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.
After a short holiday break, the HighLevel team came back swinging. Over 30 updates landed in the past two weeks. and while we won't cover every last one, the highlights below offer serious upgrades to contact management, website navigation, and automation tools.
Let's dive in.
🔁 Enhanced Contact Import Flow
What Changed:
HighLevel's contact import process now supports a unified interface. with the ability to import opportunities alongside contacts and choose between creating, updating, or skipping existing records.
Why It Matters for LOs:
Uploading your Realtor list or past borrower pipeline? You can now tag, assign, and even auto-create opportunities during the import process. all from one screen.
Tip:
Use "Update Only" mode to apply new tags or fields to existing leads without creating duplicates.
🔗 Merge Duplicate Contacts (Now With Multiple Emails/Phones)
What Changed:
You can now merge contacts without losing any data. including multiple phone numbers and email addresses.
Why It Matters for LOs:
If a borrower submits a new form or app with different info, this helps you avoid cluttered profiles and disconnected communication histories.
Tip:
Designate primary fields during merge and keep the rest as alternates. especially useful for co-borrowers.
✉️ Rounded Corner Layouts in Email Builder
What Changed:
The Email Builder now supports border radius styling, allowing you to round off container corners.
Why It Matters for LOs:
Emails just got a visual upgrade. Rounded corners give your layout a modern, mobile-friendly look. especially when paired with branded colors and logos.
🧭 Mega Menus & Submenus in Website Builder
What Changed:
Navigation menus inside the funnel and site builders now support non-clickable parent links, submenus, and even full mega menus.
Why It Matters for LOs:
You can now offer a cleaner user experience on your site. especially if you have multiple loan types, services, or guides to organize.
Tip:
Use mega menus for your homebuyer education hub, blog categories, or team bio pages.
🔍 Searchable Community Posts
What Changed:
HighLevel's community module now includes post and comment search, making it easier to locate old conversations or shared resources.
Why It Matters for LOs:
Whether you're running a client community or sharing lead-gen ideas with your team, search makes your knowledge base actually usable.
📝 In-App Document Builder Enhancements
What Changed:
You can now build and send letters of explanation, pre-approvals, or simple eSign docs directly inside HighLevel. without needing a PDF.
Why It Matters for LOs:
Need a fast signature on a letter or doc edit? Skip the upload hassle and build it live in-platform.
♻️ Evergreen Content Queues in Social Planner
What Changed:
Social Planner now lets you queue content by category and automatically recycle posts on an evergreen loop.
Why It Matters for LOs:
Want to share the same testimonial every 90 days? Or repost your first-time buyer checklist each month? Now you can. no spreadsheet required.
🧠 AI Wait Time + Contact Field Updates in Conversation AI
What Changed:
Conversation AI bots now support two new abilities:
Set a delay (up to 5 minutes) before the bot replies
Update contact fields via conversational responses
Why It Matters for LOs:
A more natural delay makes bots feel human. and updating CRM fields like "buying timeline" or "credit readiness" in real-time saves you steps.
📊 Demographics & Behavior Targeting in Ad Manager
What Changed:
Ad Manager now supports interest, behavior, and demographic targeting, similar to Facebook Ads.
Why It Matters for LOs:
While housing category advertisers still face limits, this gives more flexibility when running education-based or referral-oriented ads.
📱 Social Planner Access in the Mobile App
What Changed:
You can now create, schedule, and review posts in the HighLevel mobile app. directly from your phone.
Why It Matters for LOs:
Mobile social access lets you post on the go, review content from your car, or quickly swap in a new caption. no desktop needed.
Why These Updates Matter for Mortgage Pros
This week's updates are all about simplifying everyday tasks for faster follow-up and better lead visibility:
Unified contact and opportunity importing for cleaner CRM setup
Smart merging tools to reduce clutter from duplicate records
Rounded corners and menus for sleeker, more modern branding
Clickable TOCs to increase blog engagement and SEO impact
Document templates that save time on LOEs and borrower follow-ups
Mobile access to social content for on-the-go edits and reviews
More precise ad targeting to test creative by behavior and intent
These features help loan officers get more from HighLevel. without extra workarounds or third-party tools.
🎥 Watch the Full Weekly Breakdown
Michael walks through each feature in real time with screen shares and practical context for mortgage pros.
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.