Real estate
Buyer and seller tracks that never share a pipeline.
Professional services
The Mortgage 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.
- 29 workflows
- 7 funnels
- 3 pipelines
- 44 templates
Everything included in the Mortgage kit
7Funnels and websites
29Workflows
3Pipelines
3Calendars
12Forms and surveys
44Email and SMS templates
58Custom fields
26Custom values
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 29 workflows inside
These ten do the heavy lifting. The remaining 19 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 7 funnels
- 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 to install it
- 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: 26 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Mortgage snapshot questions
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.
Kits that neighbour this one
Take the mortgage kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.