A step-by-step guide to going from "I just signed up" to "my CRM is actually working for me." No tech experience required.
Setting up HighLevel for mortgage doesn't have to be overwhelming. We've broken it down into clear phases so you always know what to do next.
Whether you're brand new to HighLevel or you've been paying for it and barely using it, this guide will get you organized and productive.
Get your HighLevel account, join the community, and import your first snapshot. You'll have a working foundation by the end of the day.
If you don't have an account yet, start with our 30-day free trial. Full access, no credit card required to start.
Create your free HL4 community account. You'll get access to the Foundation snapshot, discussions, events, and course content.
Use the snapshot link in the community to import the Foundation snapshot into your HighLevel account. This gives you a mortgage pipeline, follow-up sequences, and lead capture funnel.
Add your business info, connect your phone number, set up your email sending domain, and customize the imported templates with your name and branding.
Now that the foundation is in place, set up the systems that will drive your business day-to-day.
Adjust the imported pipeline stages to match your workflow. Add or remove stages, set up automations for stage changes, and test the flow.
Review and customize the imported email and SMS templates. Make them sound like you. Add your signature, adjust timing, and turn them on.
Sync your Google or Outlook calendar. Create a booking page for consultations and pre-approval calls. Set your availability and add it to your email signature.
Bring in your existing database: past clients, leads, referral partners. Tag them properly so you can segment and automate messaging to each group.
With the basics running, start layering in the systems that scale your business.
Use the lead capture funnel to run your first ad campaign or share the link with your network. Watch leads flow into your pipeline automatically.
Activate your 12-month past client sequence. Every closed client stays in your orbit with automated birthday messages, market updates, and check-ins.
Set up co-marketing workflows with realtors. Automated status updates, co-branded content, and referral tracking.
Set up post-closing review requests. Automatically ask happy clients to review you on Google and Zillow.
Start with START HERE!, then work through Setting Up Your GHL Subaccount and Level 1: HighLevel Basics — all free. Go Pro for Level 2, Level 3, and the Snapshot Library.
See All Courses →Pre-built systems you can import in one click. Foundation snapshot is free; 50+ more with Pro.
Browse Snapshots →Ask questions and learn from 600+ mortgage pros. Pro members get weekly Office Hours and priority support.
Join Free →If you'd rather have everything set up and managed for you, our sister company Empower LO provides complete CRM, marketing, and AI solutions for mortgage professionals.
Not sure what HighLevel is? Read our What is HighLevel? guide for a complete overview, or explore the blog for tips and strategies.
The best time to set up your HighLevel was yesterday. The second best time is right now. Start with a free trial and our Foundation snapshot.