How to Customize CRM Fields and Folders in Go High Level
Every mortgage business is different, so your CRM should be built around the way you work.
One of the biggest advantages of Go High Level is the ability to customize your contact records with folders and fields that match your workflow. Instead of forcing your team to use a generic CRM, you can organize client information exactly how you want it.
In this guide, you'll learn how to customize CRM fields and folders in Go High Level so your team can stay organized, improve efficiency, and quickly access the information that matters most.
Why Customize Your CRM?
When every piece of client information is organized in the right place, your team spends less time searching and more time helping borrowers.
Customizing your CRM allows you to:
Organize client information more efficiently
Create a workflow that matches your mortgage process
Keep important loan details easy to find
Improve consistency across your team
Eliminate unnecessary fields that create clutter
A well-organized CRM makes every conversation, follow-up, and loan process much smoother.
Understanding Fields and Folders
Inside a contact record in Go High Level, you'll find folders on the left-hand side that organize different pieces of information.
For example, the default Contact Information folder includes fields such as:
First Name
Last Name
Nickname
Email Address
Phone Number
The real advantage is that these folders and fields are fully customizable.
You can add new ones, edit existing ones, move them around, or create an entirely new structure that fits your business.
Organize Your CRM with Custom Folders
Many mortgage professionals create folders that separate information by category.
Some examples include:
Loan Details
Store information related to the loan itself, such as financing details, loan programs, or qualification information.
Loan Parties
Keep track of everyone involved in the transaction, including borrowers, co-borrowers, Realtors, and other key contacts.
Loan Events
Organize important milestones and dates throughout the loan process, making it easier to monitor progress from application to closing.
Creating dedicated folders keeps your CRM cleaner and helps your team find information faster.
How to Reorder Folders
As your business evolves, you may want certain folders to appear before others.
Go High Level makes this simple.
Navigate to Settings, locate your folders, and drag and drop them into the order that works best for your team.
Putting your most frequently used folders near the top can save valuable time every day.
Customize Existing Fields
You aren't limited to the default setup.
Go High Level allows you to:
Rename existing fields
Move fields into different folders
Organize fields in a way that better supports your workflow
For example, if a field makes more sense under Loan Details instead of Contact Information, you can simply move it.
This flexibility allows you to build a CRM around your business instead of changing your business to fit your CRM.
Create Custom Fields
Need to collect information that isn't included by default?
Creating a custom field is easy.
Inside your CRM:
Open Settings
Select the appropriate folder
Click Create Field
Choose the field type
Name the field
Save it to the folder you want
Go High Level supports multiple field types, including:
Single line text
Multi-line text
Numbers
Phone numbers
Monetary values
Dropdown menus
Multiple-choice selections
Date pickers
This gives you the flexibility to capture virtually any information your mortgage process requires.
Build a CRM That Fits Your Workflow
One of the biggest advantages of custom fields is creating a CRM that matches how your team actually works.
Rather than forcing every loan officer to use the same generic setup, you can organize information based on your own process.
Whether you're tracking borrower information, loan milestones, referral partners, or internal workflows, customized folders and fields make your CRM easier to use and more valuable over time.
Best Practices
To keep your CRM organized:
Group similar information into folders.
Keep frequently used folders near the top.
Create only the fields you actually need.
Use clear, descriptive field names.
Review your CRM structure periodically as your business grows.
Keep your team consistent by using the same folder organization across your organization.
A clean CRM is easier to maintain and helps everyone work more efficiently.
Final Thoughts
Go High Level gives you complete control over how your CRM is organized.
By customizing folders, creating fields, and arranging information to match your workflow, you'll create a system that's easier to use, more efficient for your team, and better suited for serving your clients.
Taking a few minutes to organize your CRM today can save hours of frustration as your database continues to grow.
Get More Out of Go High Level with Hova Digital
Custom fields and folders are just one of the many ways you can tailor Go High Level to fit your mortgage business. When your CRM is built specifically for your workflows, your team can work more efficiently while providing a better experience for every client.
At Hova Digital, we help mortgage professionals implement Go High Level with mortgage-specific automations, lead nurturing systems, websites, AI tools, marketing campaigns, and ongoing training designed to help you grow your business.
Schedule Your Free Go High Level Consultation
Want to see how a fully customized Go High Level CRM can transform your mortgage business?
👉 Book your free consultation today:
https://hovadigital.com/consultation
