Set Up HighLevel the Right Way & Start Growing Your Mortgage Business Today
TABLE OF CONTENTS
- Step 1: Get Found Online by Pre-Approved Borrowers
- Step 2: Automate Lead Follow-Up Before You Lose the Deal
- Step 3: Turn Happy Clients Into 5-Star Reviews
- Step 4: Launch High-Intent Ads Without Wasting Budget
- Step 5: Build Authority with Weekly Content & Social Proof
- Final Thoughts: Turn HighLevel into Your Mortgage Growth Engine
Why This Playbook Matters
You’re an expert in guiding borrowers, structuring deals, and closing loans—but how do you keep a consistent flow of inbound leads, nurture relationships, and grow your business predictably?
Most mortgage brokers still rely heavily on agent referrals or past clients, but here’s the reality:
88% of borrowers start their home loan journey online.
78% of prospects go with the first broker or lender who responds.
61% of homebuyers say slow communication is the #1 reason they don't work with a broker.
If you're not showing up on Google, following up fast, or staying top-of-mind with digital marketing—your competition is winning the loans you should be closing.
This playbook gives you a step-by-step system to launch and grow your brokerage with HighLevel—so you attract, convert, and retain more borrowers.
Grow your Mortgage Broker - Sign Up with HighLevel Today
What You’ll Learn
✅ The 5 fastest ways to attract high-quality mortgage leads
✅ How to automate follow-ups, consultations, and client onboarding
✅ How to build trust, capture reviews, and increase repeat & referral business
✅ How to run small, high-ROI ad campaigns that bring in applications
✅ How to streamline daily operations while scaling your volume
Step 1: Get Found Online by Pre-Approved Borrowers
Why This Matters
The vast majority of borrowers start their research on Google—not by calling a broker. You need to rank high, show up consistently, and look credible.
What To Do First:
✅ Claim & Optimize Your Google Business Profile (GBP)
List your NMLS ID, brokerage details, service areas, and loan types (FHA, VA, Conventional, Jumbo).
How to Set Up Google Business Profile
✅ Add a HighLevel Call Tracking Number
Replace your phone number with a HighLevel tracking line to measure ROI on leads from Google, ads, or referrals.
How to Set Up a Call Tracking Number
✅ Enable Google Messaging + AI Follow-Up
Let potential borrowers text you directly from Google—and use HighLevel to respond automatically.
✅ Collect & Automate Google Reviews
Brokers with 50+ reviews get 3x more local traffic and convert better.
How to Automate Google Reviews
✅ Post Weekly Google Updates
Keep your Google listing fresh with mortgage tips, rate updates, or milestone announcements (e.g., "5 First-Time Buyers Closed This Month").
How to Optimize Your Google Business Profile
Step 2: Automate Lead Follow-Up Before You Lose the Deal
Why This Matters
Speed to lead = deal closed.
If you're not following up in under 5 minutes, someone else is—and they're getting your commission.
What To Do First:
✅ Add a Chat Widget to Your Website
Turn your site into a lead magnet—let visitors text you instead of ghosting.
✅ Enable Missed Call Text-Back
Missed a call from a hot lead? HighLevel sends a text back instantly so you don’t lose them.
Setting up Missed Call Text Back
✅ Automate Follow-Up Campaigns
Set up lead nurture emails and SMS:
“Thanks for reaching out—here’s what you need to know before applying.”
“Still exploring home loans? Let’s schedule a call.”
✅ Add a Consultation Booking Link
Let clients schedule calls with you without going back and forth.
Setting Up Recurring Follow Ups
✅ Use Conversation AI & Voice AI
Automate responses to FAQs like “What’s the current rate?” or “Can I qualify with a 620 score?”
How to Set Up Ai-Powered HVAC Follow-Ups
How to Set Up Voice AI Agent
How to Set Up Conversation AI Agent
Step 3: Turn Happy Clients Into 5-Star Reviews
Why This Matters
Borrowers trust other borrowers. More 5-star reviews = more applications.
Brokers with 40+ recent reviews close 38% more deals
A single positive review can generate 3+ referral leads
What To Do First:
✅ Enable Automated Review Requests
After closing, trigger review requests via email and SMS.
✅ Request on Google, Zillow, and Facebook
Maximize visibility where borrowers compare brokers.
✅ Respond to Reviews Publicly
It boosts Google trust and shows professionalism.
✅ Flag Negative Feedback Immediately
Set up alerts so you can respond to unhappy clients before it hurts your brand.
✅ Repurpose Reviews on Social
Turn positive testimonials into Instagram posts or Stories:
“Just helped a first-time buyer get approved in 7 days! ⭐⭐⭐⭐⭐”
How to Automate Reviews & Reputation Management
Step 4: Launch High-Intent Ads Without Wasting Budget
Why This Matters
Lead quality > lead quantity.
Smart brokers use targeted ads to attract borrowers actively researching loans.
How to Run Google LSA
How To Integrate LSA with HighLevel
What To Do First:
✅ Set Up Google Search Ads for Loan Keywords
Target buyers searching:
“First-time homebuyer loan [City]”
“Best mortgage broker near me”
✅ Use Facebook Lead Ads for Refinance & FHA
Generate low-CPC leads for specific loan types or refi opportunities.
How to Run Facebook Ads from HighLevel
✅ Retarget Website Visitors
Show ads to borrowers who clicked your site but didn’t apply.
Setting Up Call Tracking Number Pool
✅ Track Calls, Forms, & ROI
Assign unique tracking numbers to every campaign and measure close rates.
How to Run Ads That Converts
✅ Start Small, Then Scale
Begin with $15–25/day targeting a specific persona (e.g., first-time buyers, VA borrowers), then grow based on performance.
Step 5: Build Authority with Weekly Content & Social Proof
Why This Matters
Borrowers don’t trust silence. Showing up consistently on social builds brand trust and brings in referrals.
How to Share your reviews on Social Media
What To Do First:
✅ Post Weekly to Google, Facebook, Instagram, LinkedIn
“Rate Trends This Week”
“3 Mortgage Mistakes to Avoid”
“Client Spotlight: How Sarah Closed with 5% Down”
How to Create a Blog for Mortgage Broker
How to Set Up RSS Feed for Blogs
How to Set Up RSS Email Campaign
✅ Start a Mortgage Blog
Boost SEO and build trust with helpful content.
“FHA vs. Conventional: Which Is Right for You?”
✅ Send Monthly Email Newsletters
Keep past clients and realtors engaged. Include tips, rate updates, and refi alerts.
✅ Automate It All with HighLevel
Use the Social Planner, Email Campaigns, and Reputation Tools to handle content on autopilot.
How to Analyze the Social Media & Content Strategy That Works
Final Thoughts: Turn HighLevel into Your Mortgage Growth Engine
✅ Get found on Google, fast
✅ Respond to leads in under 5 minutes
✅ Turn every closing into 5-star reviews
✅ Run small ads that convert
✅ Post weekly content to stay visible and trusted
Once these 5 systems are in place, you’ll:
✔️ Fill your calendar
✔️ Increase application volume
✔️ Boost referral and repeat deals
✔️ Scale—without burning out
Ready to Launch Your Mortgage Business with HighLevel?
Start Today – Sign Up & Set Your Brokerage on Autopilot.
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