Inside the Library
What It Looks Like
Browse and import snapshots directly from the HL4 community. Each snapshot includes step-by-step instructions and a walkthrough video.
Stop building from scratch. Import a pre-built HighLevel snapshot and have funnels, workflows, and automations running in minutes. Designed by loan officers, for loan officers.
A snapshot is a complete HighLevel configuration you import with one click. Not a single template. An entire system: funnels, workflows, email sequences, pipelines, custom fields, and automations.
Instead of spending weeks configuring HighLevel from scratch, you import a snapshot, customize it with your name and branding, and you're live. Hours of setup become minutes.
One snapshot can include:
Every free member gets this. The essential HighLevel setup every mortgage professional needs to hit the ground running.
New Lead → Pre-Qual → Application → Processing → Clear to Close → Funded
Automated email and text for new leads, application updates, and past-client check-ins
Mobile-optimized landing page for purchase or refi leads. Connect to ads or share directly.
Mortgage-specific data structure: loan type, amount, property type, referral source, and more
Free members get the Foundation link. Pro members browse the full library inside the community.
Click the link, choose what to import (funnels, workflows, templates, everything), and it loads into your HighLevel account.
Swap in your name, branding, and details. Turn on automations. You're live.
A growing collection of mortgage-specific systems that layer together into a complete HighLevel setup. Here's a look at what's inside.
Automated outreach for building and maintaining realtor relationships. Drip campaigns, co-marketing workflows, and referral partner nurture systems.
Capture and convert more leads with speed-to-lead sequences, long-term nurture campaigns, and re-engagement automations that keep your pipeline full.
Connect HighLevel to your loan origination system. Automated milestone updates keep borrowers, agents, and your team informed from application to closing.
HighLevel's Conversation and Voice AI features, pre-configured for mortgage. Qualify leads, answer borrower questions, and route hot prospects to you automatically.
For branch managers and brokers growing their team. Automated recruiting outreach, follow-up sequences, and pipeline tracking to attract and onboard loan officers.
Ready-to-import websites, blogs, landing pages, and lead capture funnels. Built for mortgage, designed to convert. Customize with your branding and go live fast.
New snapshots added regularly. Pro members get access to the full library as it grows.
Browse and import snapshots directly from the HL4 community. Each snapshot includes step-by-step instructions and a walkthrough video.
Not sure what HighLevel is? Read our What is HighLevel? guide for a complete overview, or explore the blog for tips and strategies.
Get mortgage-specific HighLevel systems ready to import. Foundation snapshot is free. Full library with Pro.
