CRM Training: Managing Contacts, Tasks, Snippets, and Workflows

CRM Training: Managing Contacts, Tasks, Snippets, and Workflowsby: Deven GillenPublished on: 18/06/2026

Learn how loan officers can use GoHighLevel to manage contacts, tasks, snippets, workflows, emails, texts, and follow-up inside the Hova Digital CRM.

mortgage marketingGo High Level
CRM Training: Managing Contacts, Tasks, Snippets, and Workflows

How to Setup a Facebook Business Portfolio For Ads

How to Setup a Facebook Business Portfolio For Adsby: Christian ClarkPublished on: 14/01/2026

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.

mortgage marketingGo High Level
How to Setup a Facebook Business Portfolio For Ads

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