversions.

• Cost per Lead (CPL): Calculate how much you’re spending to generate each lead. This is essential for determining the cost-effectiveness of your marketing campaigns.

Why This Matters:

• By tracking lead generation performance, you can refine your marketing strategies to focus on the sources that yield the best results and eliminate the ones that are underperforming.

💡 2. Sales Funnel & Pipeline Analytics

Once a lead is captured, the next step is converting them into a client.

GoHighLevel gives you full visibility into the stages of your sales funnel and pipeline, so you can see how leads are progressing.

Key Metrics to Track:

• Funnel Performance: Review conversion rates at every stage of your funnel. Are leads dropping off at a particular point? Use this data to optimize your sales processes and improve follow-ups.

• Pipeline Health: Track the status of every active transaction (buyers and sellers). Are deals moving through the pipeline quickly, or are they stagnating? GoHighLevel’s CRM allows you to see at a glance where each deal stands.

• Deal Value & Expected Closing Date: Understand the value of active transactions and when they’re expected to close. This can help you project future revenue.

Why This Matters:

• Analyzing funnel and pipeline performance allows you to identify bottlenecks in your sales process, so you can take action to speed up deal closures and improve efficiency.

📈 3. Marketing Campaign Analytics

Tracking the effectiveness of your marketing campaigns is key to making data-driven decisions.

Whether you’re running paid ads, email campaigns, or organic social media efforts, GoHighLevel tracks everything in one place.

Key Metrics to Track:

• Click-Through Rate (CTR): Monitor the effectiveness of your ad or email campaigns by seeing how many recipients click through to your landing pages or website.

• Cost per Acquisition (CPA): This tells you how much it costs to acquire each new client. Use this data to assess if your marketing strategies are profitable.

• Ad Spend vs. ROI: GoHighLevel integrates with advertising platforms like Facebook and Google to show you exactly how much you’ve spent on ads and what your ROI is. This allows you to track the profitability of your paid marketing efforts.

Why This Matters:

• This data lets you optimize your marketing spend by focusing on channels that are delivering the best return, while minimizing those that aren’t yielding results.

🏠 4. Client Retention & Referral Metrics

Client retention and referrals are the lifeblood of a real estate business, especially when it comes to long-term growth.

GoHighLevel allows you to track how effectively you're nurturing clients after the sale.

Key Metrics to Track:

• Referral Conversion Rate: Monitor how many referrals you’re receiving from existing clients and how many of them turn into new business. This helps you understand how well your referral system is working.

• Client Retention Rate: Track how many of your past clients return for future business or refer others. A high retention rate indicates that you’re doing a great job with customer satisfaction.

• Engagement Rate with Follow-Up Campaigns: How many of your past clients are engaging with your follow-up emails, newsletters, and other communications? This gives you insight into the effectiveness of your post-sale nurturing campaigns.

Why This Matters:

• By understanding retention and referral metrics, you can improve your post-sale processes to keep clients engaged and continuously generate new leads through referrals.

💰 5. ROI Tracking

The most important question for any business is: Are you making money?

GoHighLevel provides comprehensive ROI tracking, allowing you to measure the success of your marketing and sales efforts.

Key Metrics to Track:

• Revenue per Lead: This helps you understand how much money you’re generating from each lead, allowing you to measure the profitability of your efforts.

• Overall ROI: This tracks your total return on investment, comparing your expenses (e.g., ad spend, tools, resources) to your revenue generated. GoHighLevel calculates this for you, so you can make quick adjustments to your strategies as needed.

• Marketing Spend vs. Profit: Track your marketing spend in relation to the profits you’re generating to ensure you’re operating profitably.

Why This Matters:

• Tracking your ROI allows you to make data-driven decisions, adjusting your strategies to maximize profitability and eliminate waste.

📅 6. Custom Reports & Dashboards

GoHighLevel gives you the ability to create custom reports and dashboards tailored to your needs.

You can choose which metrics matter most to you and set up a personalized dashboard that displays real-time data.

Customizable Dashboards:

• View sales performance, marketing results, lead conversion, client retention, and referral metrics – all on one screen.
• Track KPIs such as monthly revenue, active deals, leads generated, and marketing campaign performance.

Why This Matters:

• Having a real-time view of your business metrics helps you make quick, informed decisions. Whether it’s optimizing a campaign or reallocating resources, you’ll always have the data you need to act fast.

With GoHighLevel’s comprehensive reporting and analytics tools, you can track every important aspect of your business, from lead generation to closing deals and client retention.

White-Labeling & Multi-Property Management

GoHighLevel’s white-labeling and multi-property management tools offer you the flexibility to manage and represent your brand seamlessly, while also allowing you to oversee several properties under one unified system.

🎨 1. White-Labeling for Branding Consistency

White-labeling allows you to customize the GoHighLevel platform with your own brand identity, ensuring that all interactions with clients, leads, and tenants reflect your professional image.

This is especially useful if you manage multiple clients or properties and want everything to appear as though it’s coming directly from your business.

Key Benefits of White-Labeling:

• Custom Branding: You can add your logo, brand colors, and personalized domain, creating a fully branded experience for your clients and leads. It’s like having your own CRM and marketing platform without investing in custom development.

• Consistent Communication: All emails, text messages, and other client communications can carry your branding, reinforcing your business’s professional identity and building trust with clients.

• Professional Touch: Offering a white-labeled solution makes you look even more professional and tech-savvy, which can be a key selling point when attracting new clients or properties to manage.

💡 Example: Imagine your clients receiving emails like, “Hello [Client Name], we’ve updated the status of your property listing”, all with your company logo and branded colors – it creates a consistent and polished experience.

🏠 2. Multi-Property Management: Streamline Your Operations

Managing multiple properties – whether they’re residential, commercial, or vacation homes – can be a huge challenge.

GoHighLevel helps you streamline property management by allowing you to manage all your properties and clients within one platform. No more juggling multiple systems or tools.

Key Features of Multi-Property Management:

• Centralized Dashboard: View all of your properties, leads, tenants, and transactions in one place. GoHighLevel’s dashboard gives you a quick snapshot of your entire portfolio, so you can quickly assess the status of each property.

• Property Segmentation: You can segment your properties based on location, type (residential, commercial, etc.), or client, ensuring that your communications and workflows are tailored to each specific property.

• Property-Specific Workflows: Set up unique workflows for each property. For example, you may want to have different lease renewal reminders, maintenance schedules, and payment reminders for each property under management.

Why This Matters:

• You’ll save time by managing everything from one central location, without having to log into different accounts for each property or client.
• Better organization means fewer errors and faster response times, leading to better service for tenants and clients.

🛠️ 3. Customizable Client & Property Portals

With GoHighLevel, you can create custom portals for your clients and tenants, ensuring that they have easy access to relevant information about the properties you manage.

Whether it’s a property listing portal for buyers or a tenant portal for renters, GoHighLevel’s white-label features make it simple to provide a tailored, seamless experience.

How to Set Up Custom Portals:

• Tenant Portals: Allow tenants to submit maintenance requests, view their lease details, pay rent, and communicate with you – all in one place. You can set up a tenant portal for each property you manage, ensuring each tenant has easy access to their information.

• Client Portals: If you manage multiple properties for clients (e.g., landlords or investors), create custom portals where they can view the performance of their properties, track rent collection, and get updates on property maintenance.

• Real-Time Notifications: Customize notifications for both tenants and clients. Keep them informed about important updates, such as payment reminders, upcoming inspections, or any maintenance requests.

🔑 Pro Tip: You can integrate your portals with GoHighLevel’s automated workflows to provide instant updates. For instance, when a maintenance request is submitted, the system can automatically notify both the tenant and the property management team.

🔄 4. Automating Multi-Property Communication

Handling communication for multiple properties can be time-consuming, but GoHighLevel helps you stay organized with automated messaging systems.

You can automate property-specific updates, maintenance reminders, and payment notices for different tenants and clients.

Key Communication Automations:

• Automated Payment Reminders: Set up automated payment reminders for tenants across all properties. Customize reminders for different properties to ensure that your messages are clear and specific to each location.

• Maintenance Notifications: Automatically notify tenants when maintenance is scheduled for their property. Include all relevant details, such as the date and time of the repair, and any instructions they need to follow.

• Property Updates & Newsletters: Send automated newsletters to property owners or investors, updating them on property performance, rent collection, and market trends.

Why This Matters:

• Automating communications reduces administrative workload, ensuring you spend more time focusing on growing your business and serving your clients.
• Clients and tenants appreciate prompt, personalized communication that keeps them informed and satisfied.

📅 5. Streamlining Property Marketing & Listings

For property managers or real estate agents managing multiple listings, GoHighLevel helps you automate marketing and property promotion across multiple channels, including social media, email campaigns, and your website.

How to Automate Property Marketing:

• Listing Updates: Whenever a property is listed, GoHighLevel can automatically update all marketing channels – from email campaigns to social media posts. You can also schedule virtual tours or showings for potential buyers or tenants.

• Targeted Ads: Run targeted Facebook or Google ads for specific properties. GoHighLevel allows you to set up automated ad campaigns that target potential buyers or renters based on location, interests, or other criteria.

• Open House Promotion: Automatically promote open houses or virtual tours through social media posts and email blasts.

Why This Matters:

• Automated property marketing ensures your listings get the visibility they need without requiring constant manual effort.
• Consistent promotion across multiple channels helps you generate more leads and fill vacancies faster.

🚀 6. Scaling Your Property Management Business

GoHighLevel's multi-property management tools give you the ability to scale your business by handling more properties, more clients, and more tenants – all without sacrificing quality or efficiency.

Whether you’re managing one property or fifty, GoHighLevel’s tools grow with you.

How to Scale:

• Add More Properties: Easily add more properties to your account and manage them using the same workflows and automations.

• Expand Your Client Base: Use GoHighLevel’s white-label platform to offer your services to new clients, making it easy to manage multiple clients and properties under one roof.

• Delegate Tasks: As your business grows, you can assign specific tasks to team members and manage multiple agents or property managers, ensuring that everything runs smoothly.

Why This Matters:

• GoHighLevel’s tools allow you to scale without overwhelming your operations. Whether you’re managing 5 properties or 500, everything remains organized and efficient.

Whether you’re a solo agent, a property manager, or a real estate investor, these features will help you streamline your operations, increase productivity, and maintain a consistent brand presence across all your properties and clients.

Frequently Asked Questions

FAQs about GoHighLevel for Realtors.

Final Thoughts

GoHighLevel empowers real estate agents to streamline their operations, save time, and deliver a professional, consistent experience to clients.

Whether you're managing leads, scheduling tours, or handling client communications, this platform provides all the tools you need to run your business effectively.

By leveraging automated workflows, customizable CRMs, and powerful reporting tools, you’ll be able to scale your operations, stay ahead of the competition, and offer a level of service that will keep clients coming back – and referring others to you.

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