From install to first deal in 20 minutes.

Install Condo Intel into your sub-account

The official OAuth flow runs inside GoHighLevel. You'll consent to 14 scopes (all are 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 14 OAuth scopes and click Allow.
5. You'll be redirected to the Condo Intel admin dashboard.

Watch the schema auto-provision

As soon as OAuth completes, the worker pushes the schema into your sub-account. There's nothing for you to click — but you can verify it landed.

What gets created 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
• 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.

Import the GHL workflow snapshot

Condo Intel sends two outbound webhooks during normal operation — one to trigger HOA outreach to the management company, one for party outreach (notifying agents, lender, title, buyer). The snapshot gives you both workflows pre-built. You import once.

1. Download the snapshot: condo-intel-workflows.json
2. In GoHighLevel, open Automation → Workflows in your sub-account.
3. Click + Create Workflow → Import from File.
4. Select condo-intel-workflows.json. Two workflows appear:
   • Condo Intel — HOA Application Request
   • Condo Intel — Party Outreach
5. Open each one and click Publish (the default trigger is an inbound webhook).

Don't worry about customizing the workflows yet — the defaults work out of the box. You can edit subject lines, add SMS branches, or change the cadence later in the GHL builder.

Copy webhook URLs into Condo Intel admin

Each imported workflow has an inbound webhook URL. Condo Intel fires the right webhook at the right moment — but it needs to know each URL. You paste them once.

1. In GoHighLevel, open Condo Intel — HOA Application Request. Click the Inbound Webhook trigger node.
2. Copy the URL labeled "Webhook URL". It looks like https://services.leadconnectorhq.com/hooks/...
3. Open the Condo Intel admin dashboard: condo-intel-web.pages.dev/admin
4. Go to Admin → Integration Settings → GHL Webhooks.
5. Paste the URL into the HOA Application Webhook URL field. Save.
6. Repeat for Condo Intel — Party Outreach → paste into Party Outreach Webhook URL.

That's the entire plumbing. The next time a deal hits the "HOA application ready" stage, Condo Intel will POST to your HOA workflow, the workflow will send the branded email, and replies will be filed back to the deal automatically.

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.

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". Check that the GHL workflow fires (Workflows → Condo Intel — HOA Application Request → Recent Executions).

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 docs+abc123@inbox.listinghq.co).
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: docs@listinghq.co. 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.

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 workflow didn't fire."

Two things to check:

1. Is the workflow Published in GHL? (Draft workflows don't accept inbound webhooks.)
2. Did you paste the right webhook URL into Condo Intel admin? Compare the URL in the workflow trigger node vs. the one stored in admin → GHL Webhooks.

"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 scott@scottlehrrealtor.com — replies usually come within one business day. Real-estate operators read every message, not a ticket queue.