Monday to Friday, 9am to 6pm (EST)
A prebuilt sub-account that responds to new borrowers quickly, chases missing documents, keeps buyers and agents updated through closing, and checks in with past clients every year.
GoHighLevel snapshot
Mortgage Broker and Loan Officer
$1,197one-time
The Mortgage GoHighLevel Snapshot is a prebuilt sub-account for loan officers, brokers and small mortgage teams. It includes a pre-qualification funnel, a loan pipeline, document checklist reminders, rate-watch nurture, closing milestone updates and annual refinance check-ins. The $1,197 price includes installation in your sub-account and a setup call to connect your details.
Everything a mortgage broker and loan officer needs to answer every enquiry, book it, show up, get reviewed and come back, already built and wired together.
A GoHighLevel Voice AI agent answers calls when you are in a closing, on another call or off for the evening. It asks about loan purpose, timeline and property type, then books a consultation on your calendar without quoting rates.
Conversation AI answers general questions about the loan process, required documents and next steps on your website, SMS, Facebook and Instagram. It avoids rate quotes and approval promises, and hands borrowers to you or your team when a licensed conversation is needed.
Borrowers and referral partners who reach voicemail receive a text right away with a link to schedule a call. Two-way texting keeps the conversation going in one inbox that you and your processor can both see.
Website forms, lead ads and purchased leads trigger an instant text and email plus a call task for the loan officer. Follow-up continues across email, SMS and call reminders for about ten days while the lead is still shopping lenders.
Borrowers book a phone or video consultation from your online calendar and receive a confirmation with what to have ready. Reminders go out 48 hours, 24 hours and 2 hours before the appointment.
When a borrower misses a consultation, they receive a text with a rebooking link and the loan officer gets a call task. Borrowers who reschedule stay in the pipeline instead of drifting to another lender.
Messenger and Instagram DMs are answered automatically with a consultation link and a short explanation of next steps. Comments on your homebuyer or refinance ads receive a public reply and a private message to continue the conversation.
Borrower reviews on your Google Business Profile receive timely, compliant replies that you can approve before posting. Messages sent through Google land in the same inbox as your texts, emails and social messages.
After funding, borrowers are asked how the process went. Satisfied borrowers are invited to leave a Google review, while concerns go privately to the loan officer so they can be resolved before anything is posted publicly.
Each borrower moves through stages from new lead to application, pre-approval, underwriting, clear to close and funded. Stage moves trigger tasks, internal alerts for processors and optional milestone texts to borrowers and real estate agents.
Leads who are not ready yet receive a year of emails and texts on topics like spring buying season, credit preparation, down payment planning and refinance timing. The content stays general and educational so it suits a wide range of borrowers.
Past borrowers and older leads can be re-engaged with loan anniversary check-ins, home equity questions and move-up purchase reminders. Closed clients and partner agents also receive periodic, low-pressure referral requests.
Mobile-first pages with forms, chat, booking and tracking already wired into the workflows above, so every enquiry lands in your pipeline.
From the first call or message to a repeat customer, here is what runs automatically at each stage.
A borrower calls, submits a form or messages you, and receives a response within moments.
Borrowers who are still comparing options or saving receive steady, educational follow-up.
Borrowers book a consultation and receive reminders for both the call and their document checklist.
Borrowers and agents stay informed as the file moves through underwriting to closing.
Funded borrowers are asked for feedback, with private concerns routed to the loan officer.
Past clients hear from you at useful moments so they return for their next loan.
Pages, calendars, forms, templates and fields, named clearly and ready for your details. 58+ custom fields and 52 weeks of nurture content included.
Each one starts from a real trigger in your business and runs the next steps on its own. You can switch any of them off or edit the wording.
Every lead sits in one stage, so you can see at a glance who needs a call today and where deals are getting stuck.
Opportunities · Mortgage Loan Pipeline
Sample data, for illustration
Daniel Ruiz
Purchase, first-time buyer
Hannah Wells
Refinance, 30yr
Marcus Bell
FHA purchase
Grace Okafor
Conventional purchase
Ethan Moore
VA purchase
Olivia Chen
Conventional purchase
Ryan Foster
Purchase, 123 Oak St
Zoe Hart
Purchase, condo
Isaac Park
Jumbo purchase
Leah Simmons
FHA purchase
Aaron Price
Refinance, 15yr
Nina Volkov
Purchase
You do not get a download link and a good luck message. Here is everything we handle after you buy, and when.
1 business day
Full install and verification
A2P 10DLC
Registration handled for US numbers
Voice and chat AI
Configured for your services
10 custom hours
Used within 15 days
You choose the snapshot and fill in a short intake form: business details, logo, services, hours and who needs access.
We load the full snapshot into your sub-account and check that every workflow, form, calendar and pipeline imported correctly.
Your logo, colors, wording and custom values go in. We connect phone, email and calendars and submit A2P 10DLC registration.
Voice and chat AI are tuned to your services. Your 10 customization hours cover extra pages, workflows or changes.
A live walkthrough, a written guide and a recording. Then 12 months of snapshot updates as GoHighLevel changes.
Each path can work. They differ in time, ongoing cost and who ends up owning the system.
New borrowers receive a text with a real name and a booking link within moments of submitting a form, rather than waiting for a callback after the loan officer's appointments.
Borrowers get a checklist that matches their loan type and reminders until items arrive, so processors spend less time sending the same requests by hand.
Referring real estate agents receive milestone updates automatically, which reduces status calls and keeps the relationship in good standing for the next referral.
Annual check-ins and periodic market updates keep the loan officer in contact with past borrowers, who are often a source of refinance and referral business.
Your loan origination system, such as Encompass or Arive, and your pricing engine continue to handle applications, disclosures, pricing and underwriting. The snapshot is the lead capture, follow-up and marketing layer around them. Pipeline stages are updated by your team, and a connection to your LOS can be connected via webhooks or Zapier after review.
$1,197one-time
GoHighLevel subscription and usage (phone, SMS, email, AI) are billed by HighLevel directly.
Want someone to run it after setup?
A trained GoHighLevel virtual assistant can manage conversations, pipelines and changes, from $1,199 per month.
Most loan officers lose business in two places: slow response to new leads and silence during long buying timelines. A strong workflow answers the first with an instant text and a booking link, then a short, persistent follow-up cadence. It answers the second with a rate-watch nurture that keeps not-ready borrowers informed until they are ready to apply. Both problems are solved by consistency rather than extra effort.
Between those points, the work is about documents and updates. This snapshot sends checklists based on loan type, reminds borrowers about missing items, and notifies borrowers and agents at each milestone. GoHighLevel is not a loan origination system, so it sits alongside Encompass, Arive or your LOS rather than replacing it. Loan officers update the stage as files move, and the right messages follow automatically for borrowers, agents and processors.
GoHighLevel itself does not make your marketing compliant; how you use it does. The templates in this snapshot include placeholders for your NMLS ID and Equal Housing Opportunity language, avoid quoting specific rates, and leave room for your compliance team to review every message before workflows are published. We do not provide legal or compliance advice, so the final wording should always be approved by your compliance officer or the person responsible for advertising review at your company.
Text messaging adds its own requirements. Borrowers should give consent before receiving marketing texts, and your business must complete A2P 10DLC registration. Sensitive financial data, such as Social Security numbers and bank statements, should stay in your LOS or a secure document portal. This snapshot links to that portal instead of collecting files through GoHighLevel forms. That limits what is stored in your marketing system to contact details and loan status.
The simplest reliable method is a yearly touchpoint tied to the closing date. This snapshot stores each borrower's closing date and current rate in custom fields, then sends a home anniversary email every year and creates a task for the loan officer to review the file. If a review makes sense, the loan officer decides whether to reach out personally.
Alongside that, a monthly market update keeps past clients aware of what is happening without promising a rate. Referral requests after closing and a past-client newsletter list round out the approach, so the loan officer stays familiar to borrowers who may refinance, buy again or recommend someone. None of these messages quote rates or make offers on their own, and the loan officer stays in control of every personal conversation that follows.
Straight answers to the questions people ask us most. If yours is not here, ask us directly.
Book a free 30-minute call. We will look at what you have, tell you what we would change, and give you a fixed quote. No pressure, no jargon.
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