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Inbox Wins & Workflow Clarity: This Week’s HighLevel Highlights

Email Builder| Content AI| Dashboards| Voice AI| Reputation

May 22, 2025•3 min read

Email that actually hits the inbox. Dashboards built for real insights. And AI that learns from you, not the other way around.

This week’s HighLevel updates are focused on what matters most to mortgage pros: visibility, precision, and speed. From smarter email deliverability tools and advanced dashboard widgets to a more responsive AI experience, every feature is designed to help you engage faster, track performance clearly, and personalize automation like never before.

Let’s break it down:

✅ Email Warm-Up Visibility Tool

HighLevel email services settings displaying domain warm-up progress bars, showing daily send limits and reputation status to improve email deliverability.

What changed:
You can now track the progress of email domain warming with a built-in visibility bar—showing what stage you're in and what’s next.

Why it matters for LOs:
Improves email deliverability and helps you avoid ending up in spam folders—critical for lead follow-up and newsletter performance.

Tip:
This feature is in Labs for now, but it’s auto-enabling soon. Empower clients—hit us up to get configured.

📊 Competitor Analysis in Reputation Manager

HighLevel Reputation Manager page with a highlighted “Competitor Analysis” tab, enabling users to compare review metrics with local SEO competitors.

What changed:
You can now add local competitors and compare review volume and recency inside Reputation Manager.

Why it matters for LOs:
Spot how you stack up against other lenders in your market and find SEO-friendly review strategies worth copying.

Tip:
Make sure your Google Business Profile is connected to use this feature.

📞 Voice AI Action Timing + Twilio Support

Voice AI Agent settings screen showing toggles for agent backup behavior, call routing, and a “Test Your Agent” tool with fields to simulate call behavior and evaluate performance.

What changed:
Voice AI actions can now be tagged as during call or after call, and Twilio users finally get access.

Why it matters for LOs:
More flexibility in designing realistic conversations. Twilio users can now start testing AI voice without switching phone providers.

Tip:
Use Advanced Mode in Voice AI for granular workflows—like triggering follow-ups only when the lead hangs up.

🏷️ Tag Contacts by Email Activity

HighLevel’s Email stats page allowing users to select email recipients and tag contacts directly based on interaction, with a callout showing how to apply tags like “Opened” or “Skipped.”

What changed:
You can now bulk-tag contacts based on how they interacted with a specific email campaign (opened, clicked, skipped, etc.).

Why it matters for LOs:
Makes it easy to segment for clean-up, re-engagement, or smart list filtering—without exporting anything.

Tip:
Use this to spot DND or bounced contacts and clean your email list without guessing.

🧠 Brand Voice + Feedback Loop

What changed:
Brand Voice can now be applied across more tools, and you can thumbs up/down AI results to train the assistant for your account.

Why it matters for LOs:
Ensures content from social posts to emails sounds consistent—even across team members or assistants.

Tip:
Submit real feedback as you go. It fine-tunes Content AI for better results every time.

🌐 GoKollab Community Discoverability

GoKollab platform homepage highlighting community discovery filters like “Marketing,” “Wellness,” and “Leadership,” with a focus on easy browsing and joining featured communities.

What changed:
Communities hosted in GoKollab can now be found via a public discovery feed with smart category tagging.

Why it matters for LOs:
You can build a niche group—like a first-time buyer hub—and attract people browsing other GoKollab spaces.

Tip:
Tag your community with clear, search-friendly labels like “Mortgage Education” or “Homeownership Tips.”

📊 Dashboard Widget Builder

HighLevel dashboard with a right-hand panel for adding widgets like “Opportunity Status” and “Funnel,” allowing users to customize insights by selecting from prebuilt visual chart types.

What changed:
New “Add to Dashboard” menus let you drop full widgets from reporting pages right into your custom dashboards.

Why it matters for LOs:
Track what matters (calls, appointments, stages) without digging through five different reports.

Tip:
Use this to build one-click visual dashboards for lead conversion, rep performance, or pipeline health.

📱 Mobile App Snippet Support

HighLevel mobile app interface displaying a list of saved trigger links, such as “google,” “Booking Link With Sid,” and “whatsapp Trigger,” enabling users to insert links directly into mobile messages.

What changed:
Text snippets, custom values, and trigger links are now available inside the HighLevel mobile app.

Why it matters for LOs:
Respond faster with the right info—like prewritten follow-ups, borrower links, or event reminders—without switching apps.

Tip:
Keep your top snippets loaded for mobile: loan checklist, credit pull link, realtor intro text, etc.

Why These Updates Matter for Mortgage Teams

From inbox visibility to voice AI precision and smarter segmentation, this week’s updates are built for mortgage pros who want results—not just tools. Whether you’re scaling a team or staying lean, these improvements give you control without the clutter.

🎥 Watch the full breakdown on YouTube or join our Facebook group to see how LOs are using these updates in real time.

HighLevel, Email Deliverability, Workflow Builder, Voice AI, Mortgage CRM, Contact Tagging, Reputation Manager, Dashboard Widgets, GoKollab

HighLevel for Mortgage Pros

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