Done-for-you snapshot for mortgage businesses
Pre-qualification funnels, document chasing and realtor partner nurture for loan officers.
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Loan officers and brokerages who need pre-approvals and steady realtor referrals.
Half the enquiries want a number and nothing else, and there is no filter before they reach the loan officer.
Files stall for a week because a borrower has not sent one payslip and nothing is chasing it.
Referral partners send business when you are front of mind, and nothing keeps you there.
End to end
Here is what actually happens when a borrower finds you, once the Mortgage snapshot is imported and switched on.
Website
First the front door. A complete site with calculator pages, programme guides and applications, built the way mortgage brokers sell rather than the way a template designer imagined it.
Swap the logo, colours and business details on one settings screen and every page updates.
Intake form
Rather than "name and email", the intake captures the purchase price, the deposit and whether they are first-time buyers. That is the difference between a lead and a lead you can actually price.
Enrolled
The submit button creates the contact, applies the tags and starts the workflow. No copying into a spreadsheet, no "I will add them later", no borrower sitting in an inbox for two days.
Auto reply
Within seconds the borrower gets an email and an SMS that confirms the enquiry, sends the document checklist and offers a call slot. They came to you, they heard back, and they never had to wonder whether the form worked.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
Chat widget
The widget sits on every page and fields how much can I borrow, what rate can I get, what documents do you need. When the answer is good enough, it books the pre-qualification call without waiting for you.
AI receptionist
A ringing phone you cannot reach is a job going to a competitor. The AI receptionist takes a rate question at 10 PM the night before an offer, qualifies it and books it, at any hour.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
Pipeline
From there it is a pipeline, not a to-do list. New enquiry then Fact find complete then Decision in principle then Application submitted then Completed, with the right message firing at each stage.
Review
Dragging the card to Completed stops the chase sequence and starts the delivery one. When the loan completes, the review request goes out on its own.
How that request is filtered is worth its own section, below.
Problem and fix
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Mortgage snapshot.
The problem
Half the enquiries want a number and nothing else, and there is no filter before they reach the loan officer.
What removes it
Email and SMS keep going out on day one, three and seven without you remembering. The borrower hears from you more times than a competitor bothers with.
The problem
Files stall for a week because a borrower has not sent one payslip and nothing is chasing it.
What removes it
The pre-qualification call is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
Referral partners send business when you are front of mind, and nothing keeps you there.
What removes it
How much can I borrow gets answered in the moment, instead of the borrower closing the tab and asking someone else.
The spec sheet
Every feature ships pre-built inside your GoHighLevel, tuned for mortgage brokers and installed within 24 hours.
A 24/7 AI voice agent answers the phone, qualifies new borrowers and books the pre-qualification call. Even at 10 PM running the numbers.
A website chatbot that holds a real conversation with borrowers, answers the questions they always ask, and books the pre-qualification call without you touching it.
Reminders, no-show recovery, rate-drop alerts and milestone updates to close. Every borrower touchpoint handled over SMS.
Auto-reply to Google reviews and Business Profile questions in your own tone, within minutes, around the clock.
Capture Instagram DMs, qualify the borrower with AI, and route them straight into a booked pre-qualification call.
Instant Messenger replies that pre-qualify new borrowers and hand off to your team only when a person is genuinely needed.
Ask happy borrowers for a Google review at the right moment after the application, and route anything negative to you privately first.
Online booking that respects real availability, layered reminders and one-tap rescheduling, so the pre-qualification call calendar stays full and no-shows drop.
Borrower pipelines, a consistent tagging scheme, lifecycle flows and dozens of pre-built workflows. The brain of the snapshot.
A branded website built for mortgage brokers, with online booking, calculator pages, programme guides and applications. Included, not an add-on.
The complete GoHighLevel snapshot. Every funnel, pipeline, workflow, template and AI prompt, tuned for mortgage brokers.
A pre-qualification form captures credit band, down payment and timeline so the first conversation is with a real borrower.
Outstanding conditions trigger a reminder cadence until the file is complete.
Realtor partners sit in their own pipeline with scheduled value touches and co-marketing prompts.
Review harvesting
Asking for reviews by hand does not survive a busy week. The Mortgage snapshot asks every borrower automatically, then sends them down one of two paths depending on how they rate you.
As soon as the loan completes, an SMS and an email go out carrying one link. Nobody has to remember, and it lands while the application is still fresh in their mind.
Print the QR code and put it in the completion email and the welcome pack. A scan lands on the same page the text message links to.
The form opens on five stars and nothing else. Whatever the borrower taps routes them, and they never see the other path.
A five-star tap skips the form and opens the review box on the platform they choose, already loaded. The borrower types one sentence and it is public.
Ends up public
A four-star borrower usually has one specific complaint. This route asks for it in private, logs it against them, and puts it in front of you rather than the internet.
Stays private, lands on your desk
The result is a Google profile that reflects the borrowers who were happy, and an inbox that hears from the ones who were not. Both of those are worth more than a review request you never send.
An interactive calculator that gives a genuine answer and captures the lead in exchange.
Credit band, employment type, down payment and timeline captured before anyone books a call.
Outstanding document reminders escalate across SMS and email until the item lands.
A dedicated pipeline with quarterly touches, rate updates and co-branded campaign assets.
Past applicants get a triggered alert when a rate movement makes their file worth revisiting.
Borrowers receive automatic updates at application, underwriting, approval and clear-to-close.
Payback
One question decides whether this is worth buying: how many borrowers does it need to bring back. Type your average commission on one case and find out.
At $3,000 per completed case, the Mortgage snapshot pays for itself after
1completed case
One-time price $1,500. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-application to answer how much can I borrow.
A rate question at 10 PM the night before an offer gets answered at full attention. That is the window most mortgage brokers lose entirely.
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
The sequences run on their own. Most borrowers that go cold do so because nobody followed up a third time.
Complete GoHighLevel sub-account builds. Funnels, sites, pipelines, calendars and automations in one import.
A full site plus the campaign funnels the industry actually converts on, all mobile responsive.
Lead capture, nurture, reminders, review requests and reactivation, wired and ready to publish.
Opportunity pipelines named for how this industry sells, with automation attached at each stage.
Booking calendars configured with realistic durations, buffers and availability rules.
Qualifying intake forms that branch by enquiry type and feed the right pipeline.
Every message in every sequence written for the industry, not filled with placeholder text.
One settings screen drives business name, contact details, links and branding across every asset.
A consistent tagging scheme so segmentation and reporting work from day one.
5 stages
Loan pipeline from enquiry through to clear-to-close
8 calculators
Conventional, FHA, VA, USDA, jumbo, refinance and affordability tools available
Automatic
Document chasing until every outstanding condition is received
| Building it yourself | Mortgage Snapshot | |
|---|---|---|
| Time to a working build | 3 to 6 weeks of evenings | Same day |
| Copywriting for the industry | Written from scratch or borrowed | Included and industry-specific |
| Automation logic | Designed and debugged yourself | Built and tested |
| Ongoing updates | Your own maintenance | Free for a year |
| Reuse across clients | Rebuild or clone manually | Unlimited installs |
Done for you
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
No developer, no export files and no waiting on a build queue.
Have us install itCheckout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Something not covered here?Email usand a person will answer.
Not natively. Encompass, Arive or Byte remain the system of record. This handles acquisition, pre-qualification, document chasing and partner marketing around it.
The templates avoid rate promises and APR claims. Add your NMLS number, equal housing statement and any state-specific disclosure through custom values before you publish.
Yes. Each calculator is an embeddable funnel page that drops into any site with an iframe and still captures into your CRM.
In five steps, all automatic. The prebuilt site captures the borrower on an intake form that asks the purchase price, the deposit and whether they are first-time buyers. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the enquiry, sends the document checklist and offers a call slot. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running New enquiry, Fact find complete, Decision in principle, Application submitted, Completed, with automation attached to each stage.
It asks every borrower automatically as soon as the loan completes, by SMS and email, and via a QR code you can put in the completion email and the welcome pack. The rating they tap decides the path: five stars opens Google, Facebook or Trustpilot with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
It answers. A rate question at 10 PM the night before an offer is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
That is arithmetic rather than a promise: divide the one-time price by your average commission on one case. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of completed cases is margin.
A snapshot is HighLevel's native way of packaging a whole sub-account configuration. It captures funnels, websites, workflows, pipelines, calendars, forms, triggers and custom values as one transferable object. Loading a snapshot recreates that entire setup inside your own sub-account in a single step.
You receive a share link. Open it while logged into your agency account, pick the sub-account to load it into, and HighLevel imports everything. Then swap the custom values for your own details.
Loading a snapshot adds its assets alongside what is already there. It does not delete your existing funnels or workflows, though duplicate names can appear. Load into a fresh sub-account first if you want a clean look.
Yes. Your licence covers unlimited installs across sub-accounts you own or manage. What it does not permit is reselling or redistributing the snapshot file itself as a product.
Any agency plan works. Some features such as automated SaaS provisioning need the SaaS Pro tier, and those are flagged on the products that use them.
Email support with your sub-account ID. Most import issues come from a missing phone number, an unverified sending domain or a payment processor that has not been connected yet.
Start your GoHighLevel account through our link and we will take 15% off any snapshot you buy. Email us the account you signed up with and we apply it to your order.
We earn a commission if you sign up through that link, at no extra cost to you.Full disclosure.
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