GoHighLevel Mortgage Lender Playbook: All-in-One Sales & Marketing Platform!

You’ve come across GoHighLevel and you’re asking yourself– Is this the actual offer, or simply another overhyped system that guarantees everything and delivers … meh? GoHighLevel Mortgage Lender Playbook

Trust me, I have actually been where you are. After making use of GoHighLevel for a couple of years currently, I can tell you straight up: it is among the most intelligent decisions I’ve produced my business. But (and it’s a big “yet”) it’s not all sunshine and rainbows.

Let’s dive into the good, the negative, and the periodically irritating so you can identify if GoHighLevel’s the ideal fit for you.

GoHighLevel Delivers– However Only If You Know What You’re Doing

Here’s the important things: GoHighLevel is a monster. It’s marketed as an all-in-one marketing, sales, and CRM platform– and for as soon as, that case is legitimate. You truly can run almost every element of your business from one control panel.

However below’s the catch: with world power comes a somewhat complicated interface, a steep learning curve, and a “figure-it-out-yourself” ambiance at times.

Still, if you can get past the bumpy beginning, it resembles unlocking business superpowers.

What GoHighLevel Gets Really Right

You Can Actually Replace a Loads Various Other Tools

If you have actually been assembling a technology stack with devices like Mailchimp, Calendly, ClickFunnels, WordPress, and Pipedrive (ugh, the mayhem)– this is your possibility to streamline.

GoHighLevel lets you manage:

  • Email and SMS marketing
  • Sales funnels and landing pages
  • Appointment organizing
  • CRM administration
  • Automations (we’ll reach that in a sec)
  • On-line courses and subscriptions
  • Social media messaging
  • Live conversation

And the list maintains growing. Unless you need a particular eCommerce tool or repayment portal (more on that particular later), you’re possibly covered.

It’s Always Evolving

Serious. Eventually I visit and see a new feature for TikTok DMs. The next day, they’ve upgraded the e-mail editor. After that it’s video uploads, Square integrations, or social coverage.

It’s a living system. The designers are frequently pushing updates, and the roadmap is loaded with user-suggested features. That part truly amazed me– your voice actually matters below.

And while the consistent changes can feel like you’re running on a treadmill that never ever stops, I ‘d take that over a platform that hasn’t changed given that 2018.

Interaction? You’re Covered

If you’re tired of leaping between tools just to talk to your leads, you’ll like this component.

From one control panel, you can:

  • Make call and drop voicemails
  • Send and get SMS
  • Blast emails or build series
  • Chat on WhatsApp, GoHighLevel Mortgage Lender Playbook
  • Send Out Instagram, Facebook and TikTok DMs.
  • Live conversation on your website (or convert it to SMS mid-convo)

Also far better– there’s a central discussion tab where all these messages live. Say goodbye to bouncing between inboxes or forgetting to respond to that DM from three days back. (Existed. Taken care of that.).

SaaS Mode = Recurring Income Without the Headaches

Right here’s where points obtain spicy.

If you’re a company owner, professional, or simply a person who wants to earn recurring revenue without being glued to your laptop– listen up.

GoHighLevel’s SaaS mode allows you re-sell the system under your very own brand name. Consider it like white-labeling GoHighLevel, slapping your logo design on it, and billing whatever you want.

It’s $497/month on your end. But if you bill simply $97/month to six clients, you’re already profitable– and whatever beyond that is gravy.

You do not have to handle campaigns or get on method telephone calls. Simply provide individuals accessibility to the tools and let them run with it. It’s not 100% passive, however it’s quite close.

Automate Every little thing

This is most likely my favorite component: workflows.

Envision setting up a multi-channel series that e-mails, texts, and follows up with leads based on their actions. Automatically reserving phone calls. Sending onboarding messages. Labeling calls. Acting on billings. Supporting chilly leads for months without lifting a finger.

Sound like a dream? It’s very actual.

The automations are extremely effective, yet I won’t exist– they can feel frustrating at first. My suggestions? Don’t attempt to learn it all in a weekend. Begin little and construct from there. The reward is worth it.

It’s Not Just for Agencies Any Longer

GoHighLevel started extremely agency-focused. Like, everything howled “marketing professionals just”.

But that’s changed.

Now it’s just as valuable for:

  • Local services (salons, gyms, centers, and so on).
  • Instructors and course developers.
  • Professionals and company.
  • Freelancers and solopreneurs.

There are even “snapshots” you can fill with prebuilt campaigns tailored to certain sectors. That’s a godsend if you don’t want to build whatever from scratch.

And for just $97/month on the Starter Plan, it’s an absolute take. Nothing else device provides you this much for that little.

Yet It’s Not All Smooth Sailing …

Let’s talk about right stuff that might journey you up– or simply flat-out irritate you.

The Learning Contour Is Real

If you’re all new to marketing technology, distort up.

GoHighLevel has a lot taking place, and if you try to find out whatever at the same time, you’ll stress out faster than a discount coffee machine.

When I first started, I obtained overwhelmed rapidly. The user interface was confusing (it’s better now), and I had not been certain where to start.

My recommendations? Begin with the essentials– like CRM and organizing– after that layer in the automations and funnel builder when you’re ready. And don’t even think of launching into SaaS mode till you’ve mastered the core system.

Training Materials Need a Transformation

GoHighLevel’s continuous updates are incredible, yet they come with a catch: the training videos are typically out-of-date.

You’ll see a walkthrough on YouTube, most likely to try it on your own, and realize … that switch doesn’t also exist any longer.

For a system this effective, I truly think they ought to prioritize updating the aid docs and tutorials in real-time. New individuals shouldn’t have to guess their method through.

Hidden Costs Slip Up on You

The pricing looks straightforward. And it sort of is.

But there are add-on expenses that aren’t very obvious up until you start digging. You’ll pay additional for:

  • SMS and telephone call
  • Email sending out (through Mailgun or similar)
  • AI features
  • Some integrations

It’s not insane costly– and honestly, despite the attachments, it’s still more affordable than Frankensteining with each other a dozen devices. But it’s something you’ll want to factor right into your budget.

Client Support Can Be a Gamble

Let me be clear: the GoHighLevel group does care. You can also arrange a Zoom call with them, which is rare and really helpful.

But the live conversation and SMS support? Hit-or-miss.

Sometimes I ‘d message them and listen to crickets. Various other times, I would certainly get an answer but need to follow up multiple times before anything obtained settled.

Best choice? Make use of the Zoom calls if you need actual aid. Just do not rely upon fast conversation replies to conserve the day.

Overreliance on Stripe Is Limiting

Here’s the one large feature space: GoHighLevel leans heavily on Stripe for payments– specifically if you’re using SaaS mode.

If Stripe isn’t sustained in your nation or you favor an additional settlement processor, you’re out of good luck (in the meantime).

They did lately announce a Square integration, which is a promising step. Hopefully more flexibility is on the means. Yet as it stands, Stripe is the main show.

Final Verdict: GoHighLevel Mortgage Lender Playbook

If you’re seeking a platform that:

  • Changes half your tech pile
  • Automates your marketing and sales
  • Grows with your service
  • Offers serious income possibility through SaaS mode.

… then yes, GoHighLevel is 100% worth your time.

It’s not perfect. You’ll need patience, a determination to learn, and possibly a little caffeine. Once you’ve got it dialed in? Game-changer.

And hi there, if you’ve ever before desired for running your very own software program firm or marketing agency, this may be your possibility– without requiring a group of designers or a Silicon Valley budget plan.

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