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.
If you've been trying to make sense of HighLevel's growing list of AI tools, this Weekly Breakdown brings some much-needed clarity. After two weeks of non-stop feature drops, this week's rollout focuses on smarter training, cleaner builder experiences, and a better (but still clunky) Ask AI assistant. Whether you're building funnels, managing reviews, or just looking to save time in your CRM, there's something here to make your system faster and more usable.
Let's dig into the ten most relevant updates for HighLevel users in mortgage and real estate.
Ask AI Gets a Facelift
What Changed: Ask AI now features a redesigned UI with a cleaner, more guided experience on mobile and desktop. The update introduces a step-by-step campaign flow for building marketing assets like emails.
Why It Matters for LOs:
Easier to understand what Ask AI is trying to do
Looks more polished for client-facing demos
Still limited in functionality and often off-target
Tip: Use this only for quick tests or inspiration. It's not ready for full campaigns.
New Campaign Builder Inside Ask AI
What Changed: You can now launch an email campaign workflow directly from Ask AI. It walks you through questions about your offer, audience, and tone.
Why It Matters for LOs:
Saves time writing basic outreach sequences
Not well-aligned with mortgage-specific needs yet
Often misunderstands prompt context (e.g., adds lead magnets when you didn't ask for them)
Tip: Skip this for now. The native Email Builder offers a better experience.
Ask AI Can Now Read Your Knowledge Base
What Changed: Ask AI is now trained on your own Knowledge Base content. It can use uploaded docs, FAQs, and pasted text to inform its answers.
Why It Matters for LOs:
Gives more accurate, relevant responses
Helps onboard new team members quickly
Can be used to simulate client-facing chatbot logic
Tip: Keep your KB clean and updated with plain language. The smarter the content, the better the AI.
Richer Content in Knowledge Base
What Changed: You can now paste rich text, create tables, and upload DOC, DOCX, PDF, and CSV files into the Knowledge Base.
Why It Matters for LOs:
No need to convert files before uploading
Organize product info, loan guidelines, and training docs in one place
Support for structured data means better chatbot logic
Tip: Use tables to build comparison charts for loan types or programs.
Auto-Refresh for Web Content
What Changed: You can now set external web URLs added to the Knowledge Base to auto-refresh daily, weekly, or monthly.
Why It Matters for LOs:
Keeps your AI assistant trained on the latest content
Great for referencing constantly updated industry sources
Reduces manual re-uploading of links
Tip: Use this with your own website or trusted mortgage news sources.
Improved Web Crawler
What Changed: The web crawler used to train your Knowledge Base now better parses and pulls content from URLs. It's also easier to set up.
Why It Matters for LOs:
Scrapes useful info without needing to upload files
Ideal for adding mortgage FAQs or product descriptions
Helps keep your support content centralized
Tip: Test pages before finalizing the crawl to avoid irrelevant text.
Funnel Builder AI Returns
What Changed: The AI Funnel Builder is back with a smoother setup flow. It allows you to define your tone, audience, and offer, then generates funnel pages automatically.
Why It Matters for LOs:
Build draft funnels in minutes
Faster page structure for things like loan program promos or open house signups
More intuitive than Ask AI
Tip: Generate the base funnel, then refine it manually in the page builder.
Competitor Analysis in Reputation Manager
What Changed: You can now compare your reviews with local competitors inside the Reputation tab. This includes sentiment analysis, strengths and weaknesses, and a visual heatmap.
Why It Matters for LOs:
See how your branch stacks up in the market
Spot areas for improving client experience
Gather competitive talking points
Tip: Use this in marketing reviews or strategy meetings with your team.
Address Autocomplete Now Built-In
What Changed: The address field in Forms and Surveys now includes autocomplete by default. No more enabling it manually in agency settings.
Why It Matters for LOs:
Clean, standardized address data for lead routing
Less manual input for users at open houses or on mobile
Works great for "What's my home worth" forms
Tip: Replace your old address fields with the new version to enable autocomplete.
Why These Updates Matter for Mortgage Pros
If you're using HighLevel to run a mortgage business, these updates help you:
Train your CRM faster with content you already have
Build funnels and emails in less time with smarter AI tools
Standardize lead capture with clean address inputs
Compare your reviews with local competitors in a few clicks
Stay up to date without constantly re-uploading docs or links
The more you streamline your systems, the more time you can spend where it counts, following up with leads, closing loans, and creating better client experiences.
🎥 Watch the Full Weekly Breakdown
After two weeks of nonstop releases, this week brings focused upgrades that help you move faster and build smarter. From AI tools that actually work to cleaner automations and better training workflows, every update this week is built for how mortgage teams use HighLevel day to day.
👉 Watch the full video to see how these upgrades fit into real workflows.
🔔 Join the HL4 Community for insider tips and early access: joinhl4.com
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