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.
If you've ever wished HighLevel would just do what you tell it. this is your week.
This Weekly Breakdown introduces one of the most powerful features we've seen in months: AskAI can now manage your CRM through simple chat prompts. From pipeline cleanups to cross-account filtering, it's like having a virtual assistant living inside your CRM.
And that's just the start. You'll also see upgrades to funnel UX, text editing, mobile usability, and even phone number compliance.
Let's break it down.
Talk to Your CRM with AskAI
What Changed:
HighLevel's AskAI is now connected to your MCP server, which means you can interact with your CRM using natural language commands.
You can now say things like:
"Show me all leads older than 30 days in Hot Follow-Up."
"Move them to the Ghosted stage."
"Now show me refi opps in the Pending Application stage."
AskAI understands the request, fetches the data, and even performs the action. without you clicking through pipelines, dropdowns, or filters.
Why It Matters for LOs:
No more manually updating stale leads
Faster pipeline cleanup and opportunity management
You can manage sub-accounts without logging in and out
Perfect for admins, team leads, or anyone using HighLevel at scale
Note: You'll need to be an Agency Admin or have the AI Employee add-on enabled.
Create Multiple Popups on a Single Page
What Changed:
You're no longer stuck with one popup per page. HighLevel now lets you assign different popups to different buttons. all on the same landing page.
Why It Matters for LOs:
Great for lead-gen pages with multiple paths (e.g., "Buying a Home" vs. "Refinancing")
Avoids redirecting users to separate pages
Improves UX and keeps more leads engaged on-page
Tip:
Use unique popups to trigger tailored forms based on loan type, urgency, or lead source.
Edit Text Faster with Rich Text Blocks
What Changed:
The Page Builder now includes a new Rich Text element that allows you to combine:
Headings (H1-H6)
Paragraphs
Links
Formatting styles
All inside a single content block.
Why It Matters for LOs:
Simplifies page layout and reduces element clutter
Makes formatting faster for non-designers
Easier to hand off for editing or templating
Tip:
Use this for FAQs, testimonials, or educational blocks where you need a mix of text styles.
Scripts Are Now in the Mobile App
What Changed:
Scripts are now accessible from the HighLevel mobile app. That means call guides, objection handlers, and conversation frameworks are available on the go.
You can find them in:
Settings > Phone Numbers > Advanced Settings > Call Scripts
Why It Matters for LOs:
Helps onboard new team members quickly
Keeps talk tracks consistent across your team
Enables newer LOs or assistants to follow the script without needing a desktop
Tip:
Upload pre-built lead scripts and tag them by lead type or stage (e.g., Internet Lead - New vs. Re-Engagement).
Conversation AI Can Do More
What Changed:
Two key upgrades were made to Conversation AI:
You can now update 20 contact fields (up from 5)
You can trigger 5 different workflows per response logic (up from 3)
Why It Matters for LOs:
Better lead enrichment during AI interactions
Smarter automation without "stacked" workflows
Improved handling of complex reply branching
Tip:
Use the new workflow limits to personalize AI replies based on lead type, credit stage, or qualification criteria.
New Persona Verification for A2P
What Changed:
Some phone number actions (like A2P registration, CNAM, or STIR/SHAKEN compliance) now require persona verification. which includes uploading a valid photo ID and doing a facial scan.
Why It Matters for LOs:
Adds friction, but likely improves deliverability and reduces spam risk
Keeps HighLevel in good standing with Twilio and telecom compliance
You may need to help team members complete verification during onboarding
Tip:
Use LeadConnector or Twilio direct depending on what's most efficient for your org. both are still supported.
Why These Updates Matter for Mortgage Pros
If you're using HighLevel to manage your mortgage business, this week's updates help you:
Manage your CRM pipeline conversationally. no more click-heavy cleanup
Increase funnel conversion with dynamic popups
Speed up page builds with rich text blocks
Train and support your team more easily with mobile scripts
Improve AI automation with expanded logic and contact handling
Stay compliant as A2P verification evolves
Every one of these changes saves time or removes friction. and that's time you can reinvest in clients, closings, and marketing.
🎥 Watch the Full Breakdown
These updates are easier to see in action.
⬇️ Watch the full Weekly Breakdown video here⬇️
You'll get live demos of the new AskAI prompts, popup configuration, and more. plus tips on how to roll them out in your HighLevel setup.
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.