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Custom Objects.

Custom Objects - Real Estate Case Study

Learn how real estate teams use GHL Customer Care Custom Objects to store property data, link clients and vendors, and filter listings for faster, smarter workflows.

2 min read417 words6 explained imagesUpdated Wed, 7 Jan at 9:10 AM
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  1. Key Benefits of Custom Objects for Real Estate
  2. Feature Applications
  3. Expected Outcomes
  4. Related Articles

Custom Objects let real estate teams model “Property” and related entities in a flexible way. This article provides a concise, real‑estate–specific overview of using Custom Objects in GHL Customer Care.

TABLE OF CONTENTS

What is Custom Objects for Real Estate?

Real estate businesses can use Custom Objects to track unique property details, associate properties with clients and vendors, manage maintenance schedules, and organize transaction records. These Custom Objects allow agents to build a customized database of property features and client preferences, enabling targeted matching and improved relationship management. They store exactly the fields you care about and link to clients, vendors, and deals, so information lives in one place and stays reportable.

Key Benefits of Custom Objects for Real Estate

  • Targeted matching: Align client preferences with detailed property attributes.

  • Operational visibility: Centralize maintenance and transaction context per property.

  • Faster workflows: Filter and surface the right listings quickly.

Feature Applications

  1. Creating and Managing Property Records:
    Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades.
    Step 1 of 3: Creating and Managing Property Records: Each property can be added as… What this shows Step 1 of 3: Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property… What this shows Shows what to fill in for step 1 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". This screenshot accompanies step 1 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". At this point in the walkthrough you creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades. The next step is to associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. Step 1 of 3Image 1 of 6 What to fill inCreating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades. Next stepAssociating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    All 3 steps in this procedure
    1. Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades. this image
    2. Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    3. Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
    Step 1 of 3: Creating and Managing Property Records: Each property can be added as… What this shows Step 1 of 3: Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property… What this shows Shows what to fill in for step 1 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". This screenshot accompanies step 1 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". At this point in the walkthrough you creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades. The next step is to associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. Step 1 of 3Image 2 of 6 What to fill inCreating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades. Next stepAssociating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    All 3 steps in this procedure
    1. Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades. this image
    2. Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    3. Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
  2. Associating Properties with Clients and Vendors:
    Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    Step 2 of 3: Associating Properties with Clients and Vendors: Using association… What this shows Step 2 of 3: Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties… What this shows Shows what this covers for step 2 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". This screenshot accompanies step 2 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". At this point in the walkthrough you associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. The next step is to filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements. Step 2 of 3Image 3 of 6 What this coversAssociating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. Next stepFiltering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
    All 3 steps in this procedure
    1. Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades.
    2. Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. this image
    3. Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
    Step 2 of 3: Associating Properties with Clients and Vendors: Using association… What this shows Step 2 of 3: Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties… What this shows Shows what this covers for step 2 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". This screenshot accompanies step 2 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". At this point in the walkthrough you associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. The next step is to filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements. Step 2 of 3Image 4 of 6 What this coversAssociating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. Next stepFiltering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
    All 3 steps in this procedure
    1. Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades.
    2. Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection. this image
    3. Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.

  3. Filtering and List Views for Efficient Tracking:
    Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.

    Step 3 of 3: Filtering and List Views for Efficient Tracking: Applying filters in… What this shows Step 3 of 3: Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on… What this shows Shows what to fill in for step 3 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". This screenshot accompanies step 3 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". At this point in the walkthrough you filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements. Step 3 of 3Image 5 of 6 What to fill inFiltering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
    All 3 steps in this procedure
    1. Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades.
    2. Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    3. Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements. this image


    Step 3 of 3: Filtering and List Views for Efficient Tracking: Applying filters in… What this shows Step 3 of 3: Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on… What this shows Shows what to fill in for step 3 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". This screenshot accompanies step 3 of 3 in the "Feature Applications" section of "Custom Objects - Real Estate Case Study". At this point in the walkthrough you filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements. Step 3 of 3Image 6 of 6 What to fill inFiltering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements.
    All 3 steps in this procedure
    1. Creating and Managing Property Records: Each property can be added as a Custom Object record, with specific fields like location, property type, price, and square footage. Custom fields allow agents to capture unique property attributes, such as view quality, nearby amenities, and recent upgrades.
    2. Associating Properties with Clients and Vendors: Using association labels, agents can link properties to clients, tracking properties clients have shown interest in or have scheduled for viewings. Vendors such as contractors or inspectors can also be linked to properties, helping manage tasks related to property maintenance and inspection.
    3. Filtering and List Views for Efficient Tracking: Applying filters in the list view enables agents to quickly locate properties based on specific criteria, such as location, price range, or property type. This can speed up the matching process when working with clients who have particular requirements. this image

Expected Outcomes

  • Enhanced Client-Property Matching: With detailed property records and the ability to filter properties by client preferences, agents can better match clients to properties, increasing the likelihood of sales.
  • Streamlined Maintenance Management: By linking properties with associated vendors and maintenance schedules, agents can efficiently track property upkeep, enhancing property value and client satisfaction.
  • Improved Organizational Efficiency: Custom Objects allow real estate firms to streamline their workflows by creating a centralized database that is easily accessible and customizable to their needs.

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