GoHighLevel Real Estate Snapshot

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The GoHighLevel real estate snapshot can be used with any sub-account you create for a real estate agency. 

The snapshot includes prebuilt funnels, forms, campaigns, and more, saving you the time and effort of creating them from scratch.

Key Takeaways:

  • Quickly add GoHighLevel real estate snapshot to a new or existing sub-account
  • The snapshot contains pre-built forms, funnels, campaigns, triggers, custom values, and more
  • Use the snapshot an unlimited number of times

What Is the GoHighLevel Real Estate Snapshot?

What Is the GoHighLevel Real Estate Snapshot?

The GoHighLevel real estate snapshot is a template – or clone – of a sub-account that can be used with any other sub-account that you create. It contains a set of assets such as campaigns, funnels, and triggers designed specifically for use with real estate clients.

To use the snapshot, all you have to do is load it into your chosen sub-account and all the assets will appear, ready for use. 

There is no limit to how many times you can use GoHighLevel snapshots, so whether you have one or 1,000 clients, you can use the snapshot with all of them.

What Is the GoHighLevel Real Estate Snapshot Used for?

If you take on multiple real estate clients, you will likely find that you are creating a lot of similar campaigns and marketing assets for them.

Instead of going to the effort of creating them from scratch for each client, you can use the snapshot instead. This loads up all the premade assets specific to real estate agencies which you can then go in and edit as needed.

Doing this saves you loads of time and essentially automates what would otherwise be a very repetitive task.

What Does the GoHighLevel Real Estate Snapshot Include?

GoHighLevel Real Estate Snapshot Funnels

GoHighLevel Real Estate Snapshot Funnels

There are three premade funnels included for real estate agencies:

  • Buyer List: A landing page with a data collection form aimed at those interested in receiving a list of available properties.
  • Homebuyer: A landing page with a data collection form aimed at those interested in a specific property.
  • Seller’s Guide: A landing page, Thank You page, and a data collection form aimed at those wanting to sell their property.

GoHighLevel Real Estate Snapshot Forms

GoHighLevel Real Estate Snapshot Forms

There are three data collection forms contained in the real estate snapshot. They are all used in the snapshot funnels, but you can use them on other web pages as needed.

Here’s what you get:

  • Homebuyer’s info form
  • Home buyer’s list form
  • Home sellers form

GoHighLevel Real Estate Snapshot Campaigns

GoHighLevel Real Estate Snapshot Campaigns

Campaigns are automated workflows that lead a contact through a sequence of events from start to finish to achieve a specific outcome. They include actions and triggers and a variety of elements such as email, SMS, callbacks, and more.

There are seven premade campaigns for real estate agencies that you can pick from:

  • Homebuyer nurture
  • Homebuyer’s list nurture
  • Home seller nurture
  • No show nurture
  • Not yet ready
  • Booking requested reply
  • Appointment reminders
Appointment reminders

To find the real estate campaigns, select “Automation” from the sub-account’s left-hand menu. Click on “Import from a campaign” and choose the desired workflow from the dropdown list.

GoHighLevel Real Estate Snapshot Triggers

GoHighLevel Real Estate Snapshot Triggers

Triggers are used within automated workflows and are what happens when a certain action is performed. For example, an action could be the submission of a data collection form which then triggers an email to be sent.

The real estate snapshot includes 11 different triggers, including automatically moving a contact to a pipeline, creating an opportunity, notifying the client, and more.

GoHighLevel Real Estate Snapshot Calendar

GoHighLevel Real Estate Snapshot Calendar

In the calendars section, you will find a pre-built calendar for a free real estate consultation. When someone books an appointment online, you can set it so that the appointment is automatically added. 

GoHighLevel Real Estate Snapshot Pipeline

GoHighLevel Real Estate Snapshot Pipeline

A basic pipeline is included which you can use with any of your real estate campaigns. The pipeline can be cloned and edited for use with multiple campaigns, saving you the hassle of creating new ones each time.

How to Set Up the GoHighLevel Real Estate Snapshot (Step by Step)

There are two ways to add a snapshot to a sub-account:

  • Load the snapshot when creating a new sub-account.
  • Add the snapshot to an existing sub-account.

First, let’s take a look at how to set up the real estate snapshot for a new sub-account.

How to Set Up the GoHighLevel Real Estate Snapshot

Step 1: Log into your GoHighLevel account and make sure you’re in Agency View. 

Select “Account Snapshots” from the left-hand menu and scroll down until you see the real estate snapshot.

Log into your GoHighLevel

Step 2: Hover your mouse over the real estate snapshot icon and two choices will appear. You can either click to “sSelect and Create New Account,” or you can click “Know More.”

sSelect and Create New Account

Step 3: If you clicked “Know More,” you will be taken to a training page containing a video, examples, and a setup guide. When you’re ready, click the green “Create New Account” button in the top-right corner.

Know More

Step 4: Click on “Add Account Manually” and input all the requested details for the new sub-account – name, email address, physical address, etc. 

Add Account Manually

When you’re done, click “Save.” The new sub-account will now be generated. This may take a few moments, so don’t click away from the screen while it’s doing its thing.

click “Save

Step 5: Once the sub-account has been generated, you can take a look inside the various features and you will see that the real-estate snapshot elements have been loaded and are ready for use.

How to Add the GoHighLevel Real Estate Snapshot to an Existing Sub-Account

How to Add the GoHighLevel Real Estate Snapshot to an Existing Sub-Account

Step 1: Log into your GoHighLevel account and make sure you’re in Agency View. Click “Sub-Accounts” from the left-hand menu.

Sub-Accounts

Step 2: Find the sub-account you want to use and click on the three dots located to the right of where it says “Switch to Sub-Account.” A small menu will appear – select “Manage Client.”

Manage Client

Step 3: In the top-right corner, click on “Actions” and select “Load Snapshot” from the dropdown that appears.

Actions

Step 5: Select the real estate snapshot from the dropdown box and click “Proceed.”

Proceed

Step 6: An asset menu will appear, listing everything that is included with the snapshot. If there are any that you don’t need you can click “Skip” next to where it is listed. When done, click “Proceed.”

Proceed

Step 7: The system will now check for conflicts. If it finds any, you can choose to skip or overwrite them. When complete, click “Proceed.”

When complete

Step 7: The snapshot will now load. This takes a short while, and you will get a platform notification once it is complete and ready for use.

Frequently Asked Questions

The GoHighLevel real estate snapshot can be found in the Agency View of your GoHighLevel account. Select “Account Snapshots” from the left-hand menu and you will see it listed in this tab.

The purpose of the GoHighLevel real estate snapshot is to save you time and effort. It contains ready-made campaigns, funnels, and other assets, removing the need to create them from scratch.

You can use third-party real estate snapshots with GoHighLevel. You achieve this by purchasing the snapshot and importing it into the GoHighLevel platform. Then, you follow the same setup process as required for the GoHighLevel snapshots.

You can create your own GoHighLevel real estate snapshot. You do this by cloning an existing sub-account’s assets and saving them as a snapshot.

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  • Janette Bonnet

    Janette Bonnet is a Senior Writer at SupplyGem. She’s been in the teaching and training field for over 10 years and has been writing about it for more than 5 years. She knows a lot about online course tools like GoHighLevel, Systeme.io, and Teachable. Thanks to her long experience and a professional training certification she earned from CIPD, she’s great at helping readers understand these platforms. When you read her articles, you’re getting advice from someone who’s actually used and knows these tools inside out. Beyond her professional endeavors, Janette has dedicated many years to volunteering, especially in animal welfare, showcasing her commitment to giving back to the community.

  • Dr. Angelia Cline, Ed.D.

    Dr. Angelia Cline, Ed.D., has over 20 years of extensive editing expertise and a commendable academic foundation from William Carey University. Besides her position as a Chief Editor for SupplyGem, she is also an Instructional Designer. Dr. Cline manages the Learning Management System (LMS) for a large team, skillfully converting SME knowledge into engaging courses. With over 12 years of teaching experience, she has demonstrated her aptitude across various subjects and educational settings. At William Carey University, Dr. Cline achieved an Ed.D. in Educational Leadership, a Master’s in Teaching of the Gifted and Talented, and another in English Language and Literature. She also secured her BA in English from The University of Southern Mississippi. Her proficiencies range from research and differentiated instruction to educational leadership.

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Disclosure: I am an independent entity from HighLevel. I am not an agent or employee of HighLevel and have no authority to make binding contract or represent HighLevel. I receive referral payments from HighLevel. The opinions expressed here are my own and shall NOT be interpreted or considered as representations, guarantees, or statements made by HighLevel Inc or any of its subsidiaries, agents, or assigns.

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