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.

HighLevel Weekly Breakdown - AI Tools, Domain Management, and Client Portal Upgrades (May 2025)

Introduction

Welcome to this week's Weekly Breakdown! HighLevel has rolled out several exciting updates that can make a real difference for mortgage professionals and marketers. From powerful AI tools to enhanced domain management options, these features are designed to streamline your processes and improve client experiences. Let's dive in.

Watch the Full Weekly Breakdown

Catch the full walkthrough in the video below to see these updates in action.

HighLevel Domain Purchasing Flexibility

HighLevel now offers more flexibility for domain management, including support for .ai domain extensions and multi-year purchases. This means you can secure your brand's online presence for the long haul without worrying about annual renewals.

Key Features:

• .ai domain support

• Multi-year purchasing for peace of mind

• Seamless integration into HighLevel's onboarding flow

New AI Tools for Smarter Conversations

HighLevel continues to push the boundaries of AI-powered communication. Here are some of the latest updates that can help you manage client interactions more efficiently:

• Conversational Appointment Rescheduling: Automate appointment management with text bots that can reschedule or cancel bookings based on client messages.

• Enhanced Knowledge Base Integration: Voice AI agents can now pull from shared knowledge bases, providing more accurate responses.

• Custom Actions for Voice AI: Go beyond simple Q&A with new custom action triggers, including appointment booking and workflow automation.

Client Portal Document Management

The client portal just got a major upgrade, making it easier for you to share, receive, and manage documents. Whether you're using the portal as a membership hub or a community space, this new functionality can streamline client collaboration.

Key Features:

• Direct file sharing within the client portal

• Mobile app access for on-the-go document management

• Support for multiple document types

SMS/MMS Pricing and A2P Registration Updates

Recent carrier changes have resulted in slight price increases for inbound SMS, but there's also some good news. A2P registration times are now back to a speedy 24-48 hours, and sole proprietors can once again register without an EIN - just a quick identity verification.

Key Changes:

• Small increase in inbound SMS pricing

• Faster A2P approval times

• No EIN required for sole proprietor registration

Conclusion

That's a wrap on this week's breakdown! These updates represent significant improvements for HighLevel users, offering more flexibility and control over client communication, domain management, and AI-powered interactions.

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