[Project 01]

Multi-Property Contact Routing System — Real Estate Client (GoHighLevel)

Real Estate

GoHighLevel Sub-Account Routing for Multi-Property Real Estate

Automated lead routing and pipeline setup for individual property owners

[Project Overview]

Set up and managed a multi-property GHL system for a real estate client with several property owners, including sub-account creation, pipeline management, and an automated contact routing workflow between the main account and each owner's sub-account.

[Problem Statement]

The client managed multiple properties, each with a different owner responsible for handling their own leads and tenant inquiries. All incoming contacts landed in a single main GHL account regardless of which property they were interested in, meaning owners had no way to see or manage only the leads relevant to their own property — everything was mixed together with no separation of ownership or responsibility.

[Industry]

Real Estate

[My Role]

GoHighLevel Automation Specialist

[Platforms]

GoHighLevel

[Timeline]

January 2025- March 2025

[Audience]

Individual Property Owners

Isolated Workspace Needs

Custom Pipeline Requirements

Prospective Tenants & Buyers

Multi-Property Portfolio Managers

Repeat/Onboarding Owners

[Outcome]

Eliminated Manual Sorting

Eliminated manual lead sorting through automated contact routing

Self-Contained Ownership

Gave each property owner a clean, self-contained system with their own pipeline

Scalable Onboarding

Made onboarding new property owners fast and repeatable — just a new sub-account and one routing condition

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