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 - Email Stats, Templates, and Call Transfers (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 improved email reporting to powerful new template libraries and mobile app upgrades, 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.

Email Statistics and Bulk Send Tracking

HighLevel has made it easier to track the performance of emails sent through the bulk action feature in the Contacts section. Previously, these emails wouldn't show up in the main email statistics dashboard, but now you can see open rates, click-through rates, and more in one place.

Key Features:

• Unified email tracking for bulk sends

• Improved visibility into email performance

• Time-saving update for marketers using bulk actions

Enhanced Template Libraries

HighLevel's template libraries have become even more powerful, offering hundreds of pre-designed templates for email, funnels, surveys, and ads. This includes industry-specific templates for real estate and mortgage professionals.

Key Features:

• Email, funnel, survey, and ad templates

• Industry-specific designs for mortgage pros

• Regular updates with fresh templates

Multiple Knowledge Bases for AI Bots

HighLevel's Conversation AI just got a major upgrade with support for multiple knowledge bases. This allows you to train different bots for different purposes, improving the accuracy and relevance of their responses.

Key Features:

• Multiple knowledge bases for specialized bots

• Improved AI training with website crawlers

• Better customer support and lead conversion

Inbound Call Transfers in the Mobile App

The latest HighLevel mobile app update adds a powerful new feature - inbound call transfers. Now, you can warm or blind transfer incoming calls directly from the mobile app, improving team coordination and lead management.

Key Features:

• Warm and blind call transfers

• New DND button to block unwanted callers

• Seamless integration with HighLevel and LeadConnector

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, marketing automation, and lead management.

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