GoHighLevel for Real Estate Investors: (2025 Helpful Tutorial)

Statistics show that only 17% of real estate investors achieve long-term success, while 83% fail within the first three years – this shows the competitiveness of the real estate industry.

These data are attributed to many factors:

• Lack of market knowledge and research
• Inaccurate property valuation
• Poor financial management
• Difficulty in finding reliable contractors
• Inability to secure funding
• Inconsistent cash flow
• Failure to adapt to market changes
• Not having a solid exit strategy
• Underestimating renovation costs
• High competition in the market

And that is what GoHighLevel for Real Estate Investors is designed to solve!

GoHighLevel for Real Estate Investors is the new CRM tool changing how real estate professionals approach marketing and sales.

It doesn't matter if you are:

You name it – GHL has got you!

Today, I'll show you the practical and simple way backed by actionable tips to use GoHighLevel for Real Estate Investors.

Don't worry – I won't waste your time, I will be straight with it and make it actionable and practical.

Let's start!

How to Use GoHighLevel for Real Estate Investors

First, we will create an account and all the strategies you can use will follow.

Here's how to set it up:

Step 1: Creating Your GoHighLevel Account

Before making any commitment, we recommend you test GoHighLevel for free in order to be sure it will work for your agency.

Luckily, you can get a 30-day free trial here.

To start, go to GoHighLevel.com/30-day-trial and you will be redirected to the page below.

Click on “30-Day Free Trial” and you will be asked basic information about your business, such as:

• Company Name
• Full Name
• Phone Number
• Email Address

Upon filling in everything, click on “Go To Step #2” where you will be asked to select the plan you want.

For now, you need to Select the GoHighLevel Unlimited Plan and you will be able to upgrade to the SaaS Mode once you sign up.

You will be asked to input your credit card details next – you will not be debited anything for now until the end of your trial.

After that, the next is, the onboarding process.

Step 2: GoHighLevel Onboarding

Once you finish the steps above, Go High Level will ask you some onboarding questions to ensure that your account is well set up.

Let’s take a look at them!

The first thing is to tell GoHighLevel more about your business, you would need to:

• Select the industry you operate in
• The primary purpose of using GoHighLevel
• The number of your customers
• And if you have a website

Supply the information based on what is right for you.

If anything isn’t clear to you now, select anything and continue because you can always change it later.

The next page will ask for your business address and billing information.

Then, you need to specify if you’re willing to resell GoHighLevel or not.

As the property manager that you are, you will be willing to resell GoHighLevel.

Just fill in the blank as you can see above and proceed to the next stage.

If you take a closer look at the image above, you will see that it’s asking you to select the tools you currently use.

Selecting the tools is going to keep you organized under one single dashboard.

So, select all that apply and proceed to the next stage.

So, the next stage will ask you to set up your password and a code will be sent to your email for email confirmation.

Input the code and I want to say congratulations, you have just set up your HighLevel account.

Now, you have access to your dashboard which looks like the image below.

Take a few minutes to familiarize yourself with the dashboard, as it’s the control hub where you’ll manage clients, workflows, and settings.

In the Settings menu, adjust key account details, including timezone, currency, and other preferences that fit your business requirements.

In addition, Assign user roles if you have team members who will be using the platform.

GoHighLevel lets you set permissions for different user roles, ensuring each team member has access to the tools they need.

Step 3: White Labeling for Your Brand

The White-Label feature in Go High Level allows you to resell everything GoHighLevel has to offer.

This is one of the most powerful features GoHighLevel for Property Management offers.

It allows you to brand the platform as your own.

It reinforces your business's professional image and strengthens client relationships by presenting GoHighLevel's tools as part of your agency’s offerings.

In order to set it up; click on “Reselling” while you are on your dashboard.

And you have the image below.

From here, you can resell everything GoHighLevel but they're some settings you need to change.

They include:

Configuring White Labeling Options

To set up white-labeling:

• Custom Logo and Branding

In the settings, replace GoHighLevel’s branding with your company logo and theme colors.

This gives clients a consistent experience that feels entirely aligned with your agency.

• Custom Domain Setup

Set up a custom domain (e.g., app.youragencyname.com) for your GoHighLevel platform.

This makes the platform feel like a seamless extension of your agency’s website.

• Email and SMS Sender ID

Configure your email and SMS settings with your agency’s sender ID or domain, ensuring that all client communication reflects your company brand.

Step 4: Setting Up Property Categories and Client Segmentation

Organize Properties

Create categories for the types of properties you manage (e.g., residential, commercial, vacation rentals).

This segmentation makes it easier to organize client data and automate specific campaigns.

Client Profiles

Add property owners, tenants, and prospects to the Contacts section, tagging each based on their role.

For instance, use tags like “Owner,” “Tenant,” or “Prospect” for better segmentation.

Step 5: Integrating Necessary Tools

Integrations

Connect GoHighLevel with other tools you use, such as property listing platforms, accounting software, or email marketing tools like MailChimp.

Phone Numbers and Emails

Set up dedicated business phone numbers and email addresses through GoHighLevel to handle tenant and property owner communications seamlessly.

By following these steps, you’ll have a solid foundation to manage properties, communicate with clients, and automate essential tasks using GoHighLevel.

Learn More: What is GoHighLevel? [A User Experience]

Build a Targeted Real Estate Investment Pipeline

Building a real estate investment pipeline is crucial to effectively managing and tracking your leads.

GoHighLevel makes it easy to create a seamless pipeline to organize and monitor your leads throughout the buying or selling process.

This step will help you identify your best opportunities and ensure you follow up with leads at the right time.

Step 1. Create Custom Pipelines for Different Deal Types

GoHighLevel allows you to create multiple pipelines for various real estate deal types.

Whether you're working with motivated sellers, cash buyers, or real estate investors, setting up customized pipelines will help you organize leads based on their needs and deal status.

Actionable Tip: Create separate pipelines for different types of real estate deals.

For example, have one pipeline for “Fix-and-Flip Deals,” another for “Buy-and-Hold Investments,” and one for “Wholesale Deals.”

This organization ensures that you're targeting the right leads with the right messaging at the right time.

Example: In the “Fix-and-Flip” pipeline, your stages might include “Initial Contact,” “Property Evaluation,” “Offer Made,” and “Under Contract.”

Step 2. Set Up Pipeline Stages for Clear Lead Tracking

Once your pipeline is in place, you can create stages for each lead to track their progress.

GoHighLevel allows you to customize these stages to reflect the specific steps of the buying or selling process for your investment properties.

Actionable Tip: Use specific stages that represent key moments in your investment process. For example, in a wholesale deal pipeline, stages might include “Lead Qualification,” “Property Under Contract,” “Investor Buyer Identified,” and “Deal Closed.”

Example: For sellers, the pipeline stages could include “Initial Inquiry,” “Property Walkthrough Scheduled,” “Offer Sent,” and “Deal Closed,” helping you track where each seller is in the pipeline.

Step 3. Automate Pipeline Movements to Save Time

GoHighLevel offers workflow automation that can automatically move leads from one stage to the next.

This feature can help ensure you stay organized and keep your pipeline moving without having to manually track each lead’s progress.

Actionable Tip: Set up automated triggers to move leads through your pipeline when certain conditions are met, like sending an email or SMS when a lead takes action or when a task is completed.

Example: Once a seller submits their property details, an automation could move the lead from the “Initial Inquiry” stage to the “Property Walkthrough Scheduled” stage and trigger a follow-up email confirming the scheduled appointment.

Step 4. Track Key Metrics for Continuous Improvement

Your pipeline isn’t just for tracking leads – it’s also an essential tool for improving your sales process.

GoHighLevel provides in-depth analytics that help you evaluate the performance of your pipelines.

Actionable Tip: Monitor the number of leads in each stage, the conversion rate between stages, and how long leads remain in each stage.

This will help you spot bottlenecks and areas where your pipeline could be more efficient.

Example: If you notice that leads stay too long in the “Offer Sent” stage, you may need to adjust your offer process or follow-up schedule to close deals faster.

By building and customizing a targeted real estate investment pipeline, you can ensure that no lead is left behind and that you are consistently following up with the right leads at the right time.

Automate Your Communication to Engage Leads Consistently

Consistent communication is key to building strong relationships with leads and converting them into deals.

GoHighLevel’s automation tools help you stay in constant contact with your real estate investment leads, ensuring that you don’t miss any opportunities.

Automating your communication helps maintain engagement and allows you to follow up without effort.

Step 1. Set Up Drip Campaigns for Consistent Engagement

Drip campaigns are automated email or SMS sequences that nurture your leads over time.

These campaigns are perfect for keeping leads engaged and educating them about your services, investment opportunities, and the real estate market in general.

Actionable Tip: Create a series of emails or text messages that gradually educate your leads and prompt them to take action.

For example, a drip campaign for motivated sellers could include messages about how to sell their property fast and the benefits of selling to an investor.

Example: For an investor pipeline, your drip campaign might include emails about how to find profitable investment properties, the best financing options, and success stories of other investors who’ve made profitable deals with your help.

Step 2. Use SMS for Instant Communication

SMS is an incredibly powerful tool to reach your leads immediately and ensure timely responses.

GoHighLevel allows you to set up automated SMS messages to follow up with leads after they submit forms, book appointments, or show interest in your properties.

Actionable Tip: Send SMS reminders after a lead submits an inquiry or expresses interest in your services.

You can also use SMS to confirm appointments, send follow-up messages, or offer new deals.

Example: After a seller fills out your “Sell My House” form, you can send an SMS that says, “Thanks for reaching out! We’ll get back to you with an offer soon. In the meantime, here’s what you can do to prepare your house for sale.”

Step 3. Trigger Follow-Up Actions Based on Lead Behavior

GoHighLevel allows you to trigger follow-up actions based on the behavior of your leads.

Whether a lead opens your email, clicks on a link, or views a specific property, you can trigger automatic follow-up messages to keep them engaged.

Actionable Tip: Use behavior-based triggers to send targeted messages.

For example, if a lead clicks on a link to view a specific investment property but doesn’t schedule a call, you can send them a follow-up message or offer additional information.

Example: If a seller clicks on a link to “Learn More” about your selling process but doesn’t take the next step, you can trigger an email that says, “Still interested in selling your house? Here’s how we can make it easy for you!”

Step 4. Automate Appointment Scheduling and Reminders

For real estate investors, time is precious, and automating the appointment scheduling process saves valuable hours.

GoHighLevel lets you integrate automated appointment scheduling into your communication workflows, making it easy for leads to book calls or meetings with you.

Actionable Tip: Set up an automated workflow that triggers an email or SMS message with a link to your calendar whenever a lead shows interest in discussing a deal.

Include automatic reminders to reduce no-shows.

Example: After a lead shows interest in your fix-and-flip opportunities, send an automated message with a link to your calendar, where they can book a call to discuss potential deals. Set up automated reminders 24 hours and 1 hour before the scheduled call.

Step 5. Monitor Communication Performance for Refinement

Once your automated communication is in place, you’ll want to track how well it’s performing.

GoHighLevel’s reporting tools allow you to measure key metrics like open rates, click-through rates, and engagement levels for each communication sequence.

Actionable Tip: Use this data to refine your messaging and improve engagement.

If you see low open rates on emails, experiment with different subject lines.

If your SMS follow-ups aren’t getting responses, try altering the message or timing.

Example: If your follow-up emails aren’t performing as expected, test different subject lines, adjust the copy to be more personalized, or tweak the timing of your messages to see what resonates best.

By automating your communication, you’ll save time and effort while maintaining a steady connection with your leads.

Build Lead Capture Funnels for Real Estate Deals

Creating lead capture funnels is one of the most important steps in generating new leads and expanding your real estate investment business.

With GoHighLevel, you can easily design and launch high-converting landing pages that attract potential sellers, buyers, and investors.

Let’s walk through how you can set up and optimize these funnels for maximum lead generation.

Step 1. Choose the Right Funnel Template

GoHighLevel provides several pre-built funnel templates designed specifically for real estate.

These templates are optimized to capture leads efficiently and can be fully customized to match your branding and offer.

Actionable Tip: Start by selecting a template that aligns with your business goals.

For example, you can choose a template designed to capture motivated seller leads or one for offering free consultations to potential buyers.

Example: Use a template that allows you to create a “Free Home Evaluation” landing page for sellers looking to offload properties, or a “Real Estate Investment Guide” funnel for aspiring investors interested in learning more about the industry.

Step 2. Customize Your Funnel Design

Once you’ve chosen a template, customize the design to reflect your unique value proposition and appeal to your target audience.

You can add your logo, branding colors, and even adjust the layout to better fit the needs of your business.

Actionable Tip: Keep the design simple, clean, and user-friendly.

The goal is to make it easy for visitors to understand your offer and take action.

Example: For a motivated seller funnel, create a strong headline like, “Sell Your House Fast for Cash,” followed by a simple call-to-action button that says, “Get Your Cash Offer Now.”

Step 3. Create Compelling Copy and Offers

The next step is to write copy that resonates with your target audience.

Whether it’s a cash offer for a seller or a potential investment opportunity for buyers, your message should speak directly to their needs and concerns.

Actionable Tip: Focus on the benefits you’re offering, not just the features. For sellers, focus on the speed and ease of the sale.

For investors, emphasize the potential for high returns or exclusive deals.

Example: In a “Fix-and-Flip Opportunities” funnel, your copy might read, “Find Properties Below Market Value – Maximize Your Investment Potential” with a button leading to a list of current opportunities or a contact form to discuss deals further.

Step 4. Add Effective Lead Capture Forms

A funnel is only as good as its ability to capture leads. GoHighLevel makes it easy to add lead capture forms to your pages so you can gather essential contact information, such as name, email, and phone number.

Actionable Tip: Keep your forms short and to the point. Only ask for information you really need, like a name and email, so visitors are more likely to submit.

Example: In your seller’s funnel, you could include a form that asks for basic property details – like address and condition – and a short message from the seller.

For buyers, simply ask for their contact details and the type of investment they’re looking for.

Step 5. Set Up Email and SMS Notifications

Once a lead submits their information, you need to be able to follow up with them quickly.

GoHighLevel allows you to set up automatic email and SMS notifications, so you can be alerted as soon as a new lead enters your funnel.

Actionable Tip: Create a series of automated follow-up emails or SMS messages that go out to leads shortly after they enter your funnel.

These can include thank-you messages, helpful information, or a prompt to schedule a call or consultation.

Example: For a seller’s funnel, an automated email can be triggered with a subject line like “Thanks for Requesting Your Cash Offer – Here’s What Happens Next” followed by details on how you will evaluate their property and make an offer.

Step 6. Test and Optimize Your Funnels

After your funnel is live, it's crucial to track how it performs.

GoHighLevel offers powerful analytics tools that allow you to measure conversion rates, bounce rates, and other key metrics to optimize your funnel.

Actionable Tip: Run A/B tests to compare different headlines, images, and calls to action. This will help you understand what resonates best with your audience and make data-driven decisions.

Example: Test two different headlines: “Get a Cash Offer for Your Property Today” vs. “Sell Your House Fast for Cash,” and track which one leads to more conversions.

Use the results to improve the funnel’s performance over time.

By following these steps, you can create a real estate lead capture funnel that effectively attracts and nurtures potential sellers, buyers, and investors, increasing your chances of closing more deals.

Set Up Automated Follow-Ups to Nurture Leads

Once your leads are captured, it’s essential to have a follow-up system in place to nurture them until they are ready to take the next step.

GoHighLevel’s workflow automation tools enable you to create multi-step sequences that automatically send emails, SMS messages, or even trigger phone calls.

With automation, you’ll save time and ensure that no lead slips through the cracks.

Step 1. Create a Lead Nurturing Workflow

A lead nurturing workflow is a series of automated emails and/or messages designed to educate, inform, and build trust with your leads.

Whether you’re dealing with motivated sellers, buyers, or investors, nurturing helps keep them engaged until they are ready to take action.

Actionable Tip: Create a multi-step email campaign that delivers value with every interaction.

For example, for motivated sellers, start by sending them helpful tips on how to prepare their property for a fast sale, followed by a cash offer reminder.

Example: For a real estate investor funnel, a nurturing sequence could include valuable insights like “The Best Ways to Evaluate Investment Properties” or “How to Find Off-Market Deals.”

Step 2. Use SMS for Immediate and Direct Communication

In addition to emails, SMS is a powerful tool for keeping leads engaged and following up with them immediately.

GoHighLevel allows you to send automated SMS messages, making it easy to stay in touch and prompt leads to take the next step.

Actionable Tip: Set up immediate SMS alerts as soon as a lead submits their information, and continue to send follow-up messages that encourage them to schedule calls or submit their property details.

Example: For motivated sellers, an SMS sequence might say, “Thanks for reaching out! We’ve received your info and will be in touch soon with your offer.

In the meantime, here’s how you can prepare for a quick sale!”

Step 3. Trigger Actions Based on Lead Behavior

GoHighLevel’s automation allows you to send follow-ups based on specific lead actions.

If a lead interacts with your content, opens your emails, or clicks on your links, you can trigger additional follow-up actions to further engage them.

Actionable Tip: If a lead opens your email but doesn’t take the next step, you can trigger a follow-up reminder email or SMS message encouraging them to schedule a call.

Example: If a lead clicks on a link to learn more about a property but doesn’t fill out the contact form, you can set up a follow-up email with additional property details and an easy way for them to schedule a viewing.

Step 4. Segment Your Leads for Targeted Communication

Not all leads are created equal. Some may be ready to sell or invest right away, while others may need more time.

Segmenting your leads into categories based on their behavior or stage in the buying/selling process ensures you communicate the right message at the right time.

Actionable Tip: Tag your leads according to their actions (e.g., “Interested in Fix-and-Flip,” “Looking for Investment Properties,” “Ready to Sell Now”) and send tailored messages based on their specific needs and interests.

Example: A lead who is actively searching for investment opportunities might receive different messages than a seller who is just beginning to consider their options.

Step 5. Monitor and Refine Your Follow-Up Sequences

Just like your funnels, your follow-up sequences need to be optimized for performance.

GoHighLevel provides insights into how your automated workflows are performing, including open rates, click rates, and conversion rates.

Actionable Tip: Regularly review your email and SMS sequences to ensure they are delivering value and getting the desired results. Make tweaks to improve performance and engagement.

Example: If you notice that your follow-up email has a low open rate, consider changing the subject line or improving the timing of the emails to increase engagement.

Automation frees up your time and helps you stay organized, giving you the bandwidth to focus on closing deals and growing your real estate investment business.

Managing Your Deals and Properties

As a real estate investor, staying organized and tracking your deals effectively is crucial to ensuring that you’re not missing opportunities.

GoHighLevel’s robust CRM and pipeline management tools help you organize your properties and deal flow in a way that saves time and ensures that nothing slips through the cracks.

1. Organize Properties Using Custom Pipelines

GoHighLevel’s pipeline feature is perfect for real estate investors because it allows you to manage multiple properties or deals simultaneously.

You can create a custom pipeline for each property you’re working with, from lead generation to closing.

Actionable Tip: Create separate pipelines for different types of deals, such as wholesaling, flipping, or rental properties.

This will help you stay organized and focused on the specific stages of each deal.

Example: Set up stages like “Lead,” “In Negotiation,” “Contract Signed,” and “Closed” for each property.

By doing so, you’ll have a clear visual representation of where each deal stands, allowing you to take the appropriate action at the right time.

2. Use Tags and Custom Fields to Track Property Details

GoHighLevel allows you to add tags and custom fields, so you can track important details about each property and its associated leads.

This makes it easier to search for specific properties or leads based on certain criteria.

Actionable Tip: Create custom fields for details such as property type (single-family, multi-family, commercial), deal status (under contract, in rehab, sold), and investor preferences (cash buyer, financing).

Tags like “High Priority” or “Needs Follow-Up” will help you prioritize leads that require immediate attention.

Example: If you’re dealing with several properties at once, using tags like “Wholesale Lead” or “Buy and Hold” can help you quickly sort and identify the type of property or lead, streamlining your workflow.

3. Automate Your Follow-Up Process

One of the biggest challenges for real estate investors is staying on top of follow-ups.

GoHighLevel’s automation tools can help you automatically follow up with leads and investors via email, SMS, and phone calls.

Actionable Tip: Set up automated workflows to trigger follow-up messages based on specific actions taken by leads, such as signing up for a newsletter, downloading property details, or showing interest in a property.

Example: If a lead shows interest in a property on your website, you can set up a workflow to send them a thank-you email with further information, followed by an SMS reminder a few days later, encouraging them to schedule a viewing.

4. Track Communication with Leads and Partners

GoHighLevel consolidates all communication with leads and partners into one centralized location.

This helps you stay on top of every email, phone call, and text message.

Actionable Tip: Use the conversation feature to view and respond to messages within the platform.

By keeping all communication in one place, you’ll avoid losing track of important messages and can respond promptly to keep the deal moving forward.

Example: If you’re working with a team of agents or contractors, you can leave internal notes or assign tasks related to communication, making collaboration smoother.

By effectively managing your deals and properties with GoHighLevel, you’ll have full visibility into your operations, improve efficiency, and enhance communication – ultimately leading to more closed deals.

Scaling Your Real Estate Investment Business with GoHighLevel

Once you’ve mastered managing individual deals, the next step is scaling your operations.

GoHighLevel is designed to help real estate investors grow their business by automating time-consuming tasks, improving marketing efforts, and expanding your reach without sacrificing quality.

Step 1. Expand Your Marketing Efforts

GoHighLevel’s all-in-one marketing automation features make it easy to scale your marketing campaigns, whether you’re targeting sellers, buyers, or private investors.

You can create targeted email campaigns, automated SMS follow-ups, and Facebook ad funnels all from within the platform.

Actionable Tip: Set up a Facebook Ads funnel targeting distressed property sellers.

Once a lead clicks on your ad, they’ll be directed to a landing page with a lead capture form.

Then, an automated email sequence will begin to nurture the lead until they are ready to sell.

Example: Run a multi-step email campaign with educational content, investment tips, or case studies, and integrate retargeting ads for those who interacted with your emails or landing pages.

Step 2. Automate More Complex Processes

As your business grows, you’ll need to automate more of your processes to keep up.

GoHighLevel allows you to build multi-step workflows that can handle a variety of tasks, from lead generation to closing deals.

Actionable Tip: Automate complex tasks like sending contracts, scheduling property inspections, or reminding sellers about deadlines.

These workflows can save you hours each week and free you up to focus on growing your business.

Example: Set up an automation that sends an email confirmation of a scheduled showing, sends a reminder 24 hours before the event, and automatically notifies your agent or team member that the showing is confirmed.

Step 3. Build a Team and Collaborate More Efficiently

As you scale, you’ll likely bring on team members or virtual assistants to help manage leads, handle administrative tasks, or perform marketing functions.

GoHighLevel allows you to add team members, assign tasks, and delegate responsibilities.

Actionable Tip: Create user roles within the platform, such as a lead manager, marketing assistant, or acquisition agent.

This will help you streamline operations and ensure that everyone is working on the right tasks at the right time.

Example: You can assign team members specific tasks, such as reviewing incoming leads, scheduling property showings, or drafting email follow-ups.

Each person will have a clear idea of their responsibilities, reducing confusion and improving productivity.

Step 4. Track Your Metrics and Optimize Your Efforts

As you scale, tracking the performance of your campaigns and processes is essential for optimization.

GoHighLevel’s reporting and analytics tools provide you with detailed insights into how your campaigns are performing, what’s working, and what needs improvement.

Actionable Tip: Set up custom reports to track the metrics that matter most to you, such as lead conversion rates, cost per acquisition, and ROI on advertising spend.

Review these metrics regularly to adjust your strategies.

Example: If you notice that your Facebook ads are driving traffic but not converting, use GoHighLevel’s A/B testing feature to experiment with different landing page designs or messaging to improve your results.

By using GoHighLevel’s scaling features, you’ll be able to expand your real estate investing business more efficiently, manage more leads, and close more deals without getting bogged down in administrative tasks.

Final Thoughts

Bringing GoHighLevel into your real estate investment strategy can revolutionize how you manage and convert leads.

By building a targeted pipeline, automating communication, and tracking your performance, you can save time, reduce errors, and increase conversion rates.

The platform’s comprehensive features allow you to streamline everything from lead capture to closing deals, ensuring you’re always one step ahead of the competition.

If you’re serious about scaling your real estate investment business, GoHighLevel provides the powerful tools and automation you need to take it to the next level.