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 Weekly Breakdown is stacked. with updates across workflows, reviews, emails, dashboards, courses, blogs, and even SMS compliance. Whether you're automating communication or tightening up marketing flows, there's something here that makes your life easier.
Let's dig in.
New "Any of" Logic for Workflow Conditions
What Changed:
The If/Else condition block in workflows now supports more flexible ways to evaluate text, including "contains," "does not contain," and the new "is any of" or "is none of" operators.
Why It Matters for LOs:
You can now evaluate fields like "source" more dynamically
Simplifies logic around multi-channel leads (Facebook, Google, etc.)
Helps reduce messy workflow branches
Tip:
Try "contains" with partial text like "refi" or "purchase" in custom fields to clean up lead routing.
Email Builder Visibility at the Section Level
What Changed:
You can now control mobile/desktop visibility for entire sections. not just individual elements. in the email builder.
Why It Matters for LOs:
Create device-optimized designs more easily
Manage layout visibility faster across large campaigns
Pairs well with conditional logic based on contact attributes
Tip:
Use this with agent vs. borrower segmentation. one newsletter layout, multiple audiences.
Review AI Bots With Custom Personas
What Changed:
In the Reputation section, you can now create custom AI bots to respond to reviews. platform-specific and persona-based.
Why It Matters for LOs:
Stop generic, auto-responses that engage spam
Tailor tone and platform behavior for Google, Facebook, etc.
Save time managing inbound reviews with consistent voice
Tip:
Create a persona for positive reviews ("Polished Pro") and one for neutral/negative ("Resolution Specialist").
Internal Team Chat Inside Conversations (Labs)
What Changed:
There's a new Internal Chat feature available inside the updated Conversations interface (Labs-enabled).
Why It Matters for LOs:
Collaborate with your LO team inside HighLevel
Keep notes, handoffs, and internal messages off email/slack
Add any user from your subaccount to the thread
Tip:
Turn this on under Labs > Internal Chat, then use it to tag processors, assistants, or other LOs.
Subtitles for Course Videos (Memberships)
What Changed:
You can now upload .SRT files to course videos inside the Memberships section. enabling captions and accessibility.
Why It Matters for LOs:
More accessible content for diverse audiences
Supports learning retention for trainees or clients
Aligns with video accessibility standards
Tip:
Use tools like Descript or Otter.ai to generate SRT files, then upload under the video settings.
Link Shortener in Social Planner
What Changed:
A new link shortener is now available when scheduling social posts in the Social Planner.
Why It Matters for LOs:
Centralizes link tracking per subaccount
Helps keep posts visually clean, especially on mobile
Supports branded subdomains for links (e.g., links.mylofirm.com)
Tip:
Don't expect shorter output unless your branded link is shorter than the original URL.
RSS & Blog Post Controls (UI Tweaks)
What Changed:
Small UI improvements to blog cover display and RSS feed settings were released. You can now control post visibility and RSS count more easily.
Why It Matters for LOs:
Easier to tweak blog layout without dev work
More control over syndication frequency
Tip:
RSS can still support mortgage newsletters and campaign integration. ask if you're unsure how.
Identity Verification for A2P SMS
What Changed:
Some users registering A2P SMS campaigns are now being asked to complete live identity verification, including selfie + ID submission.
Why It Matters for LOs:
New security protocol affects everyone using Twilio or LC phone numbers
Verifications are randomized (as of now)
Adds time to the campaign approval process
Tip:
Don't panic. it's annoying but manageable. Empower LO clients continue to get approved with support.
Why These Updates Matter for Mortgage Pros
From smarter text evaluation to automated review replies and internal team chat, this week's updates are all about refining your messaging. Whether you're inside workflows, email, or customer feedback. these tools save time and add polish.
🎥 Catch the full video breakdown to see these tools in action and decide which are worth rolling out today.
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.