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.
This week's updates deliver high-impact improvements for workflows, communication, and tracking. especially for mortgage pros managing large teams, referral partners, or custom CRMs.
From transferring inbound calls to logging third-party reviews and creating deeper data relationships, this Weekly Breakdown is full of enhancements that save time and expand your options.
Let's dig in.
📞 Transfer Inbound Calls in Dialer
What Changed:
The HighLevel dialer now supports warm transfers for inbound calls. plus fast contact lookup, post-call notes, and tagging. This feature is part of the new Dialer Refresh in Labs.
Why It Matters for LOs:
Route incoming calls to teammates or assistants
See caller info live while dialing
Add tags and notes right after the call
Tip:
Use the IVR system to route calls, then hand them off seamlessly with warm transfers.
🌟 Track Zillow, Yelp, and Facebook Reviews
What Changed:
You can now integrate external review sites. like Zillow, Yelp, Facebook, and Consumer Affairs. directly into the Reputation dashboard to see all your reviews in one place.
Why It Matters for LOs:
Monitor reputation across platforms
Great for loan officers still receiving reviews on Zillow
Easier to manage outreach and follow-up from one dashboard
Tip:
Just paste your public profile URL into Reputation Settings > Integrations.
📊 Stack Multiple Metrics in One Chart
What Changed:
Dashboards now support multi-metric charts. layer multiple KPIs (like contacts, appointments, and strategy calls) into a single graph for quicker insights.
Why It Matters for LOs:
Build smarter dashboards with fewer widgets
Instantly compare lead gen vs appointments booked
Keep your weekly reports visual and focused
Tip:
Use "Line Chart" or "Bar Chart" widgets and hold [Ctrl] to select more than one metric.
🧱 Custom Object Actions in Standard Workflows
What Changed:
You can now create, update, and associate custom object records in regular workflows. no beta workflow needed. That includes contacts, referral partners, or even real estate agents.
Why It Matters for LOs:
Automate referral partner record creation
Associate lenders or agents to leads without webhooks
Manage relationships beyond the contact level
Tip:
Use this with trigger-based logic to automatically assign partners or log associations without manual work.
Why These Updates Matter for Mortgage Pros
From stronger reputation tracking to better contact routing and database logic, this week's updates are for LOs serious about automation and scale.
If you've been holding off on custom objects or haven't explored Labs in a while. this is your sign to dive in.
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.