Real estate team
Buyer and seller tracks that never share a pipeline.
Professional services
The Mortgage broker GoHighLevel snapshot kit
Pre-approval, rate watch and the realtor partner pipeline.
A loan officer is running two businesses: borrowers and referral partners. This kit ships a pipeline for each, so the realtor relationships that produce next quarter are not managed in a notes app.
- Loan product pages and calculator
- Borrower file board, partner board
- Funding day ask, borrower and agent
What lands in the account for mortgage brokers kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in mortgage brokers and loan officers, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Loan product pages and calculator
Professional Website. Loan product pages with the copy written, a pre-approval funnel and a compliant application form that collects consent properly.
- Pre-approval funnel
- Compliant application form
- Consultation calendar embedded
- Without it
- Most broker sites are a headshot, a rate table nobody updated and a picture of a front door. Nothing on them answers what a self-employed borrower needs to know.
- With it
- An AI Studio site arrives written: a page per loan product, a payment calculator, your NMLS and disclosure block in the footer, and the consultation calendar throughout.
- How it pays
- If an agency wants $6,000 and a quarter of back and forth to build a compliance-aware broker site, having one live the day the snapshot loads is most of the kit price back.
- BS-02ACCT
Funnels
Pre-approval and refinance analysis pages
- Without it
- Your pre-approval form is a PDF emailed back and forth, and the refinance enquiries land in an inbox with no way to tell who is serious.
- With it
- Landing pages for pre-approval intake, a refinance analysis request, a guide written for first time buyers, and a partner page carrying the listing agent's name and photo.
- How it pays
- A page builder quotes this kind of work at around $1,200 a funnel. If you were budgeting for a set of them before you take your first application, the arithmetic is short.
- BS-03ACCT
Forms and surveys
Intake with consent, nothing sensitive
- Without it
- A short web form cannot ask for a social security number, and a long one nobody finishes. Meanwhile you need consent on record before you pull anything.
- With it
- Intake asks purpose, price band, deposit, employment type and timeline, takes written consent to contact, and leaves the sensitive parts to your secure portal rather than a web form.
- How it pays
- A post-close survey asking who referred them tells you which agent partner actually produces. If you split co-marketing spend on that answer, say $500 a month, it stops being a guess.
- BS-04SYS-01
1 AI Receptionist
The 8pm purchase or refi call
AI Receptionist. Answers the rate enquiry out of hours, captures purchase or refinance, rough credit band and timeline, and books the loan consultation.
- Purchase versus refinance
- Captures band and timeline
- English and Spanish
- Without it
- A borrower rings at eight in the evening after an hour on Zillow. You are at dinner. By morning they have spoken to two other loan officers.
- With it
- The line is answered every hour of the day. It asks whether they are buying or refinancing, gets a rough timeline, and puts a consultation in the diary.
- How it pays
- Say an average funded file earns you $4,200. If the kit catches one after-hours caller a month that you would otherwise lose to the next broker on the list, the account pays for itself several times over.
- BS-05SYS-02
1 AI Chatbot
Deposit and paperwork questions answered
AI Chatbot. Answers the rate, points and documents questions on the site, and books a consultation without a borrower having to say anything embarrassing out loud.
- Site chat, SMS and email
- Answers document questions
- Books loan consultations
- Without it
- Half the site traffic wants to know what their credit band and deposit will actually get them, and will not phone a stranger to ask.
- With it
- Text AI takes those questions on the widget, by SMS and on Facebook. It explains process and paperwork, quotes nothing, and hands over a booked consultation.
- How it pays
- Assume you buy mortgage leads at $60 apiece. Every browser the bot turns into a booked consultation instead of a bounce is a lead you did not have to buy a second time.
- BS-06ACCT
Custom fields
Loan purpose, LTV, lock expiry date
- Without it
- Rate lock expiry lives on a sticky note and loan purpose lives in a conversation you had a fortnight ago. Nothing in the account can act on either.
- With it
- Purchase or refinance, the target property, when the rate lock runs out, when the pre-approval does, the referring agent and the current stage. The runs fire off those dates.
- How it pays
- A lock that expires unnoticed costs a re-lock fee, or a rate the borrower will hold against you personally. If that happens twice a year, the fields have paid their way.
- BS-07ACCT
Custom values
NMLS number, disclosure block, licensed states
- Without it
- Your NMLS ID and equal housing wording have to appear on every message that goes out, and someone has to retype them into each template by hand.
- With it
- Set the licence number, the states you are licensed in, the disclosure footer, the application link and the partner co-branding once. Every message and page reads them from the account.
- How it pays
- If compliance asks you to change one line of the disclosure footer, you edit one value rather than working through every template. Say that happens twice a year and eats an afternoon each time.
- BS-08ACCT
Pipelines
Borrower file board, partner board
- Without it
- Loan status lives in the LOS and referral relationships live in your head. Neither tells you which realtor has gone three months without sending a file.
- With it
- One board runs application through documents in, pre-approved, underwriting and clear to close. A second tracks agent partners by last referral and last touch.
- How it pays
- If one agent partner sends four files a year and you earn $3,800 on each, spotting the partner who went quiet before they settle in with another broker is worth the import on its own.
- BS-09ACCT
Workflows
Condition chase and stage updates
- Without it
- Underwriting returns a condition list on Tuesday and the borrower opens the email on Friday. Meanwhile your processor spends the week asking for the same paystub.
- With it
- The kit wires the chase. Each outstanding condition gets its own reminder run, and the borrower gets a plain update at every stage change without anyone typing it.
- How it pays
- Say your processor spends six hours a week chasing documents and answering status calls. At $30 an hour that is most of a working day handed back, every week, on the same headcount.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Loan consultations that actually happen
Smart Appointment System. Confirms the consultation with the document list, then keeps the borrower informed through submission, conditions and clear to close.
- 24h, 1h and 15min reminders
- Document list attached
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the pre-approvals that expired without an offer and the applications that stalled at conditions, which is where a pipeline silently leaks.
- Expired pre-approval callback
- Stalled conditions follow-up
- Voicemail with a booking link
- Without it
- A borrower books a consultation on Sunday night and has forgotten by Wednesday. You block half an hour, nobody dials in, and the slot is gone.
- With it
- Confirmation lists the paperwork to have to hand. Reminders tighten as the call approaches, and a borrower who misses is rung back the same day, before they try another lender.
- How it pays
- If you take eight consultations a week and two ghost you, working them against the 70% no-show recovery target puts most of a lost file back on the board.
- BS-11SYS-09SYS-08
Nurture campaign
Rate watch on stale pre-approvals
Lifetime Nurture Campaigns. Rate watch on the existing book, loan anniversary notes, annual mortgage reviews and a referral programme aimed at realtor partners.
- Rate watch on the book
- Loan anniversary reviews
- Realtor partner referrals
Database Reactivation. Works the applications that died six months ago and the past borrowers whose rate now makes a refinance worth a conversation.
- Six month dead applications
- AI calling campaign
- Rate-triggered refinance list
- Without it
- A pre-approval letter goes stale in ninety days and most borrowers are nine months from a purchase. The file sits there and the borrower forgets your name.
- With it
- A long cadence keeps a not-yet-ready borrower in touch, reissues the pre-approval before it expires, and puts a refinance note to the back book when rates move.
- How it pays
- If you are sitting on two hundred expired pre-approvals and the nurture brings two of them back a year at $3,800 a file, you are ahead on the import alone.
- BS-12SYS-06SYS-07
Review automation
Funding day ask, borrower and agent
Review Harvesting. The ask fires post-close, on funding day, and it goes to the realtor partner as well as the borrower because both sides are a source of the next deal.
- Trigger: loan funded
- Borrower and partner asked
- Google and Facebook links
Review Automation. The engine separates the borrower cadence from the partner cadence, because a realtor who sends four files a year should not get four identical texts.
- Borrower and partner tracks
- Two follow-ups, then stop
- Partner asks capped yearly
- Without it
- You close a loan and never ask. Six weeks later the borrower has moved in, the goodwill has cooled, and your Google profile shows the same handful of reviews.
- With it
- The ask fires when the loan funds, on separate cadences for the borrower and the referring agent, with follow-ups capped and anyone who already reviewed suppressed.
- How it pays
- If a funded file is worth $3,800 to you, and one review a quarter brings a borrower who found you by searching rather than through an agent, the run has paid.
- BS-13ACCT
Seasonal automation
Spring listings and year end statements
- Without it
- The purchase market wakes up in February and your rate watch list is not warm for it. In December nobody reminds borrowers their interest statement is coming.
- With it
- Campaigns sit on the calendar this trade actually runs on: a January pre-approval push before listings appear, a year end statement note, an autumn partner co-marketing round.
- How it pays
- If a February push gets thirty dormant borrowers pre-approved before the spring listings appear, and one in ten of them transacts, that is three files you were not going to write.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how mortgage brokers and loan officers actually sell
Mortgage buying decisions stall for months, so the kit is built for patience. Pre-approval intake is short, milestone updates run at every loan stage so the borrower stops calling for status, and a rate-watch cadence keeps a not-yet-ready borrower warm without a human touching the file.
- Building seven loan milestone updates so status calls stop
- Running a separate realtor partner pipeline with co-marketing
- Keeping a document checklist chase alive without manual reminders
Primary pipeline
- New lead
- Application started
- Documents in
- Pre-approved
- Under contract
- Underwriting
- Clear to close
- Funded
The problem, and what actually changes
What it looks like today
- Rate enquiries arrive at nine at night and a borrower who does not get an answer applies with a bank app instead.
- Pre-approvals expire without an offer and nobody notices until the file is dead.
- Applications stall at conditions and the borrower hears nothing for a fortnight.
- Realtor partners are the biggest referral source and there is no programme for them at all.
What changes, and what changes it
- Out-of-hours rate enquiries are answered, split into purchase or refinance, and booked into a consultation.SYS-01 AI Receptionist
- Document and process questions get answered on the site, where a borrower will ask them honestly.SYS-02 AI Chatbot
- Borrowers are kept informed through submission, conditions and clear to close, not just before the meeting.SYS-05 Smart Appointment System
- Expired pre-approvals and stalled applications are called automatically before the file goes cold.SYS-04 AI Outbound Caller
- The closed book is watched for rate movement, and partners have their own referral cadence.SYS-09 Lifetime Nurture Campaigns
Built for
- Brokers and loan officers with a closed book of two hundred or more and a realtor partner network.
- Anyone advertising rates and losing the out-of-hours enquiries.
- Teams whose pre-approval list has never been systematically worked before expiry.
Not built for
- Loan officers working entirely from a captive bank pipeline with no inbound enquiry.
- Anyone who needs the AI to quote a rate or discuss terms. It qualifies and books, nothing more.
- Brokers unwilling to keep the pre-approval expiry field current. Half the recovery depends on it.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for mortgage brokers and loan officers at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Pre-approval application to document request
- Document chase with checklist
- Pre-approval issued and celebration
- Rate watch nurture for not-ready borrowers
- Loan milestone updates at seven stages
- Conditional approval document chase
- Clear to close and closing day
- Post-close anniversary and refinance watch
- Realtor partner monthly co-marketing
- New partner onboarding sequence
The funnels, by name
- Pre-approval application funnel
- Mortgage calculator page
- First time buyer guide download
- Refinance analysis request
- Realtor partner co-branded page
- Home buying webinar registration
- Rate alert signup page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for mortgage brokers and loan officers, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
Rate enquiries arrive at nine at night. The receptionist captures purchase or refinance, the rough band and the timeline, and books the consultation.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a loan consultation
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked loan consultation.
Ten days of nurture on a mortgage is documents, timelines and what a pre-approval actually commits them to. Nothing about rates you cannot hold.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A missed consultation stalls a file for a week. The document list goes out with the confirmation, and the borrower is reminded through conditions too.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied borrower into the thing that wins the next one.
The ask lands on funding day, and it goes to the realtor partner as well as the borrower, because both write the next deal.
Intelligent review request
- Satisfaction check 2 hours after the closing
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a borrower for years rather than one transaction.
The book is the business. Rate watch on every closed loan, annual reviews, loan anniversaries and a partner referral programme that runs itself.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best borrowers
Put your own numbers in
A single additional funded loan more than covers the kit on the assumptions below, and this sits at the top of the ladder because the build is the largest in the catalogue, not because lenders can pay more. Every box below starts on an assumption for mortgage brokers and loan officers, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$40,737
recovered a month from calls you currently miss
2 days
for the $2,395 kit to cover itself
56 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Mortgage broker snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The mortgage broker kit is that copy built for mortgage brokers and loan officers: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
Not directly. Loan stage is a custom field, and every LOS we have met can push a stage change over a webhook. Once the field updates, the milestone workflow sends the right message.
The templates avoid rate quotes and terms, which is where most compliance trouble starts. Your NMLS ID and disclosure block are custom values placed in every message footer.
Yes. The partner funnel uses custom values for name, headshot and brokerage, so one funnel serves every partner without duplication.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Kits that neighbour this one
Take the mortgage broker kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.