Custom Audiences, Cleaner Notes, and Template Upgrades

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 are focused, practical, and surprisingly impactful. especially for teams managing outbound campaigns, ad segmentation, or CRM collaboration. While it's a shorter list than usual, each item brings meaningful improvements to your workflow inside HighLevel.

Let's dig in.

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Expanded Checklist for Custom Value Errors in Email Builder

What Changed:
HighLevel's email builder now includes an expanded error-checking system that validates whether custom values are correctly entered. This doesn't just check for missing fields. it verifies that your syntax matches actual custom values in your CRM. It covers all content types, including logos, social icons, video embeds, FAQs, and dynamic text fields.

Why It Matters for LOs:
Broken merge fields aren't just awkward. they break trust. Whether you're sending milestone updates, review requests, or referral emails, using clean data is crucial. This update helps ensure your personalized emails actually look personalized, not like a template gone wrong.

Tip:
If you're using image or link custom values (e.g., dynamic agent headshots or unique video URLs), double-check your formatting before hitting send. This new validation will flag any invalid fields before launch.

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Improved Notes Experience in Contacts & Opportunities

What Changed:
Notes have gotten a major usability upgrade. You can now:

• Search note content to find exactly what you need

• Filter by associated contacts within an opportunity

• View linked notes across related records

This feature lives under "Labs," meaning it's still in testing and needs to be manually activated in your account settings.

Why It Matters for LOs:
This is a big deal if you're managing multiple borrowers, co-applicants, or referral agents tied to a single loan. The ability to surface notes based on contact relationships (e.g., only see buyer's notes, or filter out listing agents) makes it easier to isolate the key details when reviewing a deal.

Tip:
Encourage your team to document internal convos and call summaries using notes or timeline events. With the new search and filter tools, this documentation becomes instantly more valuable.

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Customer List Custom Audience in Ad Manager

What Changed:
HighLevel's Ad Manager now lets you upload customer lists (CSV files) to create Facebook-style custom audiences. Just drop in a file with emails, phone numbers, or unique identifiers, and HighLevel handles the match logic.

Bonus: Smart List integration is coming next. That means dynamic CRM segments will soon be syncable as ad audiences. no downloads required.

Why It Matters for LOs:
This opens the door to better ad targeting:

• Exclude existing clients from seeing prospecting ads

• Retarget cold leads with a tailored nurture campaign

• Build lookalike audiences from your actual closers

All without leaving the HighLevel platform.

Tip:
Create separate Smart Lists for prospects, warm leads, and past clients. Soon, you'll be able to push these audiences directly into Meta campaigns with a single click.

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New Templates in Email, Funnels, Websites & Contracts

What Changed:
HighLevel has rolled out another batch of ready-to-use templates across multiple builders:

• Email templates: Review requests, milestone updates, rate changes, and more

• Funnel and website templates: Optimized landing pages for different loan types

• Document templates: Preloaded disclosures, proposals, and service agreements

Why It Matters for LOs:
Instead of building from scratch, you can now plug in a polished framework. saving hours of work while still customizing for your brand.

Tip:
Use templates as a jumpstart. Tweak language and layout to match your voice, then save your own versions for reuse in future campaigns or automations.

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Why These Updates Matter for Mortgage Pros

This week's features are less about flash and more about control:

• Cleaner data means fewer client-side email errors

• Better note visibility improves collaboration

• New ad segmentation tools unlock advanced targeting

• Templates make fast implementation realistic for busy LOs

Whether you're refining your workflows or scaling your outreach, these updates keep you moving faster. and smarter. inside HighLevel.

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🎥 Watch the Full Weekly Breakdown

Want to see these features in action?
Michael walks through each update with real examples and practical context for loan officers using HighLevel.