How to Build Real Estate Custom Objects in GoHighLevel

If you manage real estate data in tools like ClickUp and want a unified CRM, GoHighLevel Custom Objects let you create a structured database for properties, agents, buyers, and deals inside your account. This how-to guide walks you through replicating a real estate use case using Custom Objects so you can centralize lead management and transactions.

The steps below are based strictly on the official real estate Custom Object case study from the GoHighLevel help center and adapted into a practical implementation guide.

Why Use GoHighLevel Custom Objects for Real Estate

Traditional CRM records (like Contacts and Opportunities) are not always enough for real estate workflows that need many interconnected entities. With Custom Objects in GoHighLevel, you can:

• Store detailed property data beyond standard fields.
• Track multiple buyers and sellers per transaction.
• Connect agents, properties, and deals with defined relationships.
• Report on your pipeline and inventory with higher accuracy.

This structure is ideal for agencies, brokerages, and investors managing many properties and clients at once.

Plan Your Real Estate Data Model in GoHighLevel

Before you build anything, outline your data model. The source case study models the real estate business around four key objects:

• Property – the real estate asset being bought or sold.
• Agent – the person representing the buyer or seller.
• Buyer / Seller – the clients engaged in a transaction.
• Transaction – the deal process tying parties and property together.

Each Custom Object in GoHighLevel will represent one of these entities. You will later connect them using relationships.

Create Core Real Estate Objects in GoHighLevel

Follow these steps to set up Custom Objects for a basic real estate implementation.

Step 1: Create the Property Custom Object in GoHighLevel

1. Open your GoHighLevel account and go to the Custom Objects area (as shown in the case study).
2. Create a new Custom Object and name it Property.
3. Add key fields such as:
   • Address
   • City
   • State
   • Zip Code
   • Property Type (single family, condo, land, etc.)
   • Listing Price
   • Number of Bedrooms / Bathrooms
   • Square Footage
4. Save the Custom Object to store property records.

These fields mirror a typical MLS-style profile inside GoHighLevel.

Step 2: Create the Agent Custom Object in GoHighLevel

1. Create another Custom Object called Agent.
2. Add fields such as:
   • First Name
   • Last Name
   • Email
   • Phone
   • License Number
   • Brokerage Name
3. Save the object so you can assign agents to properties and transactions later.

Step 3: Create Buyer / Seller Custom Object

Depending on how you want to structure your CRM, you can either:

• Use a single Client Custom Object with a role field (Buyer, Seller, Both).
• Or create two separate Custom Objects: Buyer and Seller.

The source case study focuses on connecting people to deals, so at minimum you will want these fields:

• Name
• Email
• Phone
• Preferred Contact Method
• Role in Transaction (if combined object)

Save the object(s) once the core fields are set.

Step 4: Create the Transaction Custom Object in GoHighLevel

1. Create a Custom Object named Transaction.
2. Add essential deal-tracking fields, such as:
   • Transaction Name or ID
   • Status (Active, Under Contract, Closed, Cancelled)
   • Offer Price
   • Closing Date
   • Commission Amount
3. Save your Transaction Custom Object.

The Transaction object will become the hub that links properties, clients, and agents together.

Define Relationships Between GoHighLevel Custom Objects

Once the objects exist, you must connect them to reflect how a real estate business actually operates. The GoHighLevel case study models relationships like this:

• One Property can be linked to many Transactions.
• One Agent can participate in many Transactions.
• Multiple Buyers/Sellers can be associated with a single Transaction.

Step 5: Set Up Property–Transaction Relationship

1. Open the Transaction Custom Object settings.
2. Locate the relationships section.
3. Create a relationship to the Property Custom Object.
   • Use a many-to-one structure so many Transactions can reference one Property.
4. Save the relationship.

This allows each transaction record to clearly show which property it belongs to.

Step 6: Connect Agent and Transaction in GoHighLevel

1. Edit the Transaction Custom Object again.
2. Add a relationship to the Agent Custom Object.
3. Choose the appropriate relationship type (for example, many Transactions to one Agent, or many-to-many if needed).
4. Save your changes.

After this, you can see which deals each agent is responsible for and build agent-specific reporting in GoHighLevel.

Step 7: Link Buyers and Sellers to Transactions

1. Open the Transaction Custom Object.
2. Create a relationship to your Buyer/Seller or Client Custom Object.
3. Set this as a many-to-many type if you need multiple parties on each side of a deal.
4. Save the configuration.

This connection lets you open a transaction record and view all participating buyers and sellers in one place.

Populate Your GoHighLevel Real Estate Database

With the objects and relationships defined, you can start entering data.

Step 8: Add Property Records

• Create new Property records for each listing or asset.
• Fill in all the relevant property fields.
• Save each record so it appears in your inventory.

Step 9: Add Agents, Buyers, and Sellers

• Enter your Agent records with contact and brokerage details.
• Create Buyer/Seller records for all clients.
• Ensure emails and phones are accurate to support campaigns.

Step 10: Create Transaction Records in GoHighLevel

1. Open the Transaction Custom Object.
2. Create a new transaction and fill in status, offer price, closing date, and other fields.
3. Use the relationship fields to:
   • Select the correct Property.
   • Assign the responsible Agent.
   • Link the relevant Buyer/Seller records.
4. Save the transaction.

Now each record serves as a central hub showing the full picture of a deal.

Use GoHighLevel Features With Your Custom Objects

After replicating this real estate structure, you can begin leveraging the platform around your Custom Objects.

• Trigger automations based on Transaction status changes.
• Send targeted campaigns to Buyers or Sellers tied to specific property types.
• Build reports showing agent performance and closed volume.
• Filter your Custom Objects to quickly find active listings or pending deals.

This is the core value of taking time to structure your data model correctly from the start.

Learn More About GoHighLevel Real Estate Custom Objects

The complete reference for this walkthrough comes from the official GoHighLevel real estate Custom Object case study. You can review the original documentation here: GoHighLevel Custom Object Real Estate Case Study.

If you need strategic help implementing this model across multiple sub-accounts or integrating with other systems, you can also consult CRM implementation specialists at Consultevo.

By building these Custom Objects and relationships in GoHighLevel, your real estate organization gains a flexible, scalable database that supports better automation, reporting, and client communication.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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