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've been waiting for a week of updates that actually clean up your workflow, this is it.
From friction-free QR code cards to AI tools that explain your automations, this Weekly Breakdown is packed with practical improvements. Whether you're building out funnels, managing client communication, or just trying to get more from your marketing stack. there's something here that saves you time or clicks.
Let's dig in.
Share Contact Info With One Scan
What Changed:
You can now create QR codes linked to either a personal profile card or a business card. both are mobile-optimized and customizable. These options are now built into HighLevel's QR Code generator.
Why It Matters for LOs:
Perfect for events, open houses, or signage
Replaces third-party tools like HiHello or QR.me
Share headshots, logos, websites, contact info, hours, and socials. all in one scan
Tip:
Use your branded domain for the QR link, and include a headshot or logo to personalize it.
Reply-As Fix for Email Threads
What Changed:
HighLevel now respects the original sender when replying in email threads. if you're using LC Email. This allows you to jump into an existing conversation without taking over the thread.
Why It Matters for LOs:
Replies from your team now look seamless to the client
Managers can assist without confusing the conversation
No more "Who is this?" responses from leads
Tip:
Ensure your subaccount is running LC Email (not Mailgun) to take advantage of this fix.
Let AI Explain Your Workflows
What Changed:
Workflow AI now includes a "Learn More" button for each action or trigger. Clicking it generates a plain-language summary of what that step does.
Why It Matters for LOs:
Great for onboarding new team members
Useful for snapshot buyers trying to understand imported logic
Speeds up documentation and review
Tip:
Use these AI summaries as inline documentation. paste them into sticky notes inside your workflows for team visibility.
Smarter URLs for Better SEO
What Changed:
HighLevel now supports nested URLs in sites and funnels, like /marketing/ads/retargeting.
Why It Matters for LOs:
Helps Google (and AI tools) understand your content hierarchy
Supports SEO strategies like content clusters
Lets you organize pages around topic groups
Tip:
Structure URLs like /loan-types/fha or /refi/cash-out for better visibility in search.
Social Planner Now Shows Best Time to Post
What Changed:
When scheduling content in the Social Planner, you'll now see your top 3 best posting times. calculated from your actual engagement history.
Why It Matters for LOs:
No more guesswork around post timing
Higher visibility with no extra effort
Especially valuable for teams running consistent campaigns
Tip:
Batch-schedule your content around the top time slots to maximize visibility and engagement.
Auto Layouts in Page Builder (Labs)
What Changed:
The builder now auto-creates the required row, column, and section when you drag an element into the page. no need to set up containers first.
Why It Matters for LOs:
Speeds up funnel and page builds
Especially helpful for users who aren't design-savvy
Reduces errors and setup frustration
Tip:
Enable this feature in Settings > Labs and keep an eye out for more builder improvements coming soon.
Why These Updates Matter for Mortgage Pros
If you're using HighLevel to run a mortgage business, this week's updates help you:
Share contact info more efficiently (and impressively)
Keep email conversations professional and accurate
Understand workflows faster with AI
Improve SEO through better URL structure
Post smarter with timing recommendations
Build pages with less friction and fewer steps
The more you simplify, the more time you save. time that can be reinvested into leads, closings, and client service.
🎥 Watch the Full Weekly Breakdown
Want to see these features in action?
Michael walks through each update with real examples and practical context for loan officers using HighLevel.
It's a fast walkthrough built for busy mortgage pros. showing exactly how to apply these updates to your lead handling, branding, and client workflows.
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.