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 updates center around practical improvements to how you manage tasks, send email campaigns, and build workflows with automation tools like Conversation AI. Whether you're optimizing outbound messages or streamlining internal processes, these upgrades are worth your attention. especially if email is a big part of your 2025 plan.
Let's dig in.
Smarter Task Management with Enhanced UI
What Changed:
Tasks inside HighLevel just got a visual overhaul. A new Enhanced UI is available (under Labs), offering a cleaner interface and additional filtering options. like "Due Today," "Overdue," and more.
Though you can't create custom smart lists for tasks yet, the new layout gives you more control over how you prioritize and complete CRM-based action items.
Why It Matters for LOs:
Managing follow-ups and task-based workflows just became faster and more intuitive. especially for those handling a steady stream of new borrower inquiries, docs to chase, or referral partner follow-up.
Tip:
If you don't see the new UI, go to Settings → Labs → Enhanced UI for Tasks and activate it manually.
Trigger a Workflow from Conversation AI
What Changed:
HighLevel's built-in Conversation AI bot now includes a new bot goal: Trigger a Workflow. This joins the existing options like "Book Appointment" and "Update Contact Field."
Why It Matters for LOs:
If you're using bots for lead capture or FAQ automation, this opens the door to initiating nurture sequences, pre-approval logic, or even internal alerts without human intervention.
Tip:
Navigate to Settings → Conversation AI → Bot Goals to activate this. You can assign it to any existing or new bot to enhance automations.
Link Email Templates to Contract Templates
What Changed:
In the Documents & Contracts tool, you can now attach a specific email template to a document template. That means every time you send a document (like a pre-approval letter or LOE), the right email message goes with it automatically.
Why It Matters for LOs:
No more copy-pasting from notes or forgetting to add context. This ensures your documents arrive with a professional explanation. ready to be signed, acknowledged, or shared.
Tip:
Create custom templates for common scenarios: pre-approvals, disclosures, explanation letters, etc., and pair each with a tailored email message.
Background Colors for Email Text Elements
What Changed:
Inside the Email Builder, you can now apply background colors to individual text blocks, not just sections. This small but powerful feature gives you more control over the design of your messages.
Why It Matters for LOs:
This lets you highlight key elements like rates, deadlines, or disclaimers without relying on awkward layout workarounds.
Tip:
Use light accent colors behind short headings or bullet blocks to break up long emails visually.
Resend Emails to Unopens (Even for Batch Campaigns)
What Changed:
HighLevel now lets you resend emails to recipients who didn't open your original message. even if the campaign was sent using batches.
Previously, this was only possible for instant-send campaigns. Now, batch users can re-engage cold recipients with one click.
Why It Matters for LOs:
Most email campaigns don't get opened the first time. This update allows you to double your reach without starting over. making every campaign more efficient.
Tip:
Start testing resend windows (e.g., 3-5 days after original send) to boost open rates and stay top-of-mind with leads and partners.
Duplicate Widgets in Dashboards
What Changed:
You can now duplicate any dashboard widget. making it faster to build reporting views with slight variations. Previously, your only options were to edit or delete a widget.
Why It Matters for LOs:
If you're building dashboards by group, region, or LO team, this saves time and prevents repetitive setup.
Tip:
Use this to quickly clone a performance widget and switch only the assigned calendar, user group, or pipeline.
Why These Updates Matter for Mortgage Pros
This week's features help streamline three core parts of your business:
Follow-up: Smarter tasks and workflow triggers reduce friction
Communication: Resend tools and email design updates improve engagement
Efficiency: Document-email pairing and dashboard widget duplication cut down on manual steps
Whether you're a solo LO or running a team, these changes make HighLevel a stronger daily driver for mortgage and real estate workflows.
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Want to see these features in action?
Michael walks through each update with real examples and practical context for loan officers using HighLevel.
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