This snapshot is a ready-to-use HighLevel setup built for how loan officers actually work.

Here's what you get:

Prebuilt Pipelines for leads, pre-contracts, in-process loans, and referral partners

Smart Workflows for: New leads & partner form submissions Weekly, bi-weekly, monthly, or quarterly check-ins

Long-term nurture: Residential Rundown, Birthday & Loan Anniversary Internet lead campaigns (purchase, refi, HELOC — including ghost follow-ups & reactivation)

Realtor-referred lead automation & Power Dialer setup

Email Campaigns including 38 Residential Rundown templates for long-term nurture

Calendar + Scheduling setup with a 30-minute booking page

Lead capture tools: Forms, surveys, and funnel templates — including A2P registration and referral intake Everything’s preloaded, pre-organized, and ready to customize if needed—no blank canvas, no guesswork.

Yes — this snapshot was built exclusively for mortgage pros. It was created by Empower LO, the leading HighLevel experts in the mortgage space. We’ve been working with loan officers on HighLevel implementations since 2018, and we were founded by a producing loan officer—so we know exactly how your business works, and what your tech needs to do. This isn’t a generic template. It’s built for the mortgage grind, start to finish.

Technically, yes—you could plug and play. But we don’t recommend it.

There’s a lot packed into this snapshot, and the smartest way to use it is to treat it like a menu: pick what fits your business, customize what needs tweaking, and layer it into your existing HighLevel setup. This isn’t a one-size-fits-all template. It’s a full toolkit designed to save you time, spark ideas, and let you build your system your way—with a serious head start.

Honestly? Probably not right away. If you’ve never set up a HighLevel account before, this snapshot will likely feel overwhelming. It’s powerful, but it assumes you already know your way around the platform. If you’re starting from scratch, we recommend picking up our Learn HighLevel for Mortgage Pros course — it includes this snapshot and walks you through exactly how to use it, step-by-step. Think of it as the shortcut to the shortcut.

While this snapshot gives you a huge head start, it doesn’t come with personalized setup included. That said — if you’re looking for more hands-on help, the team at Empower LO offers done-for-you services and custom support. You can learn more and book a strategy call on our website. We’re happy to point you in the right direction—but setup isn’t part of your snapshot purchase.

Absolutely. The snapshot works perfectly with a HighLevel trial.

However, if you're new to HighLevel, we strongly recommend either:

Our supported version of HighLevel (Empower LO) – which includes added support, best practices, and tools tailored for mortgage pros

Or the Learn HighLevel for Mortgage Pros course – a step-by-step walkthrough that includes this snapshot Either option helps you avoid overwhelm and make the most of the platform from day one.

We don’t offer refunds on the snapshot. Since it’s a digital product that includes 99.9% intellectual property, we can’t “take it back” once it’s been delivered. That said, if you purchase and realize you need something different, we’re happy to credit your purchase toward our course or any of our services. Just reach out—we’ll make sure you’re taken care of.