IG DMs, Voice AI, and Workflow Control

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.

Still sending borrowers to a form and hoping they fill it out? This week's HighLevel updates give you a better way to start the conversation. You can now drop Instagram and Facebook messaging right into your site and let leads reach out using apps they already check ten times a day.

The other updates are all about control. Whether you're building automations or cleaning up messy workflows, this week's tools make it easier to follow up, stay organized, and move faster without adding complexity.

Let's break it down.

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Let Borrowers DM You Right From Your Website

What Changed

Facebook and Instagram messaging are now built into HighLevel's native chat widget. Instead of relying on static forms, you can let leads start a conversation using the platforms they already trust.

You can fully customize:

• The widget avatar (use your own face, not the HighLevel default)

• Fields you collect (name and message, no phone number required)

• Position and display options on specific pages

• Branding and legal language

The widget works on any site powered by HighLevel tools . including WordPress, Leadpops, Lender Homepage, or Vonk.

Why It Matters for LOs

Borrowers are used to texting and messaging, not filling out long forms. This update gives you a direct line into their preferred apps while keeping every chat logged in your CRM.

Tip

Skip the phone number and just capture their name and message. If they reach out through IG or FB, you already have their contact info through the platform.

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Offer Multiple Chat Options with One Widget

What Changed

The All-In-One Chat Widget now supports:

• Facebook Messenger

• Instagram DMs

• Voice AI

• Live agent chat

Visitors can choose how they want to connect . and you control how those options appear.

Why It Matters for LOs

Your site can now guide every lead into a conversation, whether they want to text, type, talk, or hand off to an assistant. All chats go straight into HighLevel and stay tied to that contact.

Tip

Set up your Voice AI to handle basic questions or capture info after hours. You'll look responsive 24/7 without burning out your team.

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Workflow Builder Just Got More Manageable

What Changed

The Advanced Workflow Builder now supports:

• Drag-to-select for multiple workflow steps

• One-click formatting to clean up messy logic

• Bulk disabling for sections you're testing

• Sticky notes you can use to label or explain workflow parts

This is a visual and functional upgrade that makes editing complex workflows much easier.

Why It Matters for LOs

If you're building multi-step automations for lead follow-up, referral partners, or post-close campaigns, this saves time and prevents mistakes. It's also easier for teams or agencies to collaborate.

Tip

Use sticky notes as built-in documentation. Label sections like "Post-app follow-up" or "Credit trigger" so your team knows exactly what each part does.

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Build Smart Workflows Right Inside Sub Accounts

What Changed

The AI-powered workflow builder is no longer limited to the agency view. It now works directly inside sub accounts.

You can use AI prompts to:

• Generate workflows from scratch

• Build automations from plain-language instructions

• Edit logic using natural language

Why It Matters for LOs

You don't have to wait on your agency or builder anymore. Smart workflows can now be created directly inside your account with AI support. It also gives your team more autonomy and speed.

Tip

Use the AI builder for repetitive workflows like "new lead nurture" or "referral partner updates" so you can focus on custom touches instead of structure.

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Why These Updates Matter for Mortgage Pros

These changes give you more ways to start real conversations with borrowers, and better control over what happens once they respond. Whether you're working leads from social, paid traffic, or referral partners, the combo of smarter chat options and cleaner workflows helps you stay responsive without adding tech debt.

If your pipeline lives in HighLevel, these updates make it easier to capture, route, and close deals without manual patchwork or extra tools.

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🎥 Watch the Full Weekly Breakdown

This week is all about better conversations. HighLevel now lets you add Instagram, Facebook, and Voice AI chat directly to your site, so borrowers can message you how they actually prefer. No forms, no redirects, and no missed connections.

If you're running traffic or leads through social, this is the update to check out. Set up your widget, choose your channels, and let HighLevel handle the routing. It's fast, simple, and fully integrated into your CRM.