Pillar Guide

What is HighLevel?
The Mortgage Pro's Guide

HighLevel is the all-in-one platform replacing your CRM, email marketing, funnels, calendars, and more. Here's why 600+ mortgage professionals are using it to grow their business.

The Basics

One Platform to Replace Ten

HighLevel (also known as GoHighLevel or GHL) is an all-in-one sales and marketing platform. Instead of paying for separate tools for your CRM, email marketing, text messaging, landing pages, calendars, reputation management, and automation, you get it all in one place.

For mortgage professionals, this is a game-changer. Instead of duct-taping together BNTouch for your CRM, Mailchimp for emails, Calendly for scheduling, and ClickFunnels for landing pages, HighLevel handles all of it under one login.

The result? Less money on tools, less time switching between platforms, and more time actually talking to borrowers.

Features

What Can HighLevel Do
for Mortgage Professionals?

Here's a breakdown of the features that matter most for loan officers, brokers, and branch managers.

CRM & Pipeline Management

Track every lead from first contact to closing. Custom pipelines for pre-qual, application, processing, underwriting, and closing. Never lose a lead in your inbox again.

SMS & Email Automation

Automated text and email sequences that sound human. Set up follow-up campaigns that run 24/7: rate alerts, pre-approval check-ins, past client nurtures, and referral requests.

Funnels & Landing Pages

Build high-converting landing pages for refinance campaigns, purchase leads, realtor partnerships, and more. Drag-and-drop builder, no coding required.

Calendar & Scheduling

Let borrowers and realtors book time on your calendar directly. Sync with Google or Outlook, send automated reminders, and reduce no-shows.

Reputation Management

Automatically request reviews from closed clients. Monitor and respond to Google, Facebook, and Zillow reviews from one dashboard.

AI & Automation

HighLevel's AI features can qualify leads, answer basic questions, and route conversations to you when they're ready. Built-in workflow automation handles the rest.

Reporting & Analytics

See which campaigns drive applications, which lead sources convert, and where your pipeline is leaking. Real data for real decisions.

Integrations

Connect HighLevel to your LOS, Zapier, Google Ads, Facebook Ads, and more. Pull in leads from anywhere and push data where it needs to go.

Team & Sub-Account Management

Running a team? Give each LO their own sub-account with standardized templates, workflows, and branding. Scale without the chaos.

Why HighLevel?

Why Mortgage Pros Are
Switching to HighLevel

Save $500+/Month on Tools

Most LOs pay for 5-10 separate tools. HighLevel replaces them all for one monthly price. That's real money back in your pocket every month.

Save Hours Every Week

No more switching between platforms, re-entering data, or manually sending follow-ups. Automation handles the repetitive work so you can focus on closing.

Actually Follow Up

The #1 reason LOs lose deals is poor follow-up. HighLevel's automated sequences ensure every lead gets contacted, nurtured, and followed up with, consistently.

The Catch

HighLevel Is Powerful.
But It Wasn't Built for Mortgage.

Here's the thing they don't tell you: HighLevel is a platform, not a solution. Out of the box, it's a blank canvas. The templates are for dentists, chiropractors, and real estate agents. The tutorials assume you're selling courses or running an agency.

For mortgage professionals, that means you're on your own building:

  • Lead follow-up workflows that understand the mortgage timeline
  • Past client nurture sequences (not just "hey, it's been a while")
  • Rate alert automations
  • Realtor co-marketing systems
  • Pre-approval pipelines that match how you actually work
  • Compliance-friendly messaging templates

Most LOs sign up for HighLevel excited, spend 3 months barely scratching the surface, and then either give up or keep paying for something they're not really using.

That's exactly why we built HighLevel for Mortgage Pros. Pre-built snapshots, mortgage-specific training, a community of LOs who've already figured it out, and tools like Broker Toolkit (AI newsletters, activity tracking, live rate data) that extend what HighLevel can do for mortgage. You don't have to start from scratch.

Get Started

Getting Started with HighLevel

1

Try HighLevel Free

Start with a 30-day free trial through our link. You'll get full access to the platform with no credit card upfront.

2

Join the Free Community

Sign up for the HL4 community. You'll get a free mortgage snapshot to import, plus access to discussions, events, and course content.

3

Import Your First Snapshot

Use our Foundation snapshot to get started fast. It includes the core workflows, pipelines, and templates every LO needs in HighLevel. Browse the Snapshot Library →

4

Go Pro When You're Ready

Upgrade to Pro for the full snapshot library, weekly Office Hours, advanced training, and priority support. Or explore Empower LO for done-for-you.

Not on HighLevel yet?

Get a 30-day free trial through our affiliate link and join the community.

Try HighLevel Free for 30 Days
Comparisons

How HighLevel Compares to
Other Mortgage CRMs

Thinking about switching? Here's how HighLevel stacks up against the tools most loan officers are currently using.

HighLevel vs BNTouch

BNTouch is mortgage-specific but limited. HighLevel does everything BNTouch does plus funnels, automation, and AI.

Read the full comparison →

HighLevel vs Jungo

Jungo integrates with your LOS but lacks marketing automation. HighLevel gives you both CRM and marketing power.

Read the full comparison →

HighLevel vs Usherpa

Usherpa handles client retention but not lead generation. HighLevel covers the full journey from lead to closed loan.

Read the full comparison →
Learn More

Dive Deeper into HighLevel
for Mortgage

Explore our guides, tactics, and strategy articles written specifically for mortgage professionals using HighLevel.

🚀 Getting Started

📈 Lead Generation

🤖 AI & Automation

📊 Marketing & Growth

🔍 CRM Comparisons

📱 Channels & Content

Ready to Try HighLevel for Mortgage?

Join 600+ mortgage pros who've made the switch. Start with a free trial, import our mortgage snapshots, and see why LOs are choosing HighLevel.

Try HighLevel Free for 30 Days Join the Community