Everything you need to get more out of HighLevel, grow your pipeline, and make smarter tech decisions. Written for loan officers, by people who actually understand the mortgage business.
Every week, we break down the latest HighLevel updates and tell you what actually matters for mortgage. New episode every Friday.
HighLevel’s AI Workflow Builder is faster, but it still needs QA. Plus new contact matching, bulk delete and restore for opportunities, Social Planner upgrades, Email AI improvements, A2P checklist help, and better bot controls.
New workflow triggers for appraisal and closing updates, better Smart List tools, Instagram story scheduling, and no more A2P fees. These HighLevel up
This week’s HighLevel updates help mortgage pros qualify leads faster, automate eSign docs, and track custom forms across any website. Watch the break
Small but mighty upgrades across calls, WhatsApp, workflows, and domains. This Breakdown shows how HighLevel just made daily mortgage follow-up faster
This week’s HighLevel updates help mortgage pros tag calls more accurately, switch workflows faster, clean up IG grids, and add off-platform reviews.
This week’s HighLevel Weekly Breakdown: universal elements in the builder, improved Smart Send timing, and accurate blog previews that help mortgage t
Borrowers want to chat, not fill out forms. This week’s updates help mortgage pros meet leads where they are, using flexible chat options, voice AI su
Step-by-step tutorials and strategies for using HighLevel in your mortgage business. From setup to advanced workflows.
Everything you need to know about using HighLevel as a loan officer. CRM setup, pipeline management, marketing automation, websites, and more. Start here if you're new.
Read the GuideThe right way to configure HighLevel from day one. Skip the mistakes most LOs make during setup.
The essential automations that save hours every week. Lead follow-up, nurture, reviews, and more.
Funnel structures that work for mortgage. Landing pages, thank-you sequences, and booking flows.
Pipeline stages, automations, and tracking that keep your deals moving from lead to closing.
How to use text messaging without getting flagged. Templates, compliance, and automation strategies.
Templates, drip campaigns, and automation sequences that keep your database engaged.
Practical marketing strategies that work for mortgage professionals. No fluff, no theory. Just what's working right now.
Every channel, every tactic, every strategy that's working for loan officers right now. The only marketing guide you need this year.
Read the GuideSkip the generic advice. These are the ideas that are producing real results for LOs.
Drip campaigns, templates, and the email strategy that keeps your database warm.
Text marketing that converts without getting you in trouble. Compliance, timing, and templates.
Platform-by-platform breakdown. What to post on Facebook, Instagram, LinkedIn, and TikTok.
Stand out in a sea of LOs who all look the same. Practical branding that drives business.
Automate your realtor relationships so referrals keep flowing without constant manual effort.
Lead generation strategies, ad guides, and conversion tactics specifically for mortgage professionals.
Stop depending on purchased leads. Build your own lead generation machine.
Examples, templates, and the elements that turn traffic into applications.
The data behind response time and how to build a system that responds in under 60 seconds.
Campaign structure, keywords, landing pages, and budgets that work for mortgage PPC.
Targeting, creative templates, and strategies for mortgage advertising on Facebook and Instagram.
The multi-channel follow-up sequence that turns cold leads into closed deals.
How to use AI and automation tools without losing the personal touch that closes deals.
The AI tools that are actually worth your time. No hype, just the ones mortgage pros are using right now to work faster and smarter.
Read the GuideThe real impact of AI on mortgage marketing. What's hype and what's already working.
How AI chatbots qualify leads 24/7 and which ones actually work for mortgage.
How to use AI for content without sounding like every other robot on the internet.
The promise and reality of AI voice agents for mortgage lead follow-up and qualification.
Where to automate and where to stay human. The balance that keeps clients happy.
Honest comparisons to help you make the right CRM decision for your mortgage business.
A head-to-head comparison of the top mortgage CRM platforms. Pricing, features, strengths, and weaknesses. No affiliate bias.
Read the ComparisonFeature-by-feature breakdown of the two most popular CRMs for loan officers.
Salesforce-based mortgage CRM vs the all-in-one platform. Which makes more sense?
Marketing automation compared. Easy-to-use vs fully customizable.
Enterprise compliance tool vs flexible marketing platform. Which fits your business?
Why loan officers are leaving HubSpot for HighLevel. Cost, features, and flexibility.
The hidden costs of using Salesforce, HubSpot, or Monday for your mortgage business.
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