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're running HighLevel for mortgage, this week is a turning point.
Lead routing just got real. So did eSign automation, external form tracking, and even how you onboard LOs into your systems.
Whether you're solo or scaling a team, this Weekly Breakdown is packed with workflow wins. Let's dive in.
Set the Right Workflow Builder from the Start
What Changed:
You can now set whether new workflows open in the Advanced or Standard builder. Admins can also control who has permission to switch between them.
Why It Matters for LOs:
Prevents team confusion
Enforces the right build environment
Reduces support friction when managing multiple users
AI Actions in Workflows Got an Upgrade
What Changed:
HighLevel updated the model powering all AI workflow actions. That includes Translate, Summarize, Intent Detection, and the Decision Maker.
Why It Matters for LOs:
Translate client messages with better tone control
Summarize convos or notes for your team
Detect negative intent automatically
Route leads based on mortgage data like credit, income, and urgency
Tip: Use AI Decision Maker to classify leads into hot, warm, or cold paths without manually writing conditions.
Assign Fillable Fields Dynamically in eSign Templates
What Changed:
You can now assign fillable fields like sender name, date, or loan amount inside workflows when using Documents and Contracts.
Why It Matters for LOs:
Send pre-approvals automatically
Pull data from the contact record
Reduce manual edits before sending documents
Conversations Page Just Got a UI Refresh
What Changed:
The Conversations inbox now has a sleeker layout and improved navigation.
Why It Matters for LOs:
Faster review of message threads
Easier to scan and reply
More polished communication workflows for your team
Contact Detail Page Redesign
What Changed:
The Contact view was updated to match the newer HighLevel UI standard.
Why It Matters for LOs:
Less clutter
Key info is now grouped more intuitively
You can access notes, fields, and activity faster
Tip: If your team works from the contact screen often, this update is a quality-of-life win.
External Form Tracking + Custom Field Capture
What Changed:
You can now track form submissions and custom fields on websites not hosted by HighLevel.
Why It Matters for LOs:
Works on WordPress and custom domains
Captures the same data you'd get on a HighLevel funnel
Helps unify your lead tracking across platforms
Tip: Drop the tracking script on every page of your site to log activity and form data right in the contact record.
Why These Updates Matter for Mortgage Pros
This week's drop is all about efficiency without giving up control.
You can now:
Route leads with logic that actually reflects mortgage qualification
Trigger eSign workflows without extra tools
Control your builder defaults to reduce tech friction
Track forms on the sites you already use
Clean up the client comms interface your team uses daily
None of it requires a new tool or extra cost. It's all waiting inside your HighLevel account.
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.