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 HighLevel update is packed with meaningful upgrades to how mortgage professionals manage automations, advertising, contacts, and client-facing tools. Whether you're refining workflows, improving mobile performance, or launching new ad campaigns, these updates are designed to make your CRM work smarter. and save you serious time.
Let's dig in.
Smarter Branching in Workflow Builder
What Changed:
The "Find Contact" workflow action now automatically splits the path based on whether a contact is found or not. eliminating the need for workarounds.
Why It Matters for LOs:
You can now design automation that intelligently checks your database before creating duplicate records or triggering unnecessary steps. This is a key win for anyone syncing leads from third-party forms, ads, or referral partners.
Tip:
Pair this with custom filters like lead source or email domain to differentiate first-time leads from re-engaged prospects.
Add Notes Directly to Appointments
What Changed:
A new workflow action called "Create Appointment Note" allows you to write personalized, automated notes linked to specific booked appointments.
Why It Matters for LOs:
You can pre-frame your discovery calls or intake meetings by inserting key reminders, disclosures, or tips directly into the calendar invite. Great for improving show-up rates and lead engagement.
Tip:
Include dynamic values like [Loan Type], [Referral Source], or [Client First Name] using custom fields.
"Stop Bot" Conditions for Conversation AI
What Changed:
HighLevel's Conversation AI now includes "Stop Bot" logic, letting you set end conditions such as specific keywords, phrases, or intents.
Why It Matters for LOs:
Your virtual assistant won't keep pushing after a lead signals they're done. Whether it's "I already bought" or "Not interested," you can cut off the automation gracefully and cleanly.
Tip:
Use this feature alongside goal tracking or tags to segment leads into smart follow-up buckets.
Cleaner Custom Object UI for Companies
What Changed:
The Companies object now appears in the Custom Objects area with updated controls, including optional auto-association based on business name fields.
Why It Matters for LOs:
Perfect for managing referral relationships, brokerage teams, or company-based lead flows. The new UI also gives you better visibility into company-contact relationships.
Tip:
Disable auto-creation unless you use consistent naming conventions for business fields across contacts.
Export QR Codes as PNG, SVG, or PDF
What Changed:
The QR code generator now allows export to scalable SVG, high-res PNG, and PDF formats.
Why It Matters for LOs:
Use your QR codes anywhere. from open house signage to flyers and landing pages. without image quality issues or third-party design tools.
Tip:
Save your SVG version to reuse in email footers, social media, and printed collateral.
Google Ads Now Live in Ad Manager
What Changed:
HighLevel now supports Google Ads account linking inside the Ad Manager, expanding beyond Facebook ad integrations.
Why It Matters for LOs:
You can now centralize campaign performance and audience management in one platform. While advanced controls are still evolving, this opens the door for tighter ad-to-CRM attribution.
Tip:
Ask your agency admin if they've enabled free Google Ads access. Some agencies are covering the cost for their subaccounts.
New WordPress Integration Plugin
What Changed:
A new WordPress plugin allows deeper integration between your WordPress site and HighLevel account. including email SMTP sync and potential page visit tracking.
Why It Matters for LOs:
You can trigger email automation from your WordPress forms using your HighLevel email setup. It also paves the way for future tracking of lead activity on WP-hosted pages.
Tip:
Use this to replace patchwork Zapier setups and bring native logic to your WP-to-HighLevel workflow.
Mobile Contact UI Improvements
What Changed:
The contact record screen in the mobile app now shows tags and assigned owners at the top, making the most-used data easier to access.
Why It Matters for LOs:
You can now instantly assess lead ownership and tagging without scrolling. making mobile follow-up much faster and more intuitive.
Tip:
Tap on the tag section to filter or adjust segmentation directly from your phone.
Media Library Comes to Mobile
What Changed:
The full Media Library. previously desktop-only. is now available in the HighLevel mobile app, including folder navigation and file upload.
Why It Matters for LOs:
Access flyers, videos, documents, and social content from your phone, anytime. Send disclosures or marketing materials from the field without opening a laptop.
Tip:
Organize folders by campaign type or loan stage (e.g., "Prequal PDFs," "Rate Flyers") to speed up retrieval.
Why These Updates Matter for Mortgage Pros
This week's updates are all about workflow logic, mobile access, and integrated ad performance:
Find Contact logic paths reduce duplicate contact creation and improve automation control
Appointment notes boost team prep and client experience
Google Ads integration simplifies multichannel lead gen inside HighLevel
QR export upgrades and mobile file access improve branding and on-the-go flexibility
Smarter Conversation AI control prevents bots from overreaching
If you're scaling an efficient, tech-forward mortgage business, these updates are powerful enhancements to your core toolkit.
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Want to see these features in action?
Michael walks through each update with real examples and practical context for loan officers using HighLevel.
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