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 like updates that remove the tiny annoyances in your workflow, this is your week. HighLevel did not drop a monster release, but they did clean up a few areas that mortgage teams touch constantly. Think fewer duplicate edits, more predictable email timing, and blog previews that actually match what you publish. Nothing flashy. Nothing overhyped. Just functional upgrades that make working inside HighLevel a little less frustrating.
For LOs and teams running both a mortgage website and funnels, these changes land right where you feel them. Let's get into it.
Universal Elements Hit the Builder
What Changed
HighLevel already gave us universal sections and rows, but that never solved the real pain point: repeated elements. Nav bars, disclaimers, custom code blocks, CTAs, calculators, rate widgets, all had to be updated in multiple places.
Now you can save an individual element at the universal level.
That means:
Save a button, menu, code block, or widget once
Drop it across any page, funnel, or site
Edit it a single time
Watch it update everywhere automatically
If you maintain multiple mortgage funnels, purchase campaigns, refi landing pages, or content hubs, this is a massive cleanup feature.
Why It Matters for LOs
Mortgage teams run complex setups. You might have:
A main website
Several lead funnels
A refi campaign
A DSCR page
A free guide opt-in
A blog hub
A calendar booking flow
They all share the same core components. Before Universal Elements, updating a compliance line or a menu link felt like a scavenger hunt. Now it is as simple as "change once, done."
Pro Tip
Use Universal Elements for:
NMLS and compliance footers
Navigation bars
Rate widgets
Tools linked via custom code
Reusable CTA blocks that appear across funnels
It keeps everything tight and consistent, especially for teams with multiple producers under one brand.
AI Schedule: Smart Send Time Optimization
What Changed
Smart Send has existed inside campaigns for a while. It reviews past engagement patterns and tries to email contacts when they are most likely to open. HighLevel enhanced the scheduling logic to make send times more accurate and more intentional.
You will now see optimized timing based on when contacts historically engage with your messaging. This is especially valuable for mortgage businesses sending:
Long term nurture campaigns
Rate update sequences
Event reminders
Market education content
There is one important limitation.
The Catch for Mortgage Users
If your account uses two way sync, you will not see Smart Send for one off conversational emails.
Two way sync is the recommended setup for almost all LOs because:
It keeps email threads clean
Messages sync with Gmail or Outlook
Deliverability improves
Client communication is consolidated
So while the update is real, many mortgage pros will not directly benefit from it in Conversations. But for campaigns, this upgrade still helps keep your messages landing at the right time.
Why It Matters for LOs
Mortgage communication is timing sensitive. If your message hits too early or too late, you get ignored. Optimized send times help:
Warm leads convert at higher rates
Past clients re-engage more often
Long term nurture sequences land when contacts actually check email
Small improvement. Real payoff.
Blogs: Enhanced Blog Post Preview
What Changed
Blog previews inside HighLevel finally display what your audience will see after publishing. If you have ever tried to preview a blog post with:
Embedded videos
Custom HTML
CSS styling
Images
Code blocks
Spacers or formatting tweaks
You know how unpredictable the preview used to be. It often looked nothing like the final post.
Now the preview matches the live version.
Why This Matters for Mortgage Pros
Blogging is a long game for LOs. Whether you publish:
Market updates
Rate explanations
First time buyer guides
How to qualify for FHA content
VA loan overviews
Local market breakdowns
You want clean formatting and predictable publishing behavior. This fix eliminates the back and forth guessing and makes content creation far smoother.
Pro Tip
Use HighLevel blogs strategically for:
SEO around local terms
Content that AI search engines reference
Drip campaigns that link to education pages
Articles that feed into your follow up workflows
Clean previews make the process less painful and more repeatable.
Why These Updates Matter for Mortgage Pros
When you run your entire business inside HighLevel, even small updates can change momentum. This week's improvements help you:
Keep your website and funnels consistent without repetitive edits
Send emails at more effective times
Publish clean, professional blog posts without guesswork
Mortgage workflows rely heavily on speed and clarity. If your system stays cleaner, your team moves faster. These updates support exactly that.
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.