Quick Wins: Ask AI, Smarter Surveys, and Shared Zoom Links

Quick and useful—that’s the theme this week. HighLevel rolled out several updates designed to streamline your calendars, automate communications, and clean up survey workflows—all of which can save mortgage pros time (and stress).

Whether you're managing multiple subaccounts or just tired of duplicating the same Zoom login, these changes are worth checking out.

Let’s get into it.

🎯 Calendar Grouping Redesign

What Changed:

HighLevel redesigned the calendar interface to better display groups and simplify navigation between them.

Why It Matters for LOs:

• Clean interface for high-volume calendar users

• Filter and manage groups more intuitively

• Reduces time spent hunting for the right booking link

Tip:

Access it from either Settings > Calendars or Calendars > Calendar Settings to see the improved layout.

📝 Appointment Notes Now Sync to Contacts

What Changed:

When you leave an internal note on an appointment, it now shows up under the related contact’s notes section.

Why It Matters for LOs:

• Eliminates confusion between calendar and contact records

• Centralizes key client notes for follow-up

• Helps loan officers stay organized across team handoffs

Tip:

Notes aren’t yet labeled by appointment—add a quick reference manually (e.g., “Pre-approval consult 7/18”).

🤖 Ask AI Preview for Funnels, Emails, and More

What Changed:

HighLevel’s Ask AI assistant is now live in beta (agency view only). It can draft funnels, emails, and social posts using your brand voice.

Why It Matters for LOs:

• Use AI to build assets without leaving the CRM

• Brand voice integration keeps tone consistent

• Saves time on common marketing tasks

Tip:

Only Agency Admins and those enrolled in HighLevel’s AI Employee plan have access to Ask AI.

🔄 Zoom & Microsoft Teams for Multiple Subaccounts

What Changed:

You can now link the same Zoom or Teams account across multiple HighLevel subaccounts—no more workarounds.

Why It Matters for LOs:

• Supports teams with shared admin or support calendars

• Ensures consistency in automated Zoom scheduling

• Reduces duplicate integrations

Tip:

Update existing calendar settings to use the shared Zoom/Teams integration after syncing.

📋 Conditional Logic in Surveys (Finally)

What Changed:

Surveys now include the same conditional logic features as forms—like hide/show fields, redirect logic, and custom flows.

Why It Matters for LOs:

• Tailor surveys to specific client responses

• Redirect leads based on disqualification criteria

• Reduce lead drop-off with cleaner logic

Tip:

Click into a field > scroll to “Logic” > select “Survey Conditional Logic” to access the new builder UI.

Why These Updates Matter for Mortgage Pros

This week’s improvements aren’t flashy—but they’re focused, clean, and built to save you time. From syncing appointment notes and Zoom links to using AI for campaign assets, it’s all about smoother workflows and fewer clicks.

🎥 Want to see it live?

Watch the Weekly Breakdown video for a hands-on tour of each feature.