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 update brings major ease-of-use upgrades across Calendars, Email Campaigns, Blogging, and Workflows. Whether you're scheduling meetings, simplifying automations, or building SEO value. these improvements deliver real-time efficiency for mortgage teams.
Let's break it down.
📅 Calendar Email Notifications with Templates
What Changed:
You can now assign full email templates to any appointment notification within the calendar settings. This includes booking confirmations, cancellations, reschedules, reminders, and post-appointment follow-ups.
Why It Matters for LOs:
These calendar emails used to be simple plain-text messages. Now, you can insert polished, branded HTML templates. without using workflows.
Use Case Ideas:
Confirmation emails with branded graphics
Post-appointment follow-up with review request buttons
Cancel/reschedule notices with custom messaging for referral partners
🏷️ Tag Contacts Based on Campaign Interaction
What Changed:
Inside email campaigns, you can now add tags based on opens, clicks, replies, unsubscribes, or specific link clicks. no workflow required.
Why It Matters for LOs:
This reduces reliance on backend automations. For example:
Tag a lead as "Warm - Opened VA Guide"
Mark contacts who clicked your "Get Preapproved" button
Segment by unsubscribers to exclude from future blasts
Tip:
Use this to tighten Smart List logic and keep your CRM organized with behavioral tags tied to email engagement.
🧭 Dynamic Table of Contents in Blogs
What Changed:
You can now auto-generate a table of contents inside blog posts. It scans your headers (H1, H2, H3) and creates clickable navigation links.
Why It Matters for LOs:
If you're investing in SEO or local content marketing, this boosts user experience and helps keep readers on-page longer.
Tip:
Add a table of contents to mortgage FAQs, rate explanations, or homebuyer guides. It's quick to generate and helps with both UX and rankings.
🔗 Direct URLs to Opportunities (Modal ID Routing)
What Changed:
When you open an opportunity card, the URL now includes the modal ID, making it possible to share direct links to specific deals.
Why It Matters for LOs:
If your team uses Slack, text alerts, or email notifications, you can now link straight to the Opportunity inside HighLevel. reducing clicks and search effort.
Tip:
Use this with notifications like "New Application Received" and embed the opportunity URL for 1-click access from your team.
📁 New Templates: Websites, Funnels & Facebook Ads
What Changed:
HighLevel added new templates across multiple areas. including a batch of 5 new real estate-focused ad templates inside the Ad Manager.
Why It Matters for LOs:
If you're running (or planning to run) Facebook ads, these templates offer a quick-start way to test creative without building from scratch.
Tip:
Check out the "Ad Templates" tab inside Ad Manager. Launching a test campaign is now faster than ever. and a great way to validate messaging for purchase or refinance leads.
Why These Updates Matter for Mortgage Pros
This week is all about automation without complexity:
Custom calendar notifications without needing a workflow
Tagging leads based on behavior. directly from the campaign
Clickable TOCs for content credibility
Linkable deal cards for team collaboration
Pre-built ads to test lead gen ideas quickly
Each feature makes HighLevel more actionable. for new users and power users alike.
🎥 Watch the Full Weekly Breakdown
Michael shows each update step-by-step and shares how to apply them to real LO workflows.
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.