How to Set Up Go High Level for Real Estate (Without Getting Overwhelmed)

If you’re a real estate agent or broker, you’ve probably heard of Go High Level.

You may even know it’s “powerful” and “can run your whole business” — but when you log in, it feels like a cockpit. Dozens of features, endless menus, and no clear roadmap for what you actually need to use.

The good news: as a real estate professional, you don’t need everything.

You just need a few core pieces set up correctly:

• A simple pipeline that matches how you work
• Automated follow-up so no lead slips through the cracks
• Smart tagging and routing so leads go to the right place
• Appointment reminders that reduce no‑shows
• Easy open house and offer follow-ups
• Basic dashboards so you can see what’s working

In this guide, we’ll walk through how to set up Go High Level for a real estate business step by step — and how to use it without getting buried in complexity.

Why Go High Level Is a Good Fit for Real Estate

Go High Level (often written as GoHighLevel or GHL) is an all‑in‑one platform that can:

• Capture leads from forms, funnels, and ads
• Store and organize contacts like a CRM
• Automate follow‑ups via email, SMS, and even ringless voicemail
• Track deals in pipelines
• Book and manage appointments
• Build simple landing pages and funnels

For real estate agents and brokers, that means you can:

• Respond instantly to new leads
• Keep track of buyers and sellers by stage and property
• Follow up after open houses
• Send appointment reminders automatically
• Stay on top of which leads came from where

You don’t have to use every feature. If you focus on a handful of essentials, you’ll get real value quickly — and you can grow from there.

Step 1: Start With a Real Estate Sub‑Account and Snapshot

Go High Level lets you create sub accounts — essentially separate spaces for each business.

If you’re just getting started:

1. Go to your Agency account.
2. Click Sub accounts in the left menu.
3. Click Create sub account.
4. Search for Real Estate snapshots.

You’ll see options like:

• Real Estate Agent
• Real Estate Broker

Pick the one that matches you best. These snapshots come preloaded with:

• Real estate pipelines
• Basic automations
• Landing page templates

Then:

• Add your business information (address, name, etc.).
• Click Add sub account.
• Switch into it with Switch to sub account.

This gives you a solid starting point tailored to real estate rather than a blank, generic setup.

Step 2: Build a Pipeline That Matches Your Real Estate Workflow

Your pipeline is where you visually track deals from “new lead” to “closed.”

The real estate snapshot usually includes a default pipeline with stages like:

• New lead
• Hot lead
• New booking
• Visit attended
• Deal
• Left a review

You can keep this, or you can create your own so it reflects how you actually work.

How to Create a Custom Pipeline

1. Go to Opportunities.
2. Click Pipelines.
3. Click Create pipeline.

For a buyer pipeline, for example, you might set stages like:

• New lead
• Contacted
• Appointment set
• Showing
• Offer made
• Closed

For a seller pipeline, you could have:

• New listing
• Photos taken
• On market
• Offer received
• Sold

Name the pipeline and click Create. Then, in the top left, switch to your new pipeline to start using it.

Tip: If you work with both buyers and sellers, create separate pipelines. It keeps your view clean and makes follow‑up easier.

Step 3: Automate Lead Follow‑Up So You Respond Instantly

This is where Go High Level really shines.

Most agents lose business not because they don’t get leads — but because they don’t follow up quickly or consistently.

With Go High Level, you can create workflows that:

• Trigger when a new lead comes in
• Send an immediate SMS and/or email
• Add the lead to a pipeline
• Assign it to an agent
• Continue nurturing over days or weeks

Start with a Simple New Lead Workflow

1. Go to Automations → Workflows.
2. Click Create workflow → Start from scratch (or use “New Lead Nurture – Fast 5” as a base).

Add a trigger, such as:

• Form submitted (for website or funnel forms)
• Facebook lead form submitted
• TikTok form submitted
• LinkedIn lead form submitted
• New contact created
• Appointment booked

If you’re using a standard Go High Level form, choose:

• Trigger: Form submitted
• Filter: Form is [Your Buyer/Seller Form]

Once you’ve set your trigger, add actions like:

• Create/Update Contact – to ensure the lead is saved properly
• Add to Pipeline – put them into the “New lead” stage of your buyer or seller pipeline
• Send SMS – something friendly and immediate, like:

“Hi {{contact.first_name}}, thanks for reaching out about homes in {{location}}. Would you like to schedule a quick call to talk about what you’re looking for?”

• Send Email – a slightly more detailed introduction and next steps
• Wait steps and If/Else conditions – for follow‑ups based on whether they reply

You can also use the prebuilt New Lead Nurture (Fast 5) workflow in Go High Level. It typically:

• Triggers when someone submits an offer form or Facebook lead form
• Creates a new opportunity in the New lead stage
• Sends a conversational email and SMS
• Waits for replies
• Moves leads to Hot lead if they reply
• Triggers call connect actions

This is a great starting point if you don’t want to build from scratch.

Step 4: Auto‑Tag and Route Your Leads for Better Organization

Once leads are flowing in, you want them automatically:

• Tagged (e.g., buyer, seller, rental, luxury, open house)
• Routed to the right pipeline and agent

This keeps your database clean and makes it easy to run targeted follow‑ups.

Tagging Leads Based on Forms and Sources

Say you have different forms:

• Buyer form
• Seller form
• Open house form
• Free home valuation form

You can:

1. Use a trigger like Form submitted or Facebook lead form submitted.
2. Filter by specific form.
3. Add an action: Add contact tag.

Useful tags might include:

• Buyer / Seller
• Rental
• Luxury listing
• Came from Facebook
• Came from Google
• Open house – 123 Main St
• Free home valuation

With these tags in place, you can quickly filter contacts, build targeted campaigns, or trigger routing automations.

Routing Leads to the Right Agent

You can also route leads based on tags.

Example: all Buyer leads go to your buyer’s agent.

1. Create a new workflow with trigger Contact tag.
2. Filter: Tag added is Buyer.
3. Add action: Assign to user.
4. Choose the agent responsible for buyer leads.

You can set up similar workflows for sellers, rentals, or specific property types or locations.

This way:

• Facebook buyer leads go straight into your buyer pipeline
• Seller leads go to your listing pipeline
• Agents see only the leads they’re responsible for

No manual sorting. Less confusion. Faster response times.

Step 5: Set Up Appointment Reminders to Reduce No‑Shows

Once you’re booking showings and consultation calls, appointment reminders can dramatically reduce no‑shows.

Create a Calendar in Go High Level

1. Go to Calendars → Calendar settings.
2. Click New calendar.
3. Choose the calendar type:

• Personal booking – for one agent
• Round robin – for multiple team members
• Class booking – useful if you want a “group” appointment (e.g., open house time slots)

1. Name the calendar (e.g., “Buyer Consultation,” “Listing Appointment,” “Property Showing”).
2. Add team members if using round robin.
3. Set:

• Meeting duration
• Bookable times
• Buffer times between appointments

Then, connect it to your personal calendar:

• Go to Connections
• Click Add new
• Connect Google Calendar, Outlook, iCloud, or Calendly

Now, when someone books through this calendar, it automatically shows up in your personal calendar.

Use Automated Confirmation and Reminder Workflows

Go High Level usually includes a workflow like “Appointment Confirmation and Reminders.”

This can:

• Trigger when an appointment is confirmed
• Update the opportunity stage to something like Appointment set
• Send a confirmation email:

“Hi {{contact.first_name}}, your appointment has been confirmed for {{appointment.start_date}} at {{appointment.start_time}} {{appointment.time_zone}}.”

• Send reminder emails:
• 24 hours before
• 1 hour before
• Send SMS reminders (e.g., 1 hour before)

If someone doesn’t show, another workflow can trigger on Appointment status: No show and:

• Send a link to reschedule
• Follow up again after a day

This combination keeps your calendar fuller and minimizes missed opportunities.

Step 6: Automate Open House Follow‑Ups

Open houses are great for collecting warm leads — but those leads often go cold if you don’t follow up quickly and consistently.

Go High Level makes it easy to:

• Capture visitor info
• Tag them based on the specific open house
• Send personalized follow-ups with similar listings or next steps

Create a Simple Open House Form

1. Go to Sites → Forms → Form builder.
2. Build a form that collects:

• Name
• Email
• Phone
• What they’re looking for (beds, baths, budget, area)

You can use this:

• On a tablet at the open house
• As a QR code link (visitors scan and fill it out on their phone)
• Embedded on your website
• As part of your Facebook lead ad form that’s integrated into Go High Level

Automate the Follow-Up

1. Use a Form submitted trigger for your open house form.
2. Add an action to Add contact tag, e.g.: Open house – 123 Main St.
3. Add actions to:

• Send an immediate “Thanks for stopping by” email or SMS
• Include links to similar listings or next steps
• Add them to a Warm leads pipeline
• Set reminders for follow‑up calls or texts

Example SMS:

“Hi {{contact.first_name}}, thanks for visiting the open house at 123 Main St today. I’ve got a few similar properties you might like — want me to send them over?”

This simple automation helps you stay top‑of‑mind and turn casual open house visitors into real opportunities.

Step 7: Use Dashboards to See What’s Working (and Fix What Isn’t)

Once everything is up and running, you don’t want to guess how it’s performing.

Check your Dashboard or Reports in Go High Level regularly (weekly works well). You can see:

• How many leads are coming in
• Which sources (Facebook, Google, website, open houses) are performing best
• How many leads are moving from stage to stage in your pipeline
• Where deals tend to get stuck

From there, make small tweaks like:

• Adjusting the delay between follow‑up messages
• Refining your SMS and email templates
• Changing which tags trigger which workflows
• Fine‑tuning your pipelines or reminders

Often, small improvements in timing or messaging can significantly boost your response rates and conversions.

Bonus: Simple Funnels and Offers for Real Estate

You don’t need complex funnels to generate leads.

Go High Level snapshots for real estate often come with ready‑made pages like:

• Free home valuation offer
• Home buying consultation
• Seller consultation

For example, you could:

• Run Facebook ads to a free home valuation landing page
• Collect details through a form
• Tag those leads as Free home valuation
• Trigger an automation that:
• Reminds you to prepare the valuation
• Sends a follow‑up message to schedule a consultation
• Adds them to a seller pipeline

This turns a simple offer into a structured system that consistently feeds your business.

Keep It Simple, Then Grow

Go High Level has dozens of features — social planners, reputation management, and more — but you don’t need all of them on day one.

If you’re a real estate agent or broker, start with:

• A buyer and/or seller pipeline
• New lead follow‑up workflows (email + SMS)
• Tagging and routing rules
• Appointment calendars and reminders
• Open house follow‑up
• Basic dashboard checks

Once those are in place and working, you can gradually add:

• Social media scheduling
• Review generation (reputation management)
• More advanced campaigns and funnels

The goal isn’t to use every feature — it’s to build a system that quietly saves you hours each week and helps you close more deals.



Need Help Setting This Up?

If you’d like to use Go High Level (or any CRM/automation system) but don’t have the time or desire to configure it yourself, Blue Swing Media can help.

We work with small businesses and local service providers — including real estate professionals — to:

• Set up practical, easy‑to‑use pipelines
• Build automated follow‑ups that feel personal, not spammy
• Connect your website, ads, and forms so every lead is tracked
• Create landing pages and offers that actually convert

If you want a real estate system that runs smoothly in the background while you focus on serving clients, reach out to Blue Swing Media. We’ll help you implement the strategies in this guide and tailor them to your business, your market, and your goals.