Borrower Intake Funnels
Clean mortgage calculator and pre-approval application pages designed for high mobile conversion.
For Mortgage Brokers & Loan Officers
A GoHighLevel mortgage CRM that converts borrower inquiries and delights Realtors
Move borrowers from pre-approval inquiry to clear-to-close with zero manual friction. We build mortgage rate lead capture funnels, automated 1003 application reminders, loan milestone alerts for buyers and realtors, and past-client refinance drips.
Industry Solutions
Tailored GoHighLevel architecture for Mortgage
Generic templates fail because every industry has unique customer journeys, intake requirements, and compliance rules. We build around how your business actually operates.
Application Completion Drips
Automated SMS reminders encouraging borrowers who started an application to upload remaining W-2s and bank statements.
Realtor Milestone Alerts
Automated dual-party notifications that keep buyer's agents informed at every stage of the loan lifecycle.
Realtor Partner Pipeline
A dedicated B2B pipeline for tracking agent outreach, coffee meetings, open house sponsorships, and referrals.
Rate Drop Alerts
Database segmentation workflows that notify past borrowers when mortgage rate movements create refinance savings.
Review Automation
Automated review requests sent right after funding when borrower excitement and gratitude are highest.
Our Delivery Process
Live in your account in 7 to 10 business days
01
Discovery
We review your existing tools, customer journey, intake forms, and pipeline stages.
02
Custom Architecture
We build your custom fields, tags, calendars, pipelines, and copy inside GoHighLevel.
03
Automations & Testing
We test speed-to-lead, reminders, review requests, and third-party integrations with test contacts.
04
Team Handover
Loom video walkthroughs, documentation, staff training, and 30 days of free fixes.
Why Hire Us
Built by certified developers who understand your niche
We do not just import an outdated marketplace snapshot and leave. Our developers configure every custom value, calibrate your SMS compliance, verify your sending domains, and ensure your team knows how to use the system.
Looking for dedicated support? See our dedicated GoHighLevel developer service.
- Custom-tailored pipelines: stages that reflect your exact sales cycle
- Speed-to-lead automations: respond to inquiries in under 60 seconds
- A2P 10DLC & domain setup: compliant messaging that arrives reliably
- 30-day bug-fix warranty: peace of mind and complete handover documentation
FAQ
Mortgage: common questions
Can HighLevel integrate with our Loan Origination System (LOS)?
Yes. We build webhook and API integrations with platforms like Floify, ARIVE, LendingPad, and Encompass to sync loan milestones and contact details.
How do automated milestone updates work for Realtors?
When a loan status changes (e.g. Appraisal Ordered, Conditional Approval, Clear to Close), the system automatically texts both the borrower and the buyer's real estate agent, positioning you as an elite communicator.
Can we build pre-qualification questionnaires?
Yes. We build interactive pre-qual forms capturing purchase timeline, estimated credit score, down payment capability, and loan type (FHA, VA, Conventional).
How do you nurture past closed borrowers for refis?
We configure automated equity and rate check-in sequences sent on the 6-month, 1-year, and 2-year anniversary of their closing date.
Can loan officers use custom calendar booking links?
Yes. Each LO has custom calendar booking links for 15-minute borrower discovery calls and Realtor strategy sessions with automatic Outlook/Google calendar sync.
Ready to build a predictable mortgage pipeline?
Tell us what you need. You'll get a clear plan and a fixed quote within 24 hours, with no obligation.