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.
The latest round of HighLevel updates brings serious efficiency for mortgage pros. From customizing social content per platform to easier review sharing and message validation, this week's changes aren't just nice-to-haves. they're real workflow upgrades.
Let's break it down.
Customize Images and Videos by Platform
What Changed:
HighLevel's Social Planner has always let you customize post text per platform. but now you can customize the visuals too. That means a LinkedIn-friendly graphic can go out alongside a totally different Instagram layout, all from one scheduling flow.
Why It Matters for LOs:
Every platform plays by different rules. What works on Facebook might flop on Instagram. Now you can tailor the full post. copy and creative. for maximum reach and engagement, without logging into multiple tools or recreating content from scratch.
Tip:
Use vertical formats for Instagram Stories, square for your main feed, and more professional landscape images for LinkedIn. All doable in a single draft now.
QR Codes with Built-In Contact Cards (vCard Support)
What Changed:
HighLevel's QR Code generator now supports vCards. so you can turn a scan into a saved contact, instantly.
Why It Matters for LOs:
Heading to a networking event, open house, or conference? Skip the printed business cards. With this update, you can create a QR code that adds your contact info straight into someone's phone.
Tip:
Keep your vCard updated with your latest branding and title. And yes. these QR codes still look slick and customizable, not like the blocky versions from 2010.
Floating Review Widgets + AI Summaries
What Changed:
Reputation tools just got a facelift. HighLevel now offers:
Floating Review Badge Widgets
A new template library for review displays
AI-Generated Review Summaries
Why It Matters for LOs:
Social proof converts. These new tools help you highlight your best reviews directly on your site or landing pages, no developer needed. The AI summary is especially powerful. it gives visitors a quick read of what people love about working with you.
Tip:
Use the floating badge on high-traffic pages like your contact form or lead capture page. Let those reviews do the selling for you.
New Funnel Widgets: Logo Showcase + Number Counter
What Changed:
The HighLevel funnel builder added two new elements:
Logo Showcase Widget - Highlight partners, lenders, or affiliations
Animated Number Counter - Display real-time stats (like "Families Served in 2024")
Why It Matters for LOs:
These visual widgets build trust and communicate results fast. Until now, most LOs had to use third-party tools (like Elfsight) or custom code to achieve this effect. Now it's built-in.
Tip:
Try using the number counter for milestones like loan volume, happy clients, or average closing time.
Color Picker Overhaul
What Changed:
The color picker across HighLevel now has:
Consistent placement across tools
Ability to name and save colors
Access to both default and custom palettes
Why It Matters for LOs:
Brand consistency matters. You can now save and label your brand colors (e.g., "Empower Purple") and reuse them in funnels, emails, forms, and more.
Tip:
Name your core brand colors and make sure your team uses them across all design tools to keep everything on-brand.
Smarter SMS Sending with Pre-Validation
What Changed:
HighLevel now pre-checks outgoing SMS messages and blocks ones that are likely to fail due to:
Landlines
Invalid numbers
Known Twilio errors
Why It Matters for LOs:
High bounce/error rates hurt your deliverability. This new layer proactively reduces failures, which helps preserve your sender reputation and avoids unnecessary costs.
Tip:
This isn't just a back-end win. it's peace of mind that your follow-ups are more likely to reach the right people.
Why This All Matters
This week's updates highlight a clear trend: less bloat, more focus. HighLevel is building out tools that previously required plugins, custom code, or clunky workarounds. And they're doing it with mortgage and real estate pros in mind.
Whether you're running your CRM solo or managing a team of LOs, these features make it easier to:
Look professional online
Save time on content
Avoid costly tech issues
Get more out of your existing tools
Watch the Full Breakdown
Want to see these in action?
Check them out here:
It's a fast walkthrough built for busy mortgage pros. and packed with practical tips.
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.