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.
This week's HighLevel updates are stacked with quiet wins. tools that don't make noise but do real work. If you're managing content, marketing, or internal operations through HighLevel, nearly every item here will make you more efficient.
From AI-generated emails to universal design blocks and better dashboard filtering, here's what's new and how it helps.
Insert Snippets in Email Templates
What Changed:
You can now use saved email snippets directly inside the visual email builder. not just plain text messages.
Why It Matters for LOs:
Speeds up milestone emails and templated replies
Allows prewritten updates to be reused across templates
Helps teams stay consistent without copy-paste errors
Tip:
Snippets aren't dynamic yet. editing the original won't update inserted copies. Watch for future updates.
Add Spacers for Clean Layouts
What Changed:
The email builder now includes a spacer element to create visual separation between sections.
Why It Matters for LOs:
Cleaner formatting without hacks
More control over how your messages look
Reduces layout issues when building emails from scratch
Tip:
Use spacers between sections like rate updates, testimonials, or CTAs to guide the reader's eye.
Generate Emails with AI in Workflows
What Changed:
You can now generate full emails using AI directly from the "Send Email" action in workflows.
Why It Matters for LOs:
Create campaigns faster. right where you build automation
Eliminate back-and-forth with ChatGPT
Tone options make it easier to match your brand
Tip:
Use this to kickstart nurture emails or event reminders. then tweak for personal touch.
Content AI Lives in AI Agents Menu
What Changed:
HighLevel moved all AI tools (including Content AI) under a unified "AI Agents" section in the left menu.
Why It Matters for LOs:
Keeps AI tools organized in one place
Easier to onboard team members to new tools
Consolidates future updates for AI under one tab
Tip:
If you don't see "AI Agents," your agency can enable it. Empower LO will be activating it for clients this week.
Platform-Specific Content with Brand Voice
What Changed:
Content AI now tailors posts to the platform you're using (Facebook, Google, etc.). and includes brand voice support.
Why It Matters for LOs:
No more generic captions. get platform-ready content
Boosts engagement by matching post tone to channel
Keeps your voice consistent even when AI writes it
Tip:
Use the Content AI button from the "New Post" dropdown for full customization. Brand voice + platform targeting only works through that path. for now.
Bulk Social Post Uploads via CSV
What Changed:
You can now batch-upload content to the Social Planner using a CSV file.
Why It Matters for LOs:
Agencies can push prebuilt content to many LOs
Social teams can prepare content offline, then upload once
Works great with outsourced social media partners
Tip:
Ask your agency or marketing assistant to create reusable CSV templates with placeholders for names, programs, and CTAs.
New Ratings Module for Forms & Surveys
What Changed:
You can now add 5-star (or emoji-style) rating questions to forms and surveys. and use responses to trigger conditional logic.
Why It Matters for LOs:
Collects customer satisfaction or review intent
Supports automated "review gate" flows
Lets you route responses to the right follow-up path
Tip:
Use this in your post-closing survey to ask, "Would you refer us to a friend?" Then direct promoters to your review page.
Group Filters in Dashboard Reports
What Changed:
Dashboards now support grouped "OR" filters. so you can build smarter views and segment better.
Why It Matters for LOs:
Combine multiple conditions into one report
No more tagging workarounds or clunky dashboards
Helps track teams or performance across custom fields
Tip:
Perfect for pipelines with shared roles (LO1, LO2, etc.) where one opportunity might belong to multiple users.
Universal Sections in Funnel & Page Builder
What Changed:
HighLevel introduced "Universal Sections". content blocks you can reuse across websites, funnels, and even blogs.
Why It Matters for LOs:
One-click updates to nav bars, footers, CTAs across your ecosystem
Reduces duplicate work and improves consistency
Supports real-world site architecture with ease
Tip:
Build your main nav menu or contact CTA as a universal section. then reuse it everywhere.
Why These Updates Matter for Mortgage Pros
These aren't just backend tweaks. they're compound upgrades. Used together, these features help you:
Build faster (and better-looking) emails
Train AI to sound like you, not a robot
Push content faster across channels
See the full picture on your dashboards
🎥 Watch the Weekly Breakdown video to get a tour of each feature in action and how to apply them inside your mortgage business.
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.