From install to first deal in 15 minutes.

Install Condo Intel into your sub-account

The official OAuth flow runs inside GoHighLevel. You'll consent to the requested scopes (every one is used by the app — full list on the Features page).

1. Open the marketplace install link: condo-intel-web.pages.dev/api/install
2. Log into GoHighLevel if prompted.
3. Pick the sub-account you want Condo Intel installed on. (Agency-level installs are not supported — this is a sub-account app.)
4. Review the OAuth scopes and click Allow.
5. You'll be redirected to the Condo Intel admin dashboard.

Watch everything auto-provision

As soon as OAuth completes, the worker pushes everything the platform needs into your sub-account. There's nothing for you to click — no imports, no webhook URLs, no configuration.

What gets set up automatically:

• Condo Transaction — custom object with all the right fields (buyer, seller, property, dates, association, sale price)
• Condo Intel Payload — custom field on the Contact object that mirrors the deal payload
• Built-in outreach engine — HOA application requests and party outreach (agents, lender, title, buyer) send directly through your GHL account. Every send appears in your GHL Conversations, just like an email you sent yourself.
• OAuth tokens — encrypted and stored for the worker to use
• Tenant record — your sub-account becomes a tenant in Condo Intel's database, fully isolated

Verify in GHL:

1. In your GoHighLevel sub-account, go to Settings → Custom Objects. You should see "Condo Transaction".
2. Go to Settings → Custom Fields → Contact. You should see "Condo Intel Payload".

If both appear, provisioning ran cleanly. Move to step 3.

Configure your branded email templates

By default, Condo Intel ships with neutral templates. You'll want to swap in your brokerage's signature, contact info, and tone.

1. In the Condo Intel admin dashboard, go to Admin → Email Templates.
2. Edit each template — the right side shows a live preview with sample merge values.
3. Available merge fields (use double curly braces):
   • {{buyer_name}}, {{seller_name}}, {{property_address}}
   • {{association_name}}, {{management_company}}
   • {{application_deadline}}, {{approval_deadline}}, {{closing_date}}
   • {{sender_name}}, {{sender_brokerage}}, {{sender_phone}}
4. Click Save on each template you edit.

Templates are per-tenant — your edits apply only to your sub-account. The built-in outreach engine uses them automatically.

Drop your first contract or listing PDF

This is the moment of truth. Pick a real (or test) condo purchase contract or listing agreement and let Condo Intel build the deal end-to-end.

1. In the Condo Intel admin dashboard, click Upload in the top nav.
2. You'll see two green cards:
   • Start from contract → use this for a signed purchase contract
   • Start from listing → use this for a listing agreement (pre-buyer)
3. Drop your PDF onto the appropriate card.
4. You'll be redirected to the new deal page. The status will show Processing for ~30 seconds while OCR + extraction run.
5. When the page auto-refreshes, you'll see buyer, seller, property, sale price, agents, and key dates filled in automatically.

Verify everything ran

Quick checks to confirm your end-to-end pipeline is healthy.

• Deal page shows buyer + seller + property + sale price (extracted from the PDF — no manual entry).
• Documents table shows the uploaded contract with status complete.
• Parties section shows transaction parties auto-created (buyer, seller, agents).
• Switch to GoHighLevel → Contacts. The buyer + seller appear as new contacts with the Condo Intel Payload field populated.
• In GHL → Custom Objects → Condo Transaction. The deal record is there with all the right fields.
• In GHL → Calendar. Tasks for application deadline / approval deadline / closing date appear with reminders.
• Trigger HOA outreach → on the deal page, click "Request HOA Application". Then open GHL → Conversations: the outreach email to the management company appears as a sent message on the contact.

If every check passes, you're live. Real deals will flow through this exact path.

Set up per-deal email-in (recommended)

Forward any document to a per-deal email address and it lands on the right deal automatically. Great for agents who'll never log in but will forward an HOA response from their phone.

1. Every deal page shows a Per-deal email address (looks like [email protected]).
2. Forward an HOA reply, an estoppel, or any attachment to that address.
3. The doc is filed on the deal automatically. If it's an HOA-related document, the deal's HOA status updates.
4. For agents who don't know the deal code, use the shared inbox: [email protected]. Condo Intel matches by sender email or subject-line property address.

To use your own inbound domain instead of listinghq.co, contact support — we'll set up a CNAME and SPF record for you.

Bring your own GHL workflows (advanced)

Out of the box, outreach sends directly through your GHL account — nothing to set up. If you'd rather run outreach through your own GHL workflows (custom SMS branches, extra steps, different cadences), you can override the built-in sender.

1. Download the starter snapshot: condo-intel-workflows.json (two pre-built workflows with inbound webhook triggers — mapping documented in snapshot/README.md).
2. In GoHighLevel: Automation → Workflows → + Create Workflow → Import from File, then Publish both.
3. Copy each workflow's inbound webhook URL and paste it into Admin → Integration Settings → GHL Webhooks in the Condo Intel dashboard.

When webhook URLs are configured, they take part in the send path as a fallback/override — most customers never need this.

What to do when something doesn't work

"I got an error during install."

If you see error.noAppVersionIdFound or No integration found, the marketplace listing's app version hasn't been published. Email us — this is on our end, not yours.

"The Condo Transaction custom object didn't appear in GHL."

Open the Condo Intel admin → Admin → Integration Status. If it shows a red dot for "Custom object provisioning", click Retry provisioning. If that fails, email us with your sub-account ID.

"The HOA outreach email didn't send."

Two things to check:

1. Does the association record have an email address? Open the deal → association card → add the management company's email if it's blank, then click Request HOA Application again.
2. Check GHL → Conversations for the management-company contact. If the send failed, the deal's activity log shows the error — email us a screenshot and we'll dig in.

"My PDF didn't extract correctly."

Some scanned PDFs are very low quality. On the deal page, click Reprocess on the document row to re-run OCR. If it still struggles, you can edit fields manually on the deal page — the data syncs back to GHL.

"How do I cancel?"

Open the Condo Intel admin → Admin → Billing → Cancel subscription. Cancellation takes effect at the end of the current billing month. Your data is preserved for 30 days in case you reactivate.

"My question isn't here."

Email [email protected] — replies usually come within one business day. Real-estate operators read every message, not a ticket queue.