Snapshot · Real Estate Brokerage

Real estate brokerage GoHighLevel snapshot

Built for teams whose database is their biggest untapped asset. Long-horizon nurture that stays warm for 18 months, plus seller valuation and buyer alert funnels.

$1,720$2,670ONE-OFF · UNLIMITED SUB-ACCOUNTS
View the works order
  • White-label
  • 12 months of updates
  • Install guide included
  • All sales final once the link is sent

ST-01 · THE TERMS

Installation

We install it. It costs nothing.

An 18-month nurture that does not fade out. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. It is an allowance of hours, not 8 days of open-ended help, so book the time in and spend it. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

Installing the snapshot into the sub-account, with the QA pass and the walkthrough
Rebranding the website: your client’s name, colours, logo, domain and booking links
A2P 10DLC registration and setup, opt-in wording checked before it is filed
Email service setup: domain email integrated in HighLevel and the sending domain authenticated
Creating a few more automations where the build needs them, and retuning the ones in it

Never in the hours, on any build: third-party integrations, third-party api work, custom software development. Those are commissioned separately and quoted before a spark is struck.

Book a call about this build

Questions, or want a look at the build before you buy it? Book a call and we will walk you through the account.

ST-02 · THE NINE

What lands in the sub-account

Nine pieces, forged for real estate brokerage.

One list, not two. Every build carries the same nine pieces, and every part we deliver is stamped into the piece it belongs to and described once. Open a part to see what it fixes for a real estate brokerage, what changes, and how it pays back. There are no quantities on it: what is in the build is stated, not counted.

  1. CATCHThe lead arrives and is answered
  2. HEATCold and quiet contacts brought back up
  3. STRIKEThe booking held and protected
  4. QUENCHThe finished job set as public proof
  5. TEMPERThe client kept, for years not weeks
01CATCH

Professional Website

IDX-ready pages with neighbourhood copy already written, a valuation form that meets disclosure rules and the viewing calendar on every listing.

  • Neighbourhood pages written
  • Compliant valuation form
  • Viewing calendar per listing

STAMPED FROM

AI Studio websiteNeighbourhood copy already on the page
The gap
Brokerage sites are a search bar over a drone shot. A seller in one postcode gets exactly the same page as a first time buyer in another.
After the strike
AI Studio ships an IDX-ready build with the area copy written, a disclosure-safe valuation form, agent bio pages, and the viewing calendar under each listing.
What it pays back
Say you would bill $4,000 to build and write a brokerage site with area pages. It lands with the snapshot, which is a line you no longer have to quote.
FunnelsValuation, open house, market report pages
The gap
The brokerage sends sellers off to a portal for an automated estimate and gets nothing back. The open house list is a clipboard somebody photographs and then never types up.
After the strike
Home valuation. Open house registration. Buyer and seller guides. A neighbourhood market report. A recruiting page for agents, and a referral page for the lenders and attorneys who send work.
What it pays back
If your client spends $1,500 a month chasing seller leads, a valuation page that captures the address and the reason for moving changes the cost of a listing appointment.
Forms and surveysDigital sign-in, valuation, post-close survey
The gap
The open house sheet has a fake name on every third line and a phone number missing a digit on the rest. Nothing can be automated off it.
After the strike
A tablet sign-in that validates the number, a valuation request that asks for the address, the condition and why they are moving, and a post-close survey on the referral.
What it pays back
If thirty people walk through an open house and validated capture gets you ten real mobile numbers rather than four, work that against your client's own sign-in to viewing rate.
02CATCH

AI Receptionist

Answers the enquiry that lands mid-showing, works out whether it is a buyer, a seller or a tyre-kicker, and books the viewing on the spot.

  • Buyer or seller triage
  • Books viewings instantly
  • English and Spanish

STAMPED FROM

1 AI ReceptionistThe sign call at seven on Sunday
The gap
A buyer parks outside a listing on a Sunday evening and rings the board. Every agent on the team is at dinner or inside another house.
After the strike
Voice AI takes it, sorts a viewing request from a seller wanting a number, and drops the appointment onto the duty agent's calendar on a round robin.
What it pays back
If your client's side of a transaction is worth $10,000 and a team of six each lose one sign caller a quarter, the install fee stops being the interesting number.
03CATCH

AI Chatbot

Replies to portal enquiries and Facebook messages in seconds with the address, the price and the next available viewing slot.

  • Portal and Facebook replies
  • Price and address answers
  • Qualifies buyer readiness

STAMPED FROM

1 AI ChatbotPortal leads answered inside a minute
The gap
Portal leads arrive at midnight in batches and go stale by breakfast. The agent who replies first tours the buyer; everyone else pays for a name.
After the strike
Text AI hits back instantly on the listing widget, Messenger, Instagram, SMS and email with the asking price, the taxes and a viewing slot, then hands the qualified ones over.
What it pays back
Assume your client spends $2,000 a month on portal leads. Every one answered while the buyer is still on the listing page changes what that spend buys.
04HEAT

AI Outbound Caller

Calls the buyers who stopped answering and the past clients approaching a five-year mark, because most listings come out of a database, not an ad.

  • Cold buyer re-engagement
  • Past client anniversary calls
  • Voicemail with a valuation link

Runs on Workflows and Nurture campaign, described once where they are stamped rather than twice here.

05STRIKE

Smart Appointment System

Confirms the viewing with the address and the parking note, reminds twice, and rebooks the no-show before the buyer books with someone else.

  • 24h, 1h and 15min ladder
  • Address and access details
  • Recovery call inside 60 min

STAMPED FROM

Appointment reminders, confirmations and no-show recoveryViewings, valuations, listing appointments held
The gap
A seller clears the house, takes the dog out and waits. The buyer does not come. The agent loses ninety minutes and the seller loses patience.
After the strike
Confirmation goes out with the address, the access code and where to park. Reminders step down to the last quarter hour. A no-show gets a callback inside the hour.
What it pays back
Tuned for 70% no-show recovery. If a team of six each waste two viewings a month, and you value an agent's hour at $80, count the hours before the commissions.
06QUENCH

Review Automation

The engine behind it: a cadence per side of the deal, buyers and sellers asked differently, second nudge sent only to the ones who went quiet.

  • Buyer and seller cadences
  • One follow-up, then stop
  • Suppresses anyone reviewed

STAMPED FROM

Review automationStruck on handover day, both sides
The gap
The deal closes, the champagne gets drunk, and nobody asks. A month later the client cannot remember which agent did what, and the moment has gone.
After the strike
The ask lands on handover day. Buyer and seller run on their own cadences, a co-listed address is only ever asked once, and anyone who already reviewed is muted.
What it pays back
A seller interviews three agents and reads all three profiles first. If your client's side is worth $10,000, one listing won on the strength of recent reviews settles the invoice.
07QUENCH

Review Harvesting

The ask fires post-close, once keys have changed hands, when a client is at the happiest point they will ever be with you.

  • Trigger: closed and funded
  • Google and Facebook links
  • Satisfaction check first

Runs on Review automation, described once where they are stamped rather than twice here.

08TEMPER

Lifetime Nurture Campaigns

Home anniversary notes, annual equity updates, market reports by postcode and the referral programme that keeps you in the family.

  • Home anniversary touches
  • Annual equity updates
  • Referral programme

STAMPED FROM

Nurture campaignEighteen months from enquiry to keys
The gap
The buyer who says next year means it. Most brokerages stop calling in week three, and the database quietly becomes a list of people who bought elsewhere.
After the strike
A long track keyed to the search they saved. Then the owner side: the anniversary of the keys, a yearly equity number, and the referral ask before they move again.
What it pays back
If your client's database holds a thousand names gone cold and the track produces two transactions a year at $10,000 a side, put that against what you charge to install.
Seasonal automationJanuary sellers, spring listings, winter quiet
The gap
Inventory arrives in spring but the decision to sell gets made over Christmas. A brokerage that starts prospecting in March is already second in the door.
After the strike
Runs on the property calendar: the January thinking-of-selling campaign, a spring valuation sweep, a summer note to families moving on school timing, and a winter market report.
What it pays back
If a January sweep across five hundred past clients and neighbours returns six valuation requests and one listing, set your client's own average commission against a campaign nobody had to run.
09TEMPER

Database Reactivation

Works the leads that never transacted and the owners sitting six months past their stated intent date, with an AI call and a fresh valuation.

  • 6 month dormant trigger
  • Fresh valuation offer
  • AI calling campaign

Runs on Nurture campaign and Custom fields, described once where they are stamped rather than twice here.

THE FRAME

Four parts belong to no single piece. They carry all nine, which is why they are listed once, here, rather than nine times above.

Pipelines

Seller, buyer, listing, under contract

The gap
A brokerage running one board cannot see the difference between a seller who wants a valuation and a buyer whose lease ends in August. Neither gets the right treatment.
After the strike
Separate boards land for sellers, buyers, the listing appointment run, and the transaction from offer accepted through inspection, appraisal and close. Nothing sits in the wrong lane.
What it pays back
Between offer accepted and close is where deals die quietly. If your client's side is $10,000 and the transaction board catches one wobbling file a year, that is the argument.

Workflows

Valuation out fast, viewings followed up

The gap
A homeowner requests a valuation on Saturday and hears nothing until Tuesday. By Tuesday two other agents have already been through the front door.
After the strike
Estimate out in minutes, listing appointment booked off the back of it, every viewing followed the same night, open house sign-ins worked, and milestone notes from inspection to close.
What it pays back
If your client runs four open houses a month with thirty sign-ins apiece, and same-night follow-up converts one listing appointment a quarter, price it on their own commission split.

Custom values

Brokerage, licence, fair housing, per agent

The gap
Install for a brokerage and every message needs the firm's name, the licence number and a fair housing line, then the agent's own details on top.
After the strike
The firm's name, its licence number, the fair housing line, the areas covered, the office number and the link to the valuation form all sit as values. Stamp once per sub-account.
What it pays back
If onboarding a new agent into their own sub-account costs half a day at $450, and your client hires four this year, the values map is where the margin sits.

Custom fields

Motivation, timeline, property to sell

The gap
A brokerage knows a buyer's budget and nothing else. Whether they must sell first, or whether their lease runs to August, decides the entire cadence and is never recorded.
After the strike
Areas, bedrooms, price band, timeline, financing status, a property-to-sell flag, the source, and the assigned agent. The cadence branches off them rather than sending everybody the same thing.
What it pays back
Somebody nine months out should hear from your client quarterly, not weekly. If that keeps fifty people on the list instead of unsubscribed, value fifty at your client's conversion rate.

Nine pieces in every build, never eight and never ten. The 70% no-show recovery and the 5 to 10 reviews a month are what these pieces are tuned to produce. They are targets we build to, not measured results from a named client.

ST-03 · THE HEAT

Automation

The workflows that do the work.

The workflows that carry the load, by name. The rest are listed in the install guide.

Speed-to-lead + call task
18-month buyer nurture
Seller valuation follow-up
Open house check-in
Past-client anniversary
Database reactivation campaign

FUNNELS

  • Home valuation
  • Buyer alerts
  • Open house
  • Listing presentation
  • Cash offer
  • Referral
  • Recruiting
  • Review

PIPELINE STAGES

  • Seller
  • Buyer
  • Listing
  • Referral

CALENDARS

  • Valuation
  • Showing
  • Listing appointment

Named, not counted. What each of them is for on a real estate brokerage build is in the pieces above.

ST-04 · THE LINE

How the complete system works

Lead capture to lifetime client.

The nine above are what lands in the account. This is the run: five stages, three moving parts each, in the order they fire for a real estate brokerage build.

  1. 1CHARGE

    Everything that comes through the door

    Four ways in, one routed path, nothing left ringing.

    The enquiry that decides your month arrives while you are standing in someone else’s kitchen.

    The line that never rings out

    • Picked up on the first ring, at any hour
    • Works out what the caller wants by asking, not by menu
    • Puts them in a slot before the call ends
    • Switches between English and Spanish mid-conversation
    • Passes a live one to your team while they are still on
    • 24/7 pickup
    • Books in-call
    • EN/ES

    Typed enquiries, wherever they are typed

    • SMS, email, Messenger and Instagram answered in seconds
    • The site widget runs the same qualifying questions
    • Writes buyer or seller intent and preference straight to the record
    • Hands over to a person the moment it should
    • Drops the contact into follow-up as the chat closes
    • Five inboxes
    • One script
    • Human handoff

    Form fills and paid traffic

    • Every submission starts the ten-day run
    • Email, SMS and AI calling work the lead together
    • Routed by buyer or seller intent to the right path
    • Source stamped on the record for attribution
    • Carried into the viewing without a manual step
    • Attribution
    • Three channels
    • Auto-route
  2. 2SOAK

    Bringing a cold lead up to temperature

    Ten days of heat on a client who would otherwise cool to nothing.

    Buyers go quiet for weeks and then transact with whoever messaged them last.

    Days one to three, in writing

    • Opens with the offer, not a greeting
    • What the work involves, written for the trade
    • Proof from people in the same position
    • One thing to do: pick a time

    Days four to seven, by text

    • A dated offer with a reason to move now
    • One short line of proof, not a paragraph
    • A booking link that takes a single tap
    • Pressure without the shouting

    Days eight to ten, on the phone

    • A call that reopens the conversation
    • Meets the objection that stalled them
    • Takes the viewing while they are still talking
    • Leaves something worth returning if not
  3. 3STRIKE

    Holding the booking once it is made

    A slot that stays filled, and a way back when it does not.

    A no-show viewing costs you the slot, the drive and usually the buyer.

    Confirmed the moment it is set

    • Text with the details, sent immediately
    • Calendar file for Google and Outlook
    • Email copy written to the contact record
    • Pre-viewing brief sent ahead of the visit

    Three reminders, falling closer

    • A day out, by text and by email
    • An hour out, the on-the-way note
    • Fifteen minutes out, the last word
    • Moving the slot takes one tap, not a call

    When the slot is missed

    • Called back inside the hour, not the next morning
    • Finds out what happened in conversation
    • Puts them back in the diary on the same call
    • Inside 60 min
    • 70% recovery target
  4. 4QUENCH

    Setting the finished job as public proof

    Every completed sale cooled into something a stranger can read.

    Sellers pick an agent from the reviews before they ever pick up the phone.

    Asking at the right moment

    • A satisfaction check two hours after the sale
    • Happy: the Google and Facebook links follow
    • Unhappy: raised internally, never pushed public
    • Typically five to ten reviews a month, unattended

    Answering what comes back

    • Every positive review gets a reply
    • Written to the review, not from one template
    • Negative ones answered with care, not defence
    • Anything serious lands with a person

    Putting the proof back to work

    • Review text published back onto the site
    • Trust signals where the decision gets made
    • Lifts conversion on pages that already rank
    • Feeds what Google reads for local position
  5. 5TEMPER

    Keeping the client for years, not one job

    The client stays on the books long after the invoice clears.

    Your next listing is already in your database, sitting at year four of ownership.

    Staying in view

    • Prompts timed to the trade calendar
    • A check-in every quarter
    • Something on the birthday and the anniversary
    • A yearly prompt to review the arrangement

    Answering without you

    • Common questions handled at any hour
    • Moves an appointment without a phone call
    • Reports where things stand on request
    • Finds and sends a document when asked

    Going back to the quiet list

    • Six months of silence opens the trigger
    • A return offer with something real in it
    • A referral ask once a month
    • A VIP tier for the clients who keep returning

ST-05 · THE CASE

Why it is worth forging

What it costs you today.

Cold metal

  1. 01The best enquiry lands mid-showingYou are in someone else’s kitchen with your phone on silent. By the time you call back the buyer has booked with the agent who answered.
  2. 02Buyers go quiet, then transactThey disappear for six weeks and buy from whoever stayed in touch. Nobody has the discipline to run a manual twelve-touch follow-up across forty buyers.
  3. 03Viewings that nobody turns up toA no-show viewing is the slot, the drive and usually the relationship, all in one afternoon.
  4. 04Your database is doing nothingEvery listing you will take next year is already in it, sitting at year four of ownership, being emailed a market report nobody opens.

After the forge

  1. Nothing rings out during a showingBuyer or seller identified, qualified and booked into a viewing before you are back in the car.02 AI Receptionist
  2. Portal enquiries answered in secondsAddress, price and the next viewing slot, sent while the buyer is still on the listing.03 AI Chatbot
  3. Viewings that actually happenAddress, parking and access sent with the reminders, and a recovery call inside the hour on the miss.05 Smart Appointment System
  4. The database starts producing listingsSix months past stated intent triggers an AI call and a fresh valuation, not another market report.09 Database Reactivation
  5. You stay the agent, for a decadeHome anniversaries, annual equity updates and a referral programme that runs whether or not you remember it.08 Lifetime Nurture Campaigns

Forged for

  • Solo agents and teams up to about twelve, residential sales
  • Anyone whose lead flow comes from portals, Facebook or Google
  • Agents with a database of past clients that is currently doing nothing
  • Teams that want lead routing by buyer or seller rather than a shared inbox

Not forged for

  • Commercial and investment brokerage, where the cycle is measured in quarters and this cadence is wrong
  • Agents who want the system to write listing descriptions or handle contracts — it captures, books and nurtures, it does not transact
  • Anyone who will not let an AI voice speak to their sphere, since the reactivation engine is most of the value here

If that second list is you, say so on the build call. We would rather tell you a real estate brokerage build is the wrong shape for you than take the money and watch it sit in a sub-account.

The sums, shown

One worked scenario, with every assumption printed. Swap your own numbers into the left column and the rest follows. These are illustrative figures, not measured results from a client.

Assumptions

Enquiries a week35
That go unanswered9
Average commission a side$7,500
Deals per answered enquiry1 in 20

What follows

Missed enquiries a month9 a week x 4 weeks36
Now answered and qualifiedcall, portal and Facebook36
Extra sides closed36 / 201 to 2
Commission on one sidea single deal$7,500

Hours back

Off the phone36 enquiries x 5 min3h
Off buyer follow-up50 buyers x 4 touches x 2 min6.5h
Off review and referral chasing10 asks x 6 min1h
Totalabout 10.5 hours a month

When it pays back. A single closed side covers the build many times over.

ST-06 · THE RESULT

What changes for the client

Day one, this happens.

  • Cold database segmented and re-engaged in the first fortnight
  • Every valuation lead gets a call task, not just an email
  • Past clients touched on the anniversary of closing, automatically

We install it, free.

Installation is free on every build in this catalog. We import it into your client’s sub-account, map every custom value, reconnect the integrations and walk a test contact through every workflow. You get a QA report before the client ever logs in.

InstallFree
Support15 hours, within 8 days
IncludesQA report + walkthrough
Book the install call

ST-07 · THE SCOPE

Delivery and support

What the forge takes on.

Clear lines rather than small print. The build and everything it automates stay on our floor. Work that reaches outside HighLevel is commissioned separately and quoted first.

On the floor

  • Installing the snapshot into the sub-account, with the QA pass and the walkthrough
  • Rebranding the website: your client’s name, colours, logo, domain and booking links
  • A2P 10DLC registration and setup, opt-in wording checked before it is filed
  • Email service setup: domain email integrated in HighLevel and the sending domain authenticated
  • Creating a few more automations where the build needs them, and retuning the ones in it

Commissioned separately

Third-party integrations
Anything that has to talk to a system outside HighLevel: an EHR, a shop management system, a wash controller, a comparative rater.
Third-party API work
Keys, endpoints, retries and error handling. Two-way syncs, webhook relays and scheduled migrations.
Custom software development
Portals, calculators and internal tools. Real software, scoped and priced as software.

Anything in the second list is quoted before a spark is struck, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. It is never billed to you as a surprise.

Delivery24 business hours
InstallationFree
Install support15 hours, within 8 days

Out of the fire and into the sub-account inside 24 business hours of purchase confirmation. The floor runs 9am to 5pm Central, Monday to Friday, and nothing ships at a weekend, so a Friday afternoon order is struck on Monday. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

ST-08 · QUESTIONS

Real Estate Brokerage FAQ

Before you install.

Proof

From agencies running these builds.

Sample entries. DFY Foundry is a young shop. These cards show how the wall reads and stand in until real clients give us reviews to publish. No rating is claimed to Google while this note is here.

Sample

The HVAC build went into a client sub-account on a Tuesday and the receptionist was taking overnight calls by Thursday. The QA sheet meant we did not have to test it ourselves.
Sample entryAgency owner, Placeholder Agency

HVAC COMPANY SNAPSHOT

Sample

What we bought was the three weeks we did not spend building workflows. The spec sheet listed every one of them before we paid.
Sample entryOperations lead, Placeholder Agency

DENTAL CLINIC SNAPSHOT

Sample

The legal build screens matters before they reach a diary. That alone changed what our client does with their week.
Sample entryFounder, Placeholder Agency

LEGAL PRACTICE SNAPSHOT

Sample

Twelve hours of install support inside ten days, with a named person rather than a ticket queue. We used about eight of them, mostly on A2P.
Sample entryTechnical lead, Placeholder Agency

ROOFING COMPANY SNAPSHOT

Sample

The review engine fires when the job closes rather than when somebody remembers, which is the difference between a profile that grows and one that does not.
Sample entryAccount manager, Placeholder Agency

PLUMBING BUSINESS SNAPSHOT

Sample

We install these under our own brand and the client never sees a third party. The white-label side was done properly, not bolted on.
Sample entryAgency owner, Placeholder Agency

WHITE-LABEL AGENCY SETUP

6 published reviews, each one from an agency whose build we shipped

ST-10 · SHIP

Forge the real estate brokerage build.

Take the snapshot on its own, or have us install and test it in your client's sub-account. Either way you get the spec sheet.

Book a build callSee all snapshots

$1,720 ONE-OFF · UNLIMITED SUB-ACCOUNTS · 12 MONTHS OF UPDATES