Opportunity Cards, Docs Templates & Social Stats: This Week’s HighLevel Highlights

This week’s updates bring cleaner design, smarter social tools, and more flexibility for your digital contracts—all aimed at helping loan officers stay organized, look more professional, and save time.

From visual updates to backend power features, these enhancements offer value whether you’re in sales, marketing, or operations.

Let’s dig in.

Unlabeled Opportunity Cards: A Cleaner Pipeline View

What Changed:

HighLevel has introduced a new “Unlabeled” card layout in the Opportunities view. This new display minimizes the card’s visual footprint by removing field labels like "Opportunity Value" and "Source," leaving behind just the data. It results in a dramatically cleaner, less cluttered pipeline view.

You can enable this by going to Manage Fields within your Opportunities settings and selecting the “Unlabeled” layout.

Why It Matters for LOs:

If you’re managing a high-volume pipeline or coordinating with a team, visibility matters. This new view lets you scan your board faster and focus on what’s actually important—without being distracted by redundant field labels.

Tip:

Pair this with a review of which fields you really need on your cards. A minimalist layout plus smart field selection = an optimized daily workspace.

Contracts Template Library: Ready-to-Use Agreements (With Caution)

What Changed:

The Documents & Contracts tool now includes a Template Library, similar to what’s already available for emails, funnels, and websites. You can import pre-built templates like real estate agreements or pre-approval info packets and customize from there.

Why It Matters for LOs:

Templates can dramatically reduce setup time—especially if you’re creating intake forms, buyer guides, or simple disclosures. But be cautious: the built-in language may sound official, but these aren’t state-specific legal contracts.

Tip:

Use these templates as a starting point to design polished deliverables like homebuyer guides or service outlines—not as legally binding agreements. When in doubt, run it by your compliance team.

Rearrange Pages in Contracts and Proposals

What Changed:

You can now reorder pages inside proposals and contracts using a simple drag-and-drop interface in the builder.

Why It Matters for LOs:

Customizing the flow of your client-facing documents matters more than you think. Want the disclosure at the end instead of the beginning? Done. Want to lead with your branded intro page? Easy.

Tip:

Revisit your existing templates and adjust the order for clarity and impact. This small change can improve readability—and conversion.

Blog Page Social Share Element

What Changed:

Inside HighLevel’s Blog Builder, you can now add a Social Share element to your blog page. It lets you insert styled social icons that readers can click to share your content across different platforms.

Why It Matters for LOs:

Most loan officers are still underutilizing blog content. If you’re taking time to write educational posts or market updates, make sure they’re shareable. This feature gives your blog more reach with zero extra effort.

Tip:

If you already have a blog page, just drag in the Social Share element and match it to your site’s style. Even if you're not posting regularly, it’s good to have this in place for the future.

Social Planner: Analytics Now Across All Platforms

What Changed:

HighLevel’s Social Planner now supports aggregated analytics across all connected platforms—not just Facebook and LinkedIn. You can now view total posts, engagement stats, follower growth, and more.

Why It Matters for LOs:

If you're posting consistently, but not reviewing the numbers, you're flying blind. These stats make it easy to track which content types perform best—and where you’re getting traction.

Tip:

You may need to re-authenticate your social media accounts to enable the new data sync. Do it now so you're not missing out on the insights.

Auto-Optimized Media Uploads in Social Planner

What Changed:

All media uploaded through the Social Planner is now automatically optimized for platform compatibility. This could reduce upload errors and weird formatting glitches on sites like Instagram and Facebook.

Why It Matters for LOs:

If you’ve ever had a video fail to upload or a post look wonky due to file specs, you know the pain. This update removes guesswork and smooths out your posting workflow.

Tip:

If you’ve had failed uploads in the past, try again with this new update. If it works, it’s one less manual fix on your plate.

Contacts UI Update on Mobile App

What Changed:

The LeadConnector mobile app now features a redesigned contact view. The layout is cleaner, with more intuitive organization of key fields and quicker access to editing or taking action.

Why It Matters for LOs:

When you're in the field or juggling calls between meetings, mobile usability counts. This new design improves how fast you can look up a contact, take notes, or update statuses on the fly.

Tip:

If you haven’t seen this update yet, head to the App Store or Play Store and update the app. It’s a small change that makes mobile work smoother.

Why These Updates Matter for Mortgage Pros

From pipeline visibility to social media performance tracking, every update this week is about giving you more control with less friction:

• Clean card views make daily tasks feel lighter

• Contracts and templates get faster (and prettier)

• Social tools are more actionable, not just decorative

• Mobile app improvements keep you agile on the go

Whether you're trying to scale your brand, organize better, or just clean up your day-to-day, these features are worth a look.

🎥 Watch the Full Weekly Breakdown

Michael walks through each feature live—plus commentary and use cases specific to loan officers using HighLevel.