GoHighLevel For Mortgage Brokers: Simplify Your Tech Stack!

So, you’ve read about GoHighLevel and now you’re questioning if it’s the ideal move for your business. Possibly somebody hyped it up. Possibly you saw the buzz online regarding it being an “all-in-one” marketing option. In either case, you’re here, searching for a real-deal malfunction. No fluff, no sugarcoating. GoHighLevel For Mortgage Brokers..

Well, you’re in the right place.

Because after using GoHighLevel for a couple of years, I have actually seen it all– the highs, the frustrations, and the hidden treasures. Let me walk you via what it’s really like to use this beast of a system, so you can determine if it’s a smart suitable for you.

GoHighLevel: A Giant

Let’s not dance around it– GoHighLevel is insanely powerful. It’s like providing your service a Pocket knife. You get CRM devices, marketing automation, funnels, visit organizing, e-mail and SMS campaigns, social networks DMs, subscription areas, sites, pipelines … the listing takes place.

However below’s the important things no one tells you in advance: it requires time to find out. You will not simply register and quickly seem like a marketing wizard. There’s a contour. But if you want to climb it? The payback is big.

What You’ll Love

You Can Finally Ditch All the Various Other Tools

Ever feel like your organization is duct-taped together with 10 different apps? One for emails, one more for funnels, something else for SMS, and don’t neglect your booking software application. Oh, and your CRM.

Yeah … exhausting.

GoHighLevel adjustments that. It replaces basically every little thing– except your repayment gateway. (We’ll talk extra regarding that later on.) You won’t have to juggle tabs or hope Zapier does not glitch out. Everything remains in one location. And that alone? Well worth the rate of admission.

Seriously, I used to lose hours babysitting integrations. Currently, I don’t even think about it.

It Keeps Getting Better. Like, Daily

A lot of platforms roll out updates a couple of times a year. Perhaps as soon as a quarter if you’re fortunate.

GoHighLevel? They’re on terminal velocity.

I have actually seen brand-new features drop in the very same week– even on the same day– several times. One day it’s a new integration with Square, the next it’s updated video uploads, after that all of a sudden there’s a brand-new social coverage tool. It’s wild.

The growth group is regularly paying attention to users (yes, you) and actually carrying out demands. You want something included? There’s a great chance it’ll turn up on the roadmap and actually obtain developed. That type of responsiveness is uncommon.

Communicate With Your Target Market Every Means Possible

This component? Large.

You’re not just stuck with e-mail and SMS anymore. GoHighLevel lets you talk with your individuals across platforms– telephone call, voicemail declines, Facebook DMs, Instagram, TikTok, WhatsApp, website conversation … the whole shebang.

And the best part? All those messages funnel into one simple conversation tab. One inbox. Say goodbye to searching down a roaming Instagram message or failing to remember to respond to a message. It’s in place. Tidy. Simple. Workable.

SaaS Mode, The Huge Leagues

This’s a game-changer if you have actually obtained business blood in your capillaries.

SaaS mode allows you rebrand the platform as your own software and resell it. Seriously. You set your own pricing, slap your very own logo on it, and boom– you’ve obtained a whole new earnings stream.

It’s not quite “establish it and forget it”, but it’s certainly near-passive income. And unlike providing services, where you’re limited by time and ability, offering a white-labeled system ranges. Fast.

If you’re already serving customers or you have actually got an audience, this might unlock a totally brand-new income layer for you.

Automation That Maximizes Your Life

Ever obtain stuck doing the same monotonous tasks over and over? Client onboarding, follow-ups, rescheduling … it consumes your day before you even get to the fun stuff.

GoHighLevel’s automation workflows fix that.

You can build multi-step, multi-channel workflows that trigger based on actions– send out a follow-up SMS after a person publications, support leads with e-mail sequences, auto-tag contacts in your CRM, routine visits, you name it.

It’s powerful– virtually intimidatingly so at first. But once you establish it up? Life-changing. You’ll ask yourself just how you ever took care of without it.

It’s Not Just for Agencies; GoHighLevel For Mortgage Brokers

Back in the very early days, GoHighLevel was plainly made with digital marketing agencies in mind. And yeah, it’s still killer for companies. Now? It’s means more available.

If you run a regional service– state a dentist, a health and fitness workshop, a real estate firm– this platform can be your friend. You don’t need a marketing degree to make it help you.

Also better, GoHighLevel supplies “snapshots”– primarily prebuilt templates with funnels, automations, emails, and a lot more customized for details markets. Load one up and you’re midway done currently.

And at $97/month for the starter plan? It’s a heck of a deal compared to assembling everything along with other devices that nickel and dime you right into a $500 tech stack.

Now for the Not-So-Great Parts

Alright, let’s be real for a sec. GoHighLevel isn’t remarkable. It’s loaded with power, but there are a few peculiarities you need to know before diving in.

Some Features Cost Extra

GoHighLevel charges added for certain things– primarily e-mail, phone, SMS, and AI services. Not a lots of money, however it’s something to variable right into your budget.

What insects me is that the pricing web page doesn’t really mean this out clearly. You have to dig with the aid facility to figure it out. Directly? I believe they should be much more upfront concerning that.

Still, using Twilio or Mailgun with GoHighLevel is typically cheaper than going all-in on standalone platforms. So in the grand system, you’re still probably saving cash.

The Customer Assistance? It’s a Variety

Below’s where things get a little rocky.

On one hand, GoHighLevel supplies Zoom support calls– which is incredible and truthfully above and past what many platforms give you.

But on the other hand? Their live chat and SMS assistance can be frustratingly slow-moving or unhelpful. I have actually needed to chase after support associates for follow-ups greater than when. And I’ve received text messages with flat-out incorrect details (like telling me my free trial was ending … when it wasn’t).

So yeah– for important stuff, book a Zoom. Don’t depend on conversation GoHighLevel For Mortgage Brokers.

The Training Materials? Pretty Outdated

This is just one of my largest complaints.

Due to the fact that GoHighLevel updates frequently, their help docs and video tutorials frequently obtain left in the dust. You’ll be attempting to comply with a tutorial, only to understand the screenshots and instructions are from, like, 2021.

If you’re new and counting on those resources, it can be frustrating. That said, the community is active, and there are lots of upgraded walkthroughs drifting about on YouTube and Facebook teams. You’ll figure it out– just prepare to Google a couple of points.

Stripe or Bust

Here’s an odd limitation: to use SaaS mode and some of the rebilling features, you have to make use of Stripe.

Now, Stripe is fantastic if you remain in the united state or other supported countries. But if you’re not? This could be an issue. There are various other settlement integrations like PayPal and now Square, however they do not cover every little thing (yet).

Ideally, that’ll alter quickly. Square integration is still brand-new, and there’s broach expanding its performance. Fingers went across.

It Can Be Overwhelming, Specifically for Newbies

Let me claim this loud and clear: GoHighLevel is not “plug and play”.

If you’re brand-new to sales funnels, automations, or CRMs, the learning curve is real. You’re not going to understand whatever in a day.

Honestly, do not even attempt. Beginning with the fundamentals– possibly consultation scheduling or funnel production– and develop from there. Attempting to learn whatever simultaneously is a recipe for exhaustion.

Likewise, the user interface isn’t super user-friendly. Some settings remain in your Agency view, others in your Sub-Accounts. Expect to really feel a little lost in the beginning. Totally normal.

Once it clicks? You’ll feel like a magician.

Verdict

Here’s the bargain: GoHighLevel isn’t for everyone.

If you desire something dead-simple, like Mailchimp or Calendly, this possibly isn’t the platform for you. There’s too much power under the hood for it to be “very easy” out of package.

However if you’re developing a significant business and you want one tool to run the whole point– marketing, CRM, sales, automations, support– then of course, GoHighLevel is 100% worth a look.

I do not regret changing. Not also a little. And once you get the hang of it? You’ll probably ask yourself how you ever before lived without it.

So go ahead, take the jump. Simply give yourself time to find out the ropes.

You’ll thank yourself later.

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