Go High Level Trainings
How to Create Your Own Shortened Links
For loan officers, every link you share should make it easier for someone to take the next step. Whether you are sending a borrower to your application, sharing a calendar link with a real estate agent, promoting a first-time buyer guide, or posting
How to create and manage Gohighlevel task
For loan officers, follow-up is everything. A borrower might say they are going to finish their application later. A real estate agent might ask you to check back next week.
Stop Re-Explaining Yourself. Use Text Snippets Instead.
If your whole day is filled with texting clients the same answers to the same questions over and over again, this video is for you. Learn how to create snippets inside of GHL.
I Created a Funnel From Gemini and Put It In GHL
I built an insanely good looking funnel inside of Gemini, created a webhook to tell Gemini to send data over to my CRM, and created one simple backend automation to help with organization.
How to Import Contacts Into Your CRM in GoHighLevel: A Step-by-Step Guide
In this quick read, we go over exactly how to organize and import contacts into your CRM
Keeping Realtor Partners Warm: How to Never Let Anybody Slip Through the Cracks
Loan officers: turn real estate agents into a repeatable, trackable referral machine. In this video, you’ll build a simple 3-stage Agent Pipeline and automate next steps so no relationship goes cold. We’ll cover pipeline design, stage definitions, automation triggers that protect your memory and boost conversion. Perfect for Go High Level, Salesforce, or any CRM with pipelines.
How To Send a Video Over Text in GHL: 3 Quick Ways LOs Boost Replies
Learn how to send videos by text in HighLevel using a few simple, proven workflows. Covers direct one-to-one sends, quick mobile recordings, and automated video messages. Includes best practices, common pitfalls to avoid, and ready-to-use messaging ideas designed to increase replies and start more conversations. Built so you can apply it immediately and share it with your team.
How to Create a Smart List in GoHighLevel for Loan Officers
Smart Lists inside GoHighLevel allow loan officers to automatically organize contacts based on real behavior and data, not manual sorting. When set up correctly, they become the foundation for smarter follow-up, cleaner pipelines, and better conversion without adding more work. This guide breaks down the thinking behind Smart Lists and how loan officers can use them strategically inside GHL.
How Loan Officers Use A.I. to Build a High-Converting GHL Workflow
Step-by-step for mortgage pros: use A.I. to plan, build, and launch a GoHighLevel (GHL) workflow that captures, qualifies, nurtures, and books in people that want to refinance—automatically.
How to Setup a Facebook Business Portfolio For Ads
Struggling with a messy business portfolio or never created one? In this video I show loan officers exactly how to set up a Meta Business Portfolio the right way. First business portfolio creation, then we move to Pages, Ad Accounts, Pixels, etc. so you can track effectively and avoid as many "bumps in the road" as humanly possible.
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