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GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Brand Boards, Workflow Triggers, & More!
Stay ahead with our weekly breakdown of HighLevel’s updates, spotlighting the features that matter most for mortgage pros.
This week, Michael covers:
- Custom Audiences for Ads Manager: Create new Custom or Lookalike audiences right from the campaign builder flow instead of going to Facebook.
- Workflow Wait Steps Upgrade: New condition and timeout branches, clearer text explanations, updated "Wait For" UI, enhanced contact management in stats, and detailed logs for timed-out and fulfilled contacts.
- Fixed Workflow Trigger: Trigger a workflow off of an Instagram comment.
- Assigned Data in Dashboard Widgets: Widgets now display only assigned data for users with "Only Assigned Data" enabled, with smart filtering and automatic configuration for easier data visibility.
- Calendar Privacy Mode: Keep third-party calendar details private with the new Private Mode, visible only to the connected user
- Brand Boards: Easily manage brand guidelines with new Brand Boards! Create multiple boards, save logos, colors, fonts, and access them quickly in email builder, funnels, and color pickers. Includes an eye dropper tool for custom colors.
- Prebuilt Section Templates for Funnels & Websites: New section templates are live, making funnel and website creation faster with categories like Welcome, About, Testimonials, FAQs, and more.
--
Scale your mortgage team with the best in direct marketing. Dive into our resources designed to give you the edge in today's competitive landscape. Learn more here: empowerlo.com/core
Want to learn how to build out your own HighLevel account? We've got you covered. Check out our HighLevel Course for Mortgage Pros: empowerlo.com/highlevel-course-1
P.S. Hit subscribe for an unfair advantage in your market.
Chapters
00:00 Introduction
00:39 Ads Manager - Custom Audiences
01:23 Wait Steps in Workflows
03:11 Trigger Workflows from Instagram Comments
04:57 Meta Outage - Quick Fix for Failing Instagram DMs
05:20 Customize Dashboards - Only Assigned Data
06:56 Privacy Mode in Calendar Permissions
08:22 New! Brand Boards
10:15 Prebuilt Section Templates
11:29 Conclusion
zhlédnutí: 58

Video

GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Conversation AI and QR Code Generator
zhlédnutí 69Před dnem
Every week, we dive into HighLevel's newest updates and highlight the ones that make a difference for mortgage pros. This week, Michael covers the following: - Crawled Website Data: Easily review and edit website data scraped during Bot Training directly from the Uploaded Links table, with changes retraining the Bot for improved accuracy. - Conversation AI Live Chat: Now you can integrate Live ...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - QR Code Generator for Reviews & Feedback
zhlédnutí 81Před 14 dny
Stay ahead with our weekly breakdown of HighLevel’s updates, spotlighting the features that matter most for mortgage pros. This week, Michael covers: * Task Reminder Notifications: Get notified about due and overdue tasks via push, SMS, and email-customizable and ready when you are. * Bulk Edit Opportunities: Streamline your pipeline with multi-opportunity updates, field edits, and seamless pip...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Ads Manager, Social Reporting, and More!
zhlédnutí 93Před 21 dnem
Every week, we sort through HighLevel's latest updates and spotlight the ones that matter most to mortgage pros. After a couple slow weeks, we're back with a packed GHL Weekly Breakdown. Michael covers the following: - White Label Community/Course App: Launch a custom-branded app for client portals, courses, and communities to boost revenue and brand equity (Labs). - Ads Manager: Manage Faceboo...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Elevate Workflows with ChatGPT History
zhlédnutí 68Před měsícem
Coming at you with a short and sweet GHL Weekly Breakdown, covering a powerful AI-driven update you won't want to miss. We're talkin' all about enhancements to the ChatGPT functionality inside of workflows. With this update, you'll be able to generate more relevant and personalized responses based on previous interactions with GPT actions. Here's your reminder to turn this feature ON in labs! S...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Calendly & UTM Parameters for Emails
zhlédnutí 71Před měsícem
Get ready for this week’s GHL Breakdown - short, sweet, and packed with excitement! Each week, we dive into HighLevel's latest updates and spotlight the ones that matter most to mortgage pros. This week, Michael covers the new Calendly integration (now live in labs!) and the game-changing ability to use UTM parameters in your email campaigns. Don’t miss out - Watch to learn more. Scale your mor...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Private Community & YouTube in Planner!
zhlédnutí 70Před měsícem
We're back with another GHL Weekly Breakdown where Michael sorts through all of HighLevel's latest updates and covers the ones most valuable to mortgage pros. This week, we cover the following: - Reputation Settings UI Revamp: Introducing a more intuitive and user-friendly interface. - New Templates: Templates available to use and edit for website, funnels, surveys, and more. - Private Channels...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Blog Elements in Page Builder and more!
zhlédnutí 56Před měsícem
We’re excited to share the latest HighLevel updates tailored specifically for mortgage professionals like you. There’s a lot of valuable information to cover - watch to learn more! Michael talks all about new entrance animations and blog post elements in the page builder, custom fields and notifications in forms & surveys, and a new chat widget interface. Scale your mortgage team with the best ...
Discover Why Our Team Can't Stop Talking About 'HighLevel for Mortgage Pros'! - HighLevel Course
zhlédnutí 426Před měsícem
Hear it straight from our team! Find out why our team is raving about 'HighLevel for Mortgage Pros'. Their favorite sections will show you why this course is a must-have 🌟 Get started today: empowerlo.com/highlevel-course-1 #HighLevelforMortgagePros #GoHighLevel
Marson Maynor | "This course is incredible." | Empower LO
zhlédnutí 26Před měsícem
See how "HighLevel for Mortgage Pros" made a difference for Marson Maynor! 🌟 Join Marson and over 1,000 mortgage pros who have unlocked the full power of HighLevel. With expert mentorship, 65 video lessons, and our custom-built snapshot, you’ll have everything you need to succeed. Don’t wait. Learn more about "HighLevel for Mortgage Pros" and elevate your business today: empowerlo.com/highlevel...
Matt Robertshaw | "There's so much I didn't know about HighLevel." | Empower LO
zhlédnutí 22Před měsícem
Discover how "HighLevel for Mortgage Pros" transformed Matt Robertshaw's approach to using HighLevel in his mortgage business. 🚀 "There's so much I didn't know about HighLevel." Join Matt and countless other mortgage pros who have unlocked the full power of HighLevel. With expert mentorship, 65 in-depth video lessons, and our custom-built snapshot, you’ll have all the tools you need to succeed....
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - 2 Weeks Worth of Valuable Features!
zhlédnutí 51Před měsícem
We're back with a new GHL Weekly Breakdown, packed with two weeks of essential updates for mortgage pros. You won't want to miss this - Watch to learn more. Here's a breakdown of everything Michael covers: - Multiple Meeting Locations for Calendars: Configure multiple meeting locations in your calendar settings, offering bookers the flexibility to choose their preferred meeting location. - Enha...
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Social Planner, Emails, + Sneak Peeks!
zhlédnutí 106Před 2 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Social Planner, Emails, Sneak Peeks!
GHL Weekly Breakdown: HighLevel for Loan Officers - Mobile App, Workflows, Link Tracking, & More!
zhlédnutí 120Před 2 měsíci
GHL Weekly Breakdown: HighLevel for Loan Officers - Mobile App, Workflows, Link Tracking, & More!
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Workflow Re-Entry Setting and More!
zhlédnutí 68Před 2 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Workflow Re-Entry Setting and More!
GHL Weekly Breakdown: HighLevel for Loan Officers - Web Crawling with Conversation AI Bot
zhlédnutí 101Před 3 měsíci
GHL Weekly Breakdown: HighLevel for Loan Officers - Web Crawling with Conversation AI Bot
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Email Builder, Analytics Tool, and More!
zhlédnutí 85Před 3 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Email Builder, Analytics Tool, and More!
GHL Weekly Breakdown: HighLevel for Loan Officers - Workflow Mini Map, Opportunities, and More!
zhlédnutí 92Před 3 měsíci
GHL Weekly Breakdown: HighLevel for Loan Officers - Workflow Mini Map, Opportunities, and More!
GHL Weekly Breakdown: HighLevel for Loan Officers - Social Planner, Mobile Community, Memberships
zhlédnutí 111Před 3 měsíci
GHL Weekly Breakdown: HighLevel for Loan Officers - Social Planner, Mobile Community, Memberships
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Email Fonts, Social Posts, + Workflows
zhlédnutí 101Před 4 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Email Fonts, Social Posts, Workflows
GHL Weekly Breakdown: HighLevel for Loan Officers - Key Updates to Transform Your Mortgage Workflow!
zhlédnutí 107Před 4 měsíci
GHL Weekly Breakdown: HighLevel for Loan Officers - Key Updates to Transform Your Mortgage Workflow!
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Innovative Features for Loan Officers!
zhlédnutí 86Před 4 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Innovative Features for Loan Officers!
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Emails, Workflows, Dashboards, & AI!
zhlédnutí 128Před 4 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Emails, Workflows, Dashboards, & AI!
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - ChatGPT, Email Builder, & More!
zhlédnutí 113Před 4 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - ChatGPT, Email Builder, & More!
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Maximize Impact Using These Features!
zhlédnutí 102Před 5 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Maximize Impact Using These Features!
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Custom Values, Custom Dashboards, + More
zhlédnutí 71Před 5 měsíci
GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Custom Values, Custom Dashboards, More
GHL Weekly Breakdown: Transform Your Mortgage Marketing with HighLevel’s Latest Updates for LOs
zhlédnutí 86Před 5 měsíci
GHL Weekly Breakdown: Transform Your Mortgage Marketing with HighLevel’s Latest Updates for LOs
GHL Breakdown: Must-Have HighLevel Updates for Mortgage Pros - Email Engagement + Contact Scoring
zhlédnutí 99Před 5 měsíci
GHL Breakdown: Must-Have HighLevel Updates for Mortgage Pros - Email Engagement Contact Scoring
GHL Breakdown: HighLevel Features for Mortgage Loan Officers - Contracts, Calendars, Reels, & More!
zhlédnutí 102Před 6 měsíci
GHL Breakdown: HighLevel Features for Mortgage Loan Officers - Contracts, Calendars, Reels, & More!
GHL Breakdown - HighLevel Features for Mortgage Loan Officers - Custom Domains & Email Templates!
zhlédnutí 111Před 6 měsíci
GHL Breakdown - HighLevel Features for Mortgage Loan Officers - Custom Domains & Email Templates!

Komentáře

  • @joshdoeshomeloans
    @joshdoeshomeloans Před měsícem

    Great info, but I was also hoping for an Amazon link to your chair in the description 😂

    • @empowerlo
      @empowerlo Před měsícem

      It’s nothing special! Just search “white ergonomic office chair” on Amazon! We bought it a while back so don’t have the exact link but it’s very similar to those in the $160-180 range!

  • @candymwilliamshomeloans
    @candymwilliamshomeloans Před měsícem

    Bringing lots of great ideas again! The CZcams integration will be big!

  • @candymwilliamshomeloans
    @candymwilliamshomeloans Před 2 měsíci

    Great info as usual!

  • @jasonkindler
    @jasonkindler Před 3 měsíci

    Love the review automation to social !

  • @infinityvaservices
    @infinityvaservices Před 3 měsíci

    thanks for this. love it.

  • @candymwilliamshomeloans
    @candymwilliamshomeloans Před 4 měsíci

    Great info on the social media templates. I had no idea that was there.

  • @580guru
    @580guru Před 4 měsíci

    Can't wait to see what's next for/from you!

  • @candymwilliamshomeloans
    @candymwilliamshomeloans Před 4 měsíci

    Thank you!

  • @DonGriffinJr
    @DonGriffinJr Před 5 měsíci

    Quick question, does GHL integrate with ICE Encompass? Keep up the valuable content!

    • @empowerlo
      @empowerlo Před 4 měsíci

      Hey Don! Not easily but it is possible if you have the admin rights needed in Encompass. Feel free to schedule a call with our team or join our Facebook group to grab more info!

    • @DonGriffinJr
      @DonGriffinJr Před 4 měsíci

      @@empowerlo will join the group, would also like to speak with you about doing business

    • @empowerlo
      @empowerlo Před 4 měsíci

      Book a call here, and we’ll get you taken care of :) empowerlo.com/highlevelformortgage

  • @homeloanalex
    @homeloanalex Před 5 měsíci

    Screen share is awesome!

  • @candymwilliamshomeloans
    @candymwilliamshomeloans Před 5 měsíci

    Great info, as always!

    • @empowerlo
      @empowerlo Před 4 měsíci

      Thank you Candy! ❤️

  • @candymwilliamshomeloans
    @candymwilliamshomeloans Před 5 měsíci

    Love the screen share! Super helpful! Thank you for doing this!

  • @realtreystafford
    @realtreystafford Před 5 měsíci

    Thisis cool! Is there a way to group some of the fields as opposed to only having 1 field at a time?

    • @realtreystafford
      @realtreystafford Před 5 měsíci

      Also, say they don't fill out the entire form but only the first portions, is that data still collected?

    • @empowerlo
      @empowerlo Před 5 měsíci

      Yes you can group the questions, no it doesn’t collect the data if they don’t complete the form!

    • @hazeust
      @hazeust Před 12 dny

      @@empowerlo How can you group them together??

    • @empowerlo
      @empowerlo Před 11 dny

      @@hazeust You can include the questions all on one slide to group them together!

    • @hazeust
      @hazeust Před 11 dny

      @@empowerlo Cheers!

  • @stevesohn5436
    @stevesohn5436 Před 7 měsíci

    This is great stuff... I am using GHL for doing Land Investment and my form was getting rather lengthy. So, this helps a lot to make this work and show less on a lead page.

  • @TheNotaryKnowHow
    @TheNotaryKnowHow Před 7 měsíci

    Have you had experience with the magic link not working. It just sends my members to a blank page

  • @Balaji-qd5vs
    @Balaji-qd5vs Před 8 měsíci

    Sir, how many loans can I close with ad budget of 1000$ . Mortgage deals. What is your price. And how many leads will I be getting.

  • @leeannfulton7623
    @leeannfulton7623 Před 8 měsíci

    How do we get a phone number attached to the app? so its seperate from our cell number?

    • @empowerlo
      @empowerlo Před 8 měsíci

      Hi Leeann! Are you a HighLevel user? Or did you just download the mobile app?

  • @jimwest4082
    @jimwest4082 Před 9 měsíci

    Going to use hand written.. Are you an affiliate? I'll use your link

    • @empowerlo
      @empowerlo Před 9 měsíci

      Not for Handwrytten but thank you for asking! Let us know if you have any questions or need anything else 👍

  • @radcliffemortgageteam5350
    @radcliffemortgageteam5350 Před 11 měsíci

    How do you get in the zoom meetings? Would love to ask about a2p for my branch.

    • @empowerlo
      @empowerlo Před 11 měsíci

      Join our FB group for the invite! m.facebook.com/groups/ultimateghlformortgagepros

  • @ChristianPenner
    @ChristianPenner Před rokem

    Thanks for the update! Checking it all out now!!

  • @ChristianPenner
    @ChristianPenner Před rokem

    I like the onscreen if it is something that needs to be shown.

  • @lillaemeru7812
    @lillaemeru7812 Před rokem

    😊 *promosm*

  • @cryptouprise7417
    @cryptouprise7417 Před rokem

    I was having an issue were ghl was placing info in the middle of the page like? This was happeing using the premium work flow with Google sheets, and it is set up right. Any thoughts.

  • @searchbug
    @searchbug Před rokem

    Thanks for sharing this. It's great to know from the experts themselves! TCPA regulations are constantly changing, so the way we do marketing is affected as well. This is a great resource to be compliant with the laws and protect businesses from potential lawsuits. As they say, ignorance of the law excuses no one. If someone wants to take TCPA compliance to the next level, aside from HighLevel, implementing a phone validation API in your system would be a great advantage as it lets you know if numbers are both in the Federal DNC and 13 state-specific DNC lists. Not only that, it lets you know if numbers have TCPA litigation history. Those numbers you want to avoid as they are serial litigators.

  • @justintorres3162
    @justintorres3162 Před rokem

    Playbook!

  • @EddieGillies
    @EddieGillies Před rokem

    Hi do you have this snapshot available to share?

    • @empowerlo
      @empowerlo Před rokem

      Hi there. In some cases we will sell the snapshot license! Shoot us an email at sales@empowerlo.com

  • @user-ln9pi2qc8e
    @user-ln9pi2qc8e Před rokem

    helpful for anyone using Empower LO, besides that no real information on how to optimize your funnel or website to get more insight if your building your own. watched for 32 min to get find out that YOU SHOULD optimize your funnel

  • @EddieGillies
    @EddieGillies Před rokem

    Hi I started high level an just like you I’m a loan officer. Do you have any good resources you’ve used to help stubborn los get that they need this system.

  • @christopherkassab198

    where is this dialer ? i tried to find it and i cannot.

    • @empowerlo
      @empowerlo Před rokem

      Hey Chris! To access the power dialer function, you need to schedule manual calls for your contacts through a workflow, and then click "go to manual actions" on the Dashboard in GHL to start your dialing session.

  • @johnlee1027
    @johnlee1027 Před rokem

    how do we install leadconnect on a laptop or pc?

  • @nbapechenyuk5067
    @nbapechenyuk5067 Před rokem

    Great video, one question: if a lead decides to call us back, will we get a notification that a lead is calling us?

  • @DrewCooper-fp7on
    @DrewCooper-fp7on Před rokem

    Hi there! Just stumbed upon your channel! Where you would recommend the best place to buy client data from? For home buyers. I've done some research but not finding exactly what I am looking for. I need email addresses as well as name /address

    • @empowerlo
      @empowerlo Před rokem

      Hey Drew! Are you a loan officer looking for leads? If so we wouldn’t recommend “buying client data”, we recommend generating your own! Check out empowerlo.com/core to learn more

  • @justintorres3162
    @justintorres3162 Před rokem

    Wow nothing but gold in this video! Do you guys have a video on the guys of the actual lead workflow in the video? Love the amazing helpful content!

    • @empowerlo
      @empowerlo Před rokem

      On the guys of the actual lead workflow? Can you clarify what you mean by that? We appreciate the feedback!!

  • @naahearn
    @naahearn Před rokem

    Good demo.

  • @TimTomkowiak
    @TimTomkowiak Před rokem

    Hey nice video! Do you do any freelance work?

    • @empowerlo
      @empowerlo Před rokem

      Hey Tim! We do some consulting and custom implementation work in the mortgage space! Shoot us an email with your thoughts: hello@empowerlo.com

  • @MolinaMonday
    @MolinaMonday Před rokem

    Great video! I recently left Cross Country Mortgage (direct lender) after being there 6 years for a local Mortgage Broker and noticed that Conv, Fha, and VA was 75-100 pbs better. Sometimes more! Better comp on the Broker side as well (except for direct lender Branch Managers) and Arive is SO much better than clunky Encompass! I guess I’m not the only one! 😂

    • @MolinaMonday
      @MolinaMonday Před rokem

      Just don’t know how direct lenders could ever make a come back without reducing margin pretty substantially

    • @empowerlo
      @empowerlo Před rokem

      @@MolinaMonday agreed, it's hard to foresee what retail lenders will do to swing the pendulum in the opposite direction. I don't think we're witnessing the end of retail lenders, so it'll be interesting to see how they get LOs to come back or never leave!

  • @CraigDaniger
    @CraigDaniger Před rokem

    What do you think of the Black Knight LOS platform?

  • @Iconicdetailing
    @Iconicdetailing Před rokem

    🔥 content

  • @Hammer.J.Helmer
    @Hammer.J.Helmer Před rokem

    Great video Michael, solid points and you explained everything really well!

    • @empowerlo
      @empowerlo Před rokem

      Thanks Hammer! Great to hear from you.

  • @homeloanalex
    @homeloanalex Před rokem

    Killer content brother!

    • @empowerlo
      @empowerlo Před rokem

      Thanks Alex! Glad you're enjoying it!

  • @mortgagesbymadrid
    @mortgagesbymadrid Před rokem

    This is AMAZING! Thank you for sharing 🙌🏼❤️❤️❤️❤️

  • @yankees777kill
    @yankees777kill Před rokem

    Great Video! Thanks! What tech do you recommend for Automated Email Follow ups as a stand alone piece of technology?

    • @empowerlo
      @empowerlo Před rokem

      Stand-alone? As in no other features? I’m not sure I’ve been asked for that, nor have I used anything like that since Mailchimp and that was in 2017. I probably couldn’t recommend anything! - Michael

  • @IamSaVitaBrooksSimplySavvy

    Shut the front door. This is AHMAZING

  • @dtaylor6967
    @dtaylor6967 Před rokem

    Thanks for the walkthrough.

  • @emmettmortgage
    @emmettmortgage Před rokem

    It took me literally less than 20 minutes to do all 12 months of each email in Chat GPT, create a BN Touch campaign and start it for almost 800 leads, prospects, apps, cancelled and long term follow up.....Wow.

  • @emmettmortgage
    @emmettmortgage Před rokem

    Its amazing. I liked the topics you pulled up better and used those. Created a monthly drip email to send out to entire database in BN Touch. Done.

  • @ariannawildflower5694

    ChatGPT is amazing 😍

  • @wowyummyyy
    @wowyummyyy Před rokem

    LIKE 👍👍 👍 👍👍 💯 💢 💯 🤩🤩🤩

  • @homeloanalex
    @homeloanalex Před rokem

    Great video and you hit all the points. As someone whose worked internet leads for most of my career, they are a different beast but if you can adjust your sales process its a great way to meet new clients

  • @daniellerosales8355
    @daniellerosales8355 Před 2 lety

    hello, do you also provide leads for refis?