Real Estate Agency Set Up Snapshot

Snapshot Overview

The Agency Snapshot is a comprehensive setup designed to streamline client onboarding, automate core processes, and give your agency a scalable foundation inside GoHighLevel. From lead management to payment workflows and customizable websites, this snapshot sets your agency up for growth from day one.

Buy snapshot for $199 USD or Get Snapshot for Free
Real Estate Agency Set Up

Why is Real Estate Agency Set Up Free?

When you sign up for HighLevel or upgrade your account using our affiliate link, GHL pays us. This lets us keep building new websites, templates, and automations for you—so you get the snapshot at no cost!

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What It Does

Builds a full SaaS-style agency structure inside your CRM

Automates lead generation, client onboarding, and payment handling

Offers customizable templates for funnels, websites, emails, and more

Tracks every stage of the client journey across sales and support pipelines

Key Features

Workflow Automation

50+ pre-built workflows across key categories:
  • Lead capture (keyword triggers, list reactivation, Messenger/SMS)
  • Appointment booking, reminders, and follow-ups
  • Payments, failed transactions, refunds, and cancellations
  • Sales and onboarding pipeline automations
  • Task reminders and internal operations
  • GMB messages, compliance handling, and unsubscribe logic

Funnels & Sites

  • Fully branded Agency SaaS Funnel as your main website
  • Booking funnel for sales, onboarding, demo, and support calls
  • Legal pages, abandoned cart, cancellation pages
  • Multiple web design templates (modern or classic styles) ready to customize

CRM Pipeline Setup

  • Sales Pipeline: Tracks every step from lead-in to closed or abandoned
  • Onboarding & Support Pipeline: Handles trials, onboarding, billing status, and cancellations
  • Tag-based automations keep contacts moving through each stage

Calendar System

  • Includes 4 ready-to-use calendars:
    • Demo
    • Onboarding
    • Sales
    • Support
  • Each calendar is configurable and can trigger specific workflows

Custom Values & Branding

  • Pre-mapped custom values for URLs, branding colors, team names, and calendars
  • Ensures your automations and templates are pre-filled and consistent

Why It Matters

Agencies using GHL can spend weeks setting up workflows, pages, and processes. This snapshot gives you a launch-ready system that’s fully integrated, customizable, and built for efficiency — saving time and helping you onboard clients faster.

Perfect For

New agencies launching on GoHighLevel

Existing agencies upgrading to a SaaS model

Teams looking to reduce manual tasks and improve follow-up

How to Get Real Estate Agency Set Up for Free

SIGN UP NOW
1

Sign Up for Free

Start by signing up for a 14-day free trial of GHL. This allows you to explore and set everything up without any immediate payment.

2

Get Set Up

During the trial period, take the time to set up everything you need before your first payment is due to HighLevel.

3

Receive the Snapshot

When you sign up for HighLevel we provide you with our snapshot for free to help you get started.