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 spent hours recreating workflow steps or manually updating ad audiences, this week's HighLevel updates are for you. We're talking about tools that actually streamline your systems and help you scale smarter. not just shiny features.
From copy-and-paste workflow logic to expanded internal email controls, real-time ad targeting, and discoverable communities, this Weekly Breakdown helps you work faster and connect better.
Let's break it down.
Copy Workflow Actions Across Workflows
What Changed
HighLevel now enables you to copy any individual action or sequence of actions from one workflow and paste it anywhere else. even across subaccounts. That makes building milestone sequences faster and more consistent than ever.
See the changelog → Workflow - Copy Actions between Workflows
Why It Matters for Mortgage Pros
Easily replicate logic like loan stage updates across workflows
Save time on repetitive setups and reduce errors
Encourage standardization across your team's automations
Pro Tip: Build your ideal logic once. then paste it wherever needed to scale.
CC/BCC in Internal Notifications
What Changed
The new internal notification action in workflows now includes CC and BCC options, giving you full control over who sees automatic emails. No more limited recipients. now you can keep agents, borrowers, and your team all in the loop instantly.
See the changelog → Workflows - CC/BCC Support in Internal Email Notifications
Why It Matters for Mortgage Pros
Keep borrowers, agents, and transaction coordinators included when needed
BCC yourself or your assistant to monitor correspondence in real time
Reduce miscommunication and keep everyone on the same page
Pro Tip: Store agent and TC email addresses in opportunity fields for dynamic insertion.
Smart Lists as Ad Audiences
What Changed
You can now use Smart Lists. custom contact filters. as custom audiences in HighLevel's Ad Manager. That means your ad campaigns always target the right people without manual syncing.
See the changelog → Ad Manager: Customer List Custom Audience using Smart Lists
Why It Matters for Mortgage Pros
Target active leads, producers, or unconverted contacts automatically
Reduce the hassle of exporting/importing lists manually
Run smarter campaigns that evolve with your CRM segments
Pro Tip: Segment with pipeline stage tags and automatically push warm leads to Facebook or Google audiences.
Custom Metrics in Dashboards (Early Stage, Limited Filters)
What Changed
Dashboards now have a Custom Metrics tab that allows you to build formulas (like "Appointments ÷ Contacts") for top-level reporting. It's a powerful start, but note. filters like pipeline-specific data are not yet available.
See the changelog → Sub-Account Dashboard: Custom Metrics
Why It Matters for Mortgage Pros
Quickly monitor metrics like conversion rates without leaving HighLevel
Consolidate key KPIs into a single view for better clarity
Start building the foundation for more sophisticated custom dashboards
Heads Up: Use carefully. full data filtering is still on the roadmap.
GoKollab Marketplace Discoverability
What Changed
HighLevel communities can now be marked as discoverable in the GoKollab Marketplace. A one-click toggle puts your group in front of a broader audience. like Skool's discoverability, but native to HighLevel.
See the changelog → GoKollab for Communities (Marketplace for communities)
Why It Matters for Mortgage Pros
Let new prospects find your first-time-buyer or refinance communities organically
Keep community management, engagement, and marketing all within HighLevel
Build reputation and momentum without extra platforms or fees
Pro Tip: Only communities with 10+ members appear on the marketplace, so time your launch strategically.
Why These Updates Matter for Mortgage Professionals
HighLevel continues making upgrades that reduce repetitive tasks and increase clarity:
Save time by copying workflow patterns instead of rebuilding them
Keep everyone informed with enhanced email visibility
Target smarter with automated audience syncing
Visualize results as custom metrics evolve
Expand reach with discoverable communities inside GoKollab
These upgrades free your time and system space, so you can focus on what really matters: leads, relationships, and closings.
🎥 Watch the Full Weekly Breakdown
Watch the full video breakdown to walk through each update, get real examples, and decide which tools to implement this week.
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.