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 brings a tight but powerful set of updates focused on speed, personalization, and engagement.
From a sleeker dialer interface to smart template navigation and custom push notifications for community members, these features help you move faster while staying personal.
Let's break it down.
Streamlined Dialer Experience
What Changed:
The built-in HighLevel dialer got a major usability refresh:
Search by partial phone number to match contact records
Unified "Recents" tab showing all inbound and outbound calls
Quick number selector to change caller ID
Why It Matters for LOs:
Faster outbound dialing and lookup
Easier switching between rep lines
All your call activity in one place
Tip: Use the new Recents tab to check missed calls or follow-ups without digging into Conversations.
New Templates in Social Planner and Beyond
What Changed:
HighLevel continues adding new templates across emails, funnels, forms, and social posts. This week, real estate investor content was added to the Social Planner template library.
Why It Matters for LOs:
Speed up your content calendar creation
Reduce design time for lead-gen forms and emails
Leverage industry-specific templates without starting from scratch
Tip: Always sort templates by "Most Recent" to surface the latest drops.
"Other" Option in Forms & Surveys
What Changed:
Checkbox and radio button fields now support a built-in "Other" response that prompts a custom write-in when selected.
Why It Matters for LOs:
Cleaner data collection with better insight
No need to manually filter for "Other"
Allows lead customization in prequal or survey flows
Tip: This feature isn't yet supported in dropdown fields. but that may be coming.
Smart Push Notifications for Communities
What Changed:
You can now trigger push notifications from workflows that direct users to courses or communities.
Why It Matters for LOs:
Build client portals that notify clients of updates
Create employee hubs with real-time alerts
Replace internal email blasts with dynamic messages
Tip: Use merge fields (like name or day) to personalize each notification and improve click-through.
Why These Updates Matter for Mortgage Pros
While smaller in number, this week's features go deep on helping mortgage pros work faster, respond smarter, and stay connected. with both clients and internal teams.
🎥 Watch the full Weekly Breakdown for walkthroughs, use cases, and ideas you can implement today.
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.