Mortgage snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install and brand the mortgage snapshot

Get the snapshot into the loan officer's sub-account with the right branding and disclosures.

Import the snapshot link, then go to Account Snapshots > Imported Snapshots and push it to the loan officer's sub-account.
Open Settings > Business Profile and add the company name, logo, address and time zone.
Go to Settings > Custom Values and fill in the loan officer's name, phone, booking link and service area.
Add NMLS IDs and the Equal Housing statement to the email signature.
Send the workflow copy to the lender's compliance team for approval.

Agency → Snapshots → Load

Lesson 2 of 6

Make sure every web lead, referral and missed call gets an instant, compliant response.

Go to Sites > Forms > Builder and review the lead form, including Loan Purpose and Referring Agent.
Embed the form on the website and create a tracked link for each realtor partner.
Open Automation > Workflows > 01 and set the new-lead alert to the loan officer.
Open workflow 02 and confirm the missed-call text-back is published.
Submit a test lead and check Conversations for the instant text and email.

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Set up the strategy call calendar so booked leads actually get on the phone.

Workflow 04 · Booking Confirmations

Lesson 4 of 6

Use the pipelines to keep every borrower moving from application to Closed / Funded.

Go to Opportunities > Pipelines and walk through Strategy Call Booked, Application Started and Pre-Approval Issued.
Move cards to Pre-Approval Issued to start the home-search check-ins in workflow 07.
Move cards to Won when the buyer goes under contract to send the closing road map in workflow 08.
Track processing, underwriting and Closed / Funded in the loan journey pipeline.
Use workflow 18 alerts to catch pre-approvals nobody has checked on in a week.

Opportunities → Pipelines

Lesson 5 of 6

Turn closings into reviews and referrals and restart conversations with old leads and past clients.

Go to Settings > Integrations and connect the Google Business Profile.
Confirm the review link in Reputation > Settings and the review_link custom value.
Open workflow 13 and make sure realtor referral alerts go to the loan officer's phone.
Import past clients with Loan Closing Date and Current Interest Rate under Contacts.
Tag old leads 'start reactivation' to launch workflow 14 and work replies in Conversations.

Contacts

Lesson 6 of 6

Go live with refinance alerts and annual checkups, and track what produces closings.

Build a smart list of past clients segmented by Current Interest Rate.
When rates move meaningfully, tag the right segment 'niche campaign' to trigger workflow 21.
Set a yearly date trigger on Loan Closing Date that tags clients 'service due' for workflow 19.
Schedule the spring homebuyer campaign in workflow 20 for January.
Review the Dashboard monthly for applications, pre-approvals, closings and referrals by partner.

Automation → Workflows

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.