Mortgage lenders

TLDR
Build pre qualification funnels, distribute appointments fairly, automate document chasing, and keep referral partners informed.

What does HighLevel offer as simplifying tools and services for Mortgage lenders?

Lead capture funnels, pre qual forms

Use short forms and credibility signals to increase submissions while keeping friction low. Ask for a credit range instead of sensitive data to maintain completion rates.
Build with HighLevel Funnel & Website Builder.

Round robin Calendars for LOs, no show rescue

Distribute meetings evenly and auto reschedule missed consults. Add a 10 minute SMS reminder and a one click reschedule link.
Book with HighLevel Calendars.

Call connect, power dial, call recording

Increase contact rate and keep QA tight with recordings. Route follow ups back to the same LO to preserve rapport.
Scale calls with HighLevel AI, Voice Agents.

Document request reminders via Workflows

Automate nudges for paystubs, IDs, and disclosures to reduce file drift. Time reminders for lunch hours and 19:00 local for higher replies.
Automate with HighLevel Automations.

Partner pipelines for Realtor referrals

Track co branded leads, attribution, and outcomes in one place. Send a weekly recap partners can forward.
Manage with HighLevel CRM & Pipelines.

Reviews manager for post close requests

Ask the moment clear to close lands to maximize response. Feed selected reviews into nurture sequences.
Capture with HighLevel Reviews.

Part of the GoHighLevel Industry Library
See the complete library of snapshots, workflows, and playbooks:
GoHighLevel industry playbooks, snapshots and automation library