GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Upgrade Your Workflow with New Tools!
Stay ahead with our weekly breakdown of HighLevel’s updates, spotlighting the features that matter most for mortgage pros.
This week, Michael covers the following:
3 Calendar Enhancements: Jump to the First Available Date, add Custom Values easily, and use the Look Busy Upgrade for realistic scheduling.
Remove Workflow Action Upgrade: Easily remove contacts from any or all workflows, with skipped actions now logged.
Post-Appointment Booking Actions in Conversation AI: Automatically put the bot to sleep or trigger a workflow after an appointment is booked, enhancing user experience.
CSV Support for Media Library: You can now upload CSV files (up to 100 MB) directly to the media library, making asset management easier.
Mobile Version 3.80.2: Take calls on WearOS, transfer/merge calls, collapse the call menu, and create recurring invoices with POS. Plus, performance improvements and bug fixes.
--
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: https://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: https://empowerlo.com/highlevel-course-1
P.S. Hit subscribe for an unfair advantage in your market.
Chapters
00:00 Introduction
00:18 Calendar Functions
02:50 Remove Workflow Action
03:55 Conversation AI: Post-Appointment Booking
05:05 CSV Support for Media Library
06:13 New Mobile App Version
07:53 Conclusion