This week's HighLevel updates, explained for mortgage professionals. We cut through the noise and tell you what actually matters for your business, what you can ignore, and what to set up right now.
Quick and useful. that's the theme this week. HighLevel rolled out several updates designed to streamline your calendars, automate communications, and clean up survey workflows. all of which can save mortgage pros time (and stress).
Whether you're managing multiple subaccounts or just tired of duplicating the same Zoom login, these changes are worth checking out.
Let's get into it.
🎯 Calendar Grouping Redesign
What Changed:
HighLevel redesigned the calendar interface to better display groups and simplify navigation between them.
Why It Matters for LOs:
Clean interface for high-volume calendar users
Filter and manage groups more intuitively
Reduces time spent hunting for the right booking link
Tip:
Access it from either Settings > Calendars or Calendars > Calendar Settings to see the improved layout.
📝 Appointment Notes Now Sync to Contacts
What Changed:
When you leave an internal note on an appointment, it now shows up under the related contact's notes section.
Why It Matters for LOs:
Eliminates confusion between calendar and contact records
Centralizes key client notes for follow-up
Helps loan officers stay organized across team handoffs
Tip:
Notes aren't yet labeled by appointment. add a quick reference manually (e.g., "Pre-approval consult 7/18").
🤖 Ask AI Preview for Funnels, Emails, and More
What Changed:
HighLevel's Ask AI assistant is now live in beta (agency view only). It can draft funnels, emails, and social posts using your brand voice.
Why It Matters for LOs:
Use AI to build assets without leaving the CRM
Brand voice integration keeps tone consistent
Saves time on common marketing tasks
Tip:
Only Agency Admins and those enrolled in HighLevel's AI Employee plan have access to Ask AI.
🔄 Zoom & Microsoft Teams for Multiple Subaccounts
What Changed:
You can now link the same Zoom or Teams account across multiple HighLevel subaccounts. no more workarounds.
Why It Matters for LOs:
Supports teams with shared admin or support calendars
Ensures consistency in automated Zoom scheduling
Reduces duplicate integrations
Tip:
Update existing calendar settings to use the shared Zoom/Teams integration after syncing.
📋 Conditional Logic in Surveys (Finally)
What Changed:
Surveys now include the same conditional logic features as forms. like hide/show fields, redirect logic, and custom flows.
Why It Matters for LOs:
Tailor surveys to specific client responses
Redirect leads based on disqualification criteria
Reduce lead drop-off with cleaner logic
Tip:
Click into a field > scroll to "Logic" > select "Survey Conditional Logic" to access the new builder UI.
Why These Updates Matter for Mortgage Pros
This week's improvements aren't flashy. but they're focused, clean, and built to save you time. From syncing appointment notes and Zoom links to using AI for campaign assets, it's all about smoother workflows and fewer clicks.
Want to Go Deeper?
Join the HL4MP Community to hang out with other loan officers, see real setups, and get behind-the-scenes access to what is working in HighLevel right now. Or Go Pro for $97/mo to get hands-on help in weekly Office Hours.