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 ever stared at a broken workflow wondering what went wrong. this update is for you.
HighLevel just dropped a stack of improvements aimed at making the platform more transparent, more visual, and more user-friendly for busy mortgage teams. From AI-powered troubleshooting to mobile group chats and cleaner course styling, this week's lineup is all about clarity and control.
Let's break it down.
Workflow Error Highlighting + AI Troubleshooting
What changed:
A new Labs feature highlights failed steps in workflow execution logs and offers AI-powered suggestions for resolving them.
Why It Matters for LOs:
If you're not a tech expert but still building your own workflows, this is a game changer. It makes troubleshooting less intimidating and faster to resolve. even if the logic came from a snapshot or third-party build.
Tip:
This is in Labs for now, so treat it like beta. Use it, but double-check its recommendations.
Centralized Domain Management
What changed:
The domain management screen has been completely redesigned. You can now manage all your subdomains and assign them by product type (funnels, websites, blogs, etc.) from one clean interface.
Why It Matters for LOs:
If you're running multiple branded touchpoints, this helps you stay organized. especially when launching new funnels or migrating content.
Tip:
You can still buy domains directly in HighLevel. It's quick and beginner-friendly if you're just getting started.
Conversation AI Performance Dashboard
What changed:
Conversation AI now includes a dashboard to visualize bot performance: workflows triggered, appointments booked, and time saved.
Why It Matters for LOs:
If you're using HighLevel's native AI bot (instead of a third-party one), this helps you understand whether it's delivering value.
Tip:
Not seeing the dashboard? You need to have data flowing through the bot. Try setting up some bot goals or workflow triggers first.
Image Sliders in Prebuilt Sections
What changed:
A new image slider has been added to the Prebuilt Sections library inside the page and funnel builders.
Why It Matters for LOs:
Makes it easier to build dynamic, professional-looking pages without hiring a designer or writing custom code.
Tip:
These sliders look best when paired with other modern section templates. Watch for design clashes if you're mixing styles.
Advanced Course Theme Customization
What changed:
The Courses product now includes detailed theme controls. You can customize layouts, fonts, backgrounds, and even individual section styling.
Why It Matters for LOs:
If you're selling or sharing training through HighLevel, this lets you align course visuals with your brand.
Tip:
This level of customization makes DIY course delivery more polished and credible. a great boost if you're building client education or team onboarding.
Draft Documents via Workflow
What changed:
You can now trigger draft documents (like pre-approval letters or borrower's authorizations) through workflows without sending them automatically.
Why It Matters for LOs:
Perfect for teams that need a review step before sending official documents. You can still pull contact info and generate the doc automatically. just with an added pause.
Tip:
Use this with form submissions or pipeline stage changes. The document is created, saved as a draft, and ready for manual review.
Group Chat Support in Mobile App
What changed:
Users with the latest Lead Connector or HighLevel app version (3.95.0+) can now create group text chats directly from the mobile app.
Why It Matters for LOs:
You can finally handle referral groups or multi-party convos from your HighLevel number. even on the go.
Tip:
Still on Twilio? You won't see this yet. Ask about moving to Lead Connector to unlock mobile features.
Why These Updates Matter for Mortgage Pros
From AI-powered troubleshooting to domain controls, dynamic web sections, and mobile group chat. this week's updates are all about clarity and control.
Whether you're updating your systems or building from scratch, these tools save time and put you back in charge.
🎥 Catch the full video breakdown to see these tools in action and decide which are worth rolling out today.
Categories: Automations, Voice AI, Funnels and Websites, Documents & Contracts, Mobile App, Courses
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.