Estate agents, brokerages, property teams
Portal enquiries answered while the buyer is still browsing, showings confirmed, and the past-client sphere kept warm all year.
$900
One-off · unlimited installs
All sales are final. Sending the snapshot link is the point of no return: it lands in your agency permanently and cannot be recalled, so there is no refund after that. Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Book a callfirst if you want to see the build, or read the full terms.
Contents
All of it imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see theimport checklist.Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Installation is an optional $250 add-on rather than a requirement.
Why this build is shaped the way it is
No conversion claims and no asset counts. What a snapshot produces depends on your client, their offer and the spend behind it, and a counted promise is one your client would hold you to — so here is what you are buying, named rather than totalled.
The problem
The first is response time. Ask the principal how quickly their team returns a portal enquiry that arrives at seven in the evening. Whatever they say out loud, the honest answer is the next morning, and they know what that costs.
The build
Real estate breaks if the routing is lazy. Each agent needs their own calendar, their own review links and their own follow-up ownership, otherwise the fastest agent takes everything and the rest disengage within a month.
The rebrand
Delivery is inside 24 business hours of purchase confirmation. Everything client-facing is yours to rebrand: site copy, sender names, message templates, calendar naming — the PDF lists them in the order that avoids rework. Installation by us is optional at $250 and never a condition of using what you bought.
Schedule A · what lands in the sub-account
Every snapshot in the catalogue hands over the same thirteen lines. What is written below is what each one is fixing on this vertical's day, what changes once it runs, and where the money comes back — so you can lift it into your own proposal without rewriting it first.
Answers buyer and seller enquiries as they land, qualifies on area, budget, timeline and property to sell, then books the agent on duty.
Replies instantly on the website, SMS, Facebook and Instagram, answers questions about a listing or an area, and books a viewing without a form.
Listings-led home page, area and neighbourhood guides, a seller valuation request, agent profiles and a viewing calendar per agent.
Runs AI calls through old buyer enquiries, unconverted valuations and past clients at the six-month mark with a current market reason to speak.
Confirms the viewing with the address and how to get in, reminds an hour out because a viewing is a drive-time decision, and offers the slot to the next registered buyer the moment somebody does not show.
Requests the Google and Facebook review at completion, when the client has the keys and the whole move is still fresh and positive.
Purchase anniversaries, seasonal market notes, annual valuation prompts and a referral programme aimed at the sphere the brokerage already owns.
Clause numbers in the "fires at" column point into the five-stage flow below, so you can say "clause 03.3 is the no-show rescue" to your own client without opening a demo account. Every money line is an illustration to put your client's numbers into, not a measured result.
The problem you are being paid to solve
The enquiry lands while the agent is mid-viewing with their phone on silent. By the time it is returned the buyer has spoken to two other agents and booked a Saturday of showings with one of them.
Three showings booked for Saturday, one buyer turns up. The agent has driven across town twice for nothing and the vendor asks why their property is not being shown.
Everyone in the office agrees past clients and referrals are the best source of business, and nobody touches the list. Four years later the client sells through the agent whose name was on the calendar magnet.
A seller enquiry gets one call and one email, then silence while they interview two other brokerages. The listing goes to whoever kept in contact through the fortnight of deciding.
What the build changes
Buyer and seller enquiries are answered whenever they land, qualified on area, budget, timeline and whether there is a property to sell, then booked with the right agent.
ai-receptionist
The messages that arrive through the site, SMS and social get an immediate reply with the answers a buyer wants, so the enquiry stays alive until an agent can take it.
ai-chatbot
A viewing is a drive-time decision, so the reminder lands an hour out with the address and the access instructions rather than the night before. When somebody does not show, the slot goes to the next registered buyer immediately — the flow targets 70% recovery, and the vendor never hears about it.
smart-appointments
Purchase anniversaries, seasonal market updates, valuation prompts and a referral programme, so the brokerage is the name in front of a past client at the moment they start thinking about moving.
lifetime-nurture
Buyers who went quiet, valuations that never converted and expired enquiries get AI calls with a current reason to talk, which is far cheaper than buying the same lead twice.
database-reactivation
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say a six-agent office takes 120 enquiries a month, misses 40, books 70 showings, and has 1,200 dormant contacts.
around 31 hours a month across the agent roster
When it pays for itself
Take a gross commission of $8,000 on an average side, which is a mid-market figure rather than a coastal one.
On these assumptions a single additional side covers the snapshot many times over, which is the conversation to have with a principal rather than a demo of the workflow builder.
Your resale ledger
You pay $900 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $900 | $1,800 | $500 | $6,900 |
| Typical | $900 | $2,700 | $900 | $12,600 |
| Premium | $900 | $4,050 | $1,500 | $21,150 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot link | The whole build as a GoHighLevel snapshot link, installable into unlimited sub-accounts inside your own agency. | — |
| The installation PDF | Written for someone who installs snapshots professionally: import order, what to rebrand, what the client never sees. | — |
| Installing it for you | — | Optional, $250: the import, the website rebrand, A2P and 10DLC, domain email in GoHighLevel, and a few extra automations. |
| Version updates | Twelve months of updates as the platform moves, reissued as a fresh link to every agency that owns it. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party software | — | Anything needing a licence, a seat or a subscription somewhere that is not GoHighLevel. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Installation is not included and you almost certainly do not need it — the PDF is written for someone who installs these professionally. If a week is already full,installation add-on is $250.
Four of the nine, expanded
Takes the property address first so the enquiry is attached to a listing immediately, separates a buyer from a valuation call, and books the viewing into the listing agent’s own diary.
Answers price, chain position and availability questions across the site, SMS and both social inboxes, sends the brochure inside the thread, and books a viewing without a call back.
Confirmation carrying the address and access instructions, a reminder an hour out because a viewing is a drive-time decision, and immediate re-offer to the next registered buyer on a no-show.
Anniversary-of-move check-ins, postcode-level market updates and a referral branch that fires once a chain has completed rather than while it is still fragile.
Add labour
Read first
Operations · 10 min read
Cost-plus pricing caps your agency at the size of your delivery team. Here is the maths behind value-based retainers, with the four numbers that decide whether a retainer survives month four.
Read the guideSpecifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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