Vibrant Weekly Breakdown YouTube thumbnail with the text “HighLevel Dialer Gets a Major Boost,” featuring platform UI on a laptop screen with call and gear icons representing feature upgrades.

Dialer Refresh, Smart Templates, and Custom Push Alerts: This Week in HighLevel

Forms| Phone System| Social Planner| Conversations| Communities

March 05, 2025•2 min read

This week brings a tight but powerful set of updates focused on speed, personalization, and engagement.

From a sleeker dialer interface to smart template navigation and custom push notifications for community members, these features help you move faster while staying personal.

Let’s break it down.

Streamlined Dialer Experience

HighLevel Labs settings panel showing the Dialer Refresh feature enabled, with detailed notes on new capabilities like incoming call transfers, call tagging, and Recents tab enhancements.

What Changed:
The built-in HighLevel dialer got a major usability refresh:

Search by partial phone number to match contact records
Unified "Recents" tab showing all inbound and outbound calls
Quick number selector to change caller ID

Why It Matters for LOs:

Faster outbound dialing and lookup
Easier switching between rep lines
All your call activity in one place

Tip: Use the new Recents tab to check missed calls or follow-ups without digging into Conversations.

New Templates in Social Planner and Beyond

Template Library in HighLevel's Social Planner showing organized content categories and multiple grid previews of recent social media templates for real estate, business coaching, and marketing.

What Changed:
HighLevel continues adding new templates across emails, funnels, forms, and social posts. This week, real estate investor content was added to the Social Planner template library.

Why It Matters for LOs:

Speed up your content calendar creation
Reduce design time for lead-gen forms and emails
Leverage industry-specific templates without starting from scratch

Tip: Always sort templates by "Most Recent" to surface the latest drops.

"Other" Option in Forms & Surveys

Form builder interface displaying a checkbox field with financial services options and the new built-in “Add other option” toggle enabled, allowing custom write-ins from users.

What Changed:
Checkbox and radio button fields now support a built-in "Other" response that prompts a custom write-in when selected.

Why It Matters for LOs:

Cleaner data collection with better insight
No need to manually filter for "Other"
Allows lead customization in prequal or survey flows

Tip: This feature isn’t yet supported in dropdown fields—but that may be coming.

Smart Push Notifications for Communities

Workflow builder in HighLevel showing a Smart Push Notification action triggered by contact tags or access grants, with a message configured to redirect users to a community page.

What Changed:
You can now trigger push notifications from workflows that direct users to courses or communities.

Why It Matters for LOs:

Build client portals that notify clients of updates
Create employee hubs with real-time alerts
Replace internal email blasts with dynamic messages

Tip: Use merge fields (like name or day) to personalize each notification and improve click-through.

Why These Updates Matter for Mortgage Pros

While smaller in number, this week’s features go deep on helping mortgage pros work faster, respond smarter, and stay connected—with both clients and internal teams.

🎥 Watch the full Weekly Breakdown for walkthroughs, use cases, and ideas you can implement today.

HighLevel, GoHighLevel, HighLevel CRM, Dialer Refresh, Smart Templates, Push Alerts, Mortgage CRM, Empower LO, Loan Officer Tech, Conversations, Forms, Communities

HighLevel for Mortgage Pros

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