REAL ESTATE PLATFORM SUPPORT: GOHIGHLEVEL, FOLLOW UP BOSS, KVCORE & MORE
Workflows, automations, lead routing, and integrations across GoHighLevel, Follow Up Boss, kvCORE, IDX, Lofty, and Sierra Interactive — handled monthly so they don’t break, drift, or quietly stop working.
WHY REAL ESTATE PLATFORMS QUIETLY FALL APART
Most brokerages don’t have a platform problem on day one. The CRM gets set up. Workflows get built. Then the marketing director leaves, the agent who built it moves brokerages, the consultant finishes. The platform keeps running, but nobody’s tending it.
Six months later: automations don’t trigger. Action plans aren’t running. Lead routing doesn’t match the team. The CRM is technically "live" — but it’s leaking opportunities every day.
GOHIGHLEVEL REAL ESTATE SUPPORT
GoHighLevel is one of the most flexible platforms in real estate — and that flexibility is exactly why it falls apart without ongoing support. Sub-accounts get disorganized as agents join. Workflows pile up undocumented. Marketplace integrations silently fail. Snapshots that worked at launch become outdated as processes evolve.
GHL real estate support under our model: sub-account organization, snapshot maintenance, pipeline configuration for each lead source — buyer, seller, investor, referral — each with its own stages and automations. Workflow maintenance, funnel upkeep, email/SMS sequence updates, and custom field hygiene.
For brokerages running multiple sub-accounts under one agency account, we handle rollup reporting and cross-account workflow logic that GHL doesn't make easy out of the box.
FOLLOW UP BOSS SUPPORT
Follow Up Boss is the most popular CRM in residential real estate — but because it's so customizable through Action Plans, Smart Lists, and integrations, FUB setups drift over time. New agents join with different routing needs. Old action plans keep texting cold leads. Smart Lists multiply until nobody knows the source of truth.
We start with an audit — every Action Plan, Smart List, team rule, and integration mapped. Then we cut redundant, fix broken, and align with how your team actually operates today. Ongoing: Action Plan updates, Smart List refinement, lead routing accuracy, and integration monitoring across Zapier, Mojo, RealScout, BombBomb, and lender platforms.
KVCORE SUPPORT
kvCORE is two products in one — a CRM and a website with built-in IDX and lead generation. When something breaks, the question isn't just "is the CRM working?" — it's "is the lead engine generating, is the IDX serving, is the smart campaign firing, and is the behavioral CRM tracking?" All four can fail independently.
Smart campaigns need active maintenance — adjusting triggers, refreshing copy, pausing campaigns spamming low-engagement leads. On the website side: lead capture forms, valuation widgets, and IDX search all need ongoing checks. We've seen kvCORE sites with broken valuation widgets capturing zero leads for six months because nobody tested it.
IDX SUPPORT AND REAL ESTATE WEBSITE MAINTENANCE
IDX support sits at the intersection of your MLS feed, your website platform, and the search functionality buyers use. When any one breaks, the others appear to keep working — your site loads, the search bar appears, but listings shown are stale, incomplete, or wrong.
We support IDX across IDX Broker, kvCORE built-in IDX, Realgeeks, Boomtown, IHomefinder, Showcase IDX, and direct MLS integrations. Standard work: feed monitoring, search filter configuration, property detail pages, lead capture on listing pages, and saved-search alerts.
On broader website maintenance: WordPress, Wix, Squarespace, Webflow updates. Plugin maintenance, theme updates, security patches, mobile responsiveness checks, SSL monitoring, and page speed optimization.
OTHER REAL ESTATE PLATFORMS WE SUPPORT
Lofty (formerly Chime) — workflow setup, lead routing, smart plan maintenance. Sierra Interactive — drip campaigns, agent dashboards, lead distribution. Boomtown — lead nurturing, integration with team systems. Realgeeks — IDX customization, lead capture, mobile optimization.
Marketing tools: Mojo Dialer, BombBomb, RealScout, Cloze, Top Producer, Wise Agent. Website platforms: WordPress, Squarespace, Webflow, Wix. Automation: Zapier, Make (Integromat), native API integrations.
If you’re using something not listed, ask on the discovery call — we either support it or we’ll tell you honestly that we don’t.
HOW ONGOING PLATFORM SUPPORT WORKS
Most do platform setup as a project — bill once, walk away. We treat it as ongoing maintenance.
Audit
Full inventory — every workflow, action plan, smart list, integration, and form. Map what exists and where it's broken.
Fix
Critical issues first. Broken automations, missed routing, integration failures. We repair, not rebuild from scratch.
Build
New workflows as your business evolves. Lead sources change, platforms added, team shifts — all reflected.
Maintain
Ongoing monitoring. Catch broken integrations, outdated workflows, silent failures before they cost leads.
COMMON QUESTIONS ABOUT PLATFORM SUPPORT
Yes — most platforms support adding team members or sub-users with their own login. We never ask for your personal credentials.
Yes. Common migrations: FUB to GHL, kvCORE to FUB, Lofty to FUB. Migrations sit outside the monthly retainer as separate one-time projects.
We support both. If you’re on something more niche, ask on the discovery call — we’ll tell you honestly if we can help.
Yes — through Zapier, Make, and direct API connections. Complex integrations sit outside the monthly retainer as separate scopes.
Critical issues (broken routing, automations down) get same-day response. Standard maintenance handled within 24-48 hours.
Yes — one of our most common setups. We document everything so your internal person sees what changed. We extend capacity, not replace.
We escalate to the platform’s support on your behalf. We know how to get past tier-1 and reach engineers. Vendor escalations don’t count against your hours.
We document — videos, written guides, Loom walkthroughs. Most teams need "here’s exactly how to do this one thing" more than formal training.
Consultants set up and walk away. We set up, then stay. Most problems show up 60-90 days after setup when the consultant is gone. Monthly support catches drift.
Follow Up Boss and GoHighLevel — deepest experience, most active clients. kvCORE, Lofty, and Sierra Interactive right behind.
FROM THE BLOG
Guides that go deeper on the platforms we support.
GoHighLevel for Real Estate: Is It Worth It?
An honest review of GHL for brokerages — pricing, snapshots, workflows, pros and cons.
Read article →Platform SupportWhy Your Real Estate CRM Automations Broke
How to diagnose and fix broken workflows in Follow Up Boss, GoHighLevel, and kvCORE.
Read article →STOP LETTING YOUR PLATFORMS QUIETLY FALL APART
Book a 30-minute discovery call. We’ll audit your current setup and tell you what’s broken, what’s drifting, and what we’d fix first.
DigiestateMarketing support for real estate brokerages and teams. One accountable contact, full execution team.