Workflow Templates, AI Handoffs, and SIP Desk Phones: This Week’s HighLevel Highlights
Ready to cut friction, save clicks, and bring real conversations back into your CRM? This week’s update isn’t just packed—it’s precision-engineered for mortgage pros looking to scale smart.
From faster workflow deployment to safer email edits and bot-to-human handoffs, the tools HighLevel rolled out this week offer real-world leverage. Let’s walk through the updates that matter most for LOs and teams using HighLevel daily.
Control Labs Features From the Agency Level
What Changed:
You can now manage Labs (beta) features from the agency view—and push updates to all subaccounts at once.
Why It Matters for LOs:
Empower LO can vet, enable, and roll back features globally
No more asking individual users to toggle on Labs manually
Smoother onboarding for early access tools
Tip:
Follow Empower LO’s Weekly Breakdown to know which Labs features are already tested and ready to use.
Workflow Template Library Goes Live
What Changed:
HighLevel now offers a workflow marketplace, where users can select prebuilt automations—and agencies can add their own.
Why It Matters for LOs:
Choose from curated workflows without installing snapshots
Agencies can offer a “menu” of templates without clutter
Lets LOs opt-in to tools that fit their current needs
Tip:
Use this to launch nurture campaigns, lead follow-ups, or review requests—without touching existing workflows.
Edit Templated Emails Without Breaking Others
What Changed:
When editing an email template inside a workflow, HighLevel now duplicates the template—so other workflows aren’t affected.
Why It Matters for LOs:
No more accidental edits across automations
Safer customization for team-wide messaging
Cleaner handoffs between admins, marketers, and LOs
Tip:
Use templates as a base—then personalize per workflow without hesitation.
Add Custom Fields to Dashboards
What Changed:
Custom fields now display inside the dashboard’s table view, unlocking more visibility over lead and loan data.
Why It Matters for LOs:
View property address, loan amount, or county directly from your dashboard
Helps managers oversee loan flow at a glance
Makes dashboard widgets actually useful for day-to-day ops
Tip:
Build dashboards that show timelines, statuses, and key lead data to help your team prioritize fast.
Lead Magnets With Instant Downloads
What Changed:
You can now let users download files directly from thank-you pages—no more email delays or manual delivery.
Why It Matters for LOs:
Deliver PDFs, playbooks, or checklists instantly
Reduces reliance on email deliverability
Improves mobile user experience
Tip:
Update older funnels to use direct download links—especially if your current flow relies on inbox follow-ups.
AI Chat Handover to Humans
What Changed:
Conversation AI now supports built-in “human handover” logic—no more workarounds required.
Why It Matters for LOs:
Seamlessly assign chats to a loan officer when needed
Built-in triggers for task creation and user reassignment
Helps bots feel less robotic—and more helpful
Tip:
Use AI to qualify leads, then hand off at the right moment with context intact.
Physical Desk Phone Support Is Here
What Changed:
HighLevel now supports SIP endpoints—so you can connect VoIP desk phones directly to your HighLevel number.
Why It Matters for LOs:
Use desk phones in office setups or branch teams
Still supports IVRs and voice AI routing
Brings HighLevel full-circle as a call center solution
Tip:
Got a stack of unused desk phones? Time to dust them off and reconnect them.
Why These Updates Matter for Mortgage Pros
This isn’t just another set of nice-to-haves. These updates are strategic advantages for mortgage teams:
Streamline how you deliver and test automation
Give your team faster tools that don’t interrupt other workflows
Bring human connection back into AI-driven conversations
Whether you’re managing lead intake, client nurturing, or day-to-day ops—these tools simplify your stack and give you control where it counts.
🎥 Want the full walkthrough?
Watch the Weekly Breakdown video for a hands-on look at what’s live now—and how to use it.
