The Equity Growth Notification Bot monitors property value growth across your past client base and alerts contacts the moment they cross a meaningful equity milestone. A quarterly calculation workflow checks each client's current property value against their loan balance, tags contacts who clear the threshold, and GoHighLevel sends a tailored equity update SMS. Closebot handles every reply to qualify equity interest, refinance or investment intent, and book a consultation.
What's Included
Pre-built GHL Snapshot with equity notification workflow
Quarterly equity calculation workflow with milestone tagging
Closebot AI bot configured as Equity Growth Responder
Tailored SMS using contact's specific equity context
Automated tagging for booking, decline, and escalation outcomes
The workflow activates when a contact has the equity_milestone_eligible tag applied. A separate equity calculation workflow runs quarterly to compute equity (Current Property Value Estimate minus Current Loan Balance) and apply the eligibility tag to contacts crossing the threshold.
1
Equity Calculated
Quarterly workflow calculates equity for past clients with property value populated.
2
Milestone Crossed
Contact tagged equity_milestone_eligible when equity exceeds threshold.
3
Opening SMS Sent
GHL sends equity update SMS with contact's specific equity context.
4
Follow-Up Sent
GHL sends follow-up SMS at day 5 if no reply.
5
Client Replies
Closebot takes over the conversation as the Equity Growth Responder.
6
Equity Qualification
Closebot captures equity interest, concerns, and planned timeline.
7
Booking
Closebot books a consultation via GHL calendar.
8
Outcome Routing
Booked, declined, or escalated based on conversation outcome.