Let’s face it– handling different tools to run your organization or company is a substantial time-suck. One platform for email. One more for funnels. A third for appointment scheduling. And do not even get started on CRM and automation … GoHighLevel Mortgage Lender Playbook
Noise acquainted?
That’s exactly the discomfort GoHighLevel assures to get rid of.
But is it really the all-in-one marketing and sales giant you’ve been searching for– or simply another overhyped system that leaves you assembling solutions?
Let’s chat. Since if you’re running a digital firm, training business, and even simply hustling as a solopreneur, this testimonial could just save you from an additional round of tool-hopping.
What Is GoHighLevel?
Photo this: instead of bouncing in between 5 different systems– your CRM, email marketing tool, funnel builder, schedule scheduler, training course system, and extra– you log into one location. That’s GoHighLevel in short. It’s designed for digital agencies (yet likewise helps training course developers, instructors, consultants, and company) who wish to settle their operations and scale efficiently.
CRM? Examine.
Email campaigns? Examine.
Sales funnels? Training course production? Online reputation administration? All there.
Oh, and it can be totally white-labeled under your brand name. Yep– your logo design, your domain, your guidelines.
However like any kind of platform with this many features, it has its quirks. And we’ll get to those.
First Impressions
The first time you log in, you could seem like you strolled right into a busy coworking space– there’s a lot taking place. The control panel is filled with data: lead sources, conversion prices, pipeline sights, tasks, custom-made KPIs … the works.
The design? Functional, yet yeah, it has a few harsh sides. You’ll find essential setups scattered throughout like confetti at a celebration– some on the left panel, others in the far appropriate edge. It’s one of those “you’ll figure it out” circumstances. But once you do? You’ll move via it fast.
Want various dashboards for yourself and your customers? You can create several. Want to arrange reports by campaign or account? Entirely practical.
Structure Funnels and Websites
GoHighLevel’s funnel and website builder is … really pretty slick.
To get going, you’ll need to set up a sub-account (generally a specialized space for every customer). Then you hop right into “Websites” �’ “Funnels” and boom– you prepare to build. If you have actually utilized tools like ClickFunnels or Elementor previously, this will feel acquainted.
The drag-and-drop builder is solid. You can stack areas, add personalized code, reuse worldwide aspects, and tweak templates to match your brand name or your customer’s vibe.
Do not intend to go back to square one? You’ve overcome 1,000 funnel templates ready to go.
And here’s something I truly value– Snapshots. Let’s state you build a killer funnel that converts like crazy. With Snapshots, you can clone it right into another client’s sub-account immediately. Video game. Changer.
You can additionally run split examinations, import funnels from ClickFunnels (great touch), and add automation sets off right into your funnel actions. For example, when someone sends a type, it can begin an email sequence or SMS message without you lifting a finger.
Email Marketing: Powerful, Yet With Cautions
Okay, time for a little real talk. GoHighLevel’s e-mail marketing can be powerful– but it’s not best. Especially if you’re coming from systems like ActiveCampaign or ConvertKit.
Let’s begin with the good things:
- You can build email sequences and campaigns effortlessly.
- Automation is strong– assume deserted cart emails, support circulations, onboarding collection.
- You can add dynamic triggers based upon user behavior.
- Emails can be scheduled, sent promptly, or perhaps tied to time zones.
So far, so good.
Yet right here’s the twist: GoHighLevel does not include endless email sends out. You obtain a base allocation (depending upon your plan), but once you review, you’ll pay per e-mail– regarding $0.01 per send out. That may not sound like much up until you’re emailing hundreds of contacts every week.
To improve deliverability, GHL recommends using Mailgun, which adds yet one more layer of arrangement and cost. And many customers (me included) have actually discovered that deliverability prices aren’t constantly stellar– often even 30% reduced compared to committed email tools.
The email template collection? Kinda underwhelming unless you’re on the $497/month SaaS plan. Otherwise, you’ll be designing most emails from the ground up or saving your very own templates along the road.
So if email is the core of your marketing technique, this could not be your permanently home. But if it’s simply one part of a bigger funnel? You’re golden.
CRM and Automation: Seriously Robust
This is where GoHighLevel begins flexing.
Its integrated CRM gives tools like ClickFunnels and also Salesforce a run for their money. You can:
Track leads via aesthetic pipelines.
Score leads based on interaction or actions.
Add notes, tags, and smart listings.
Merge communication channels (SMS, e-mail, FB Messenger).
Designate tasks, schedule appointments, and see whatever in one location.
And the automation? Chef’s kiss.
You can build custom-made workflows with triggers like:
- When a form is sent …
- If a tag is included …
- After a link is clicked … GoHighLevel Mortgage Lender Playbook
- When a lead books a visit …
These automations can then send out e-mails, designate leads, fire off SMS messages, upgrade CRM phases, or even go down voicemails. All without you lifting a finger.
Seriously, if you’ve ever before wished you could duplicate on your own to stay on par with follow-ups? GoHighLevel is as close as it gets.
Visit Booking, Programs and Communities
GoHighLevel does not quit at simply marketing.
You also obtain a powerful appointment scheduling system integrated– complete with calendar syncing, time zone detection, tips, and automated follow-ups. No requirement for Calendly anymore.
Want to launch a course? GHL takes care of that, also.
You can:
- Post video, sound or PDF lessons.
- Offer single, free or subscription-based access.
- Honor training course certifications.
- Drip content or release everything at the same time.
- Package training courses with your marketing funnels and CRM.
It’s not quite as polished as Kajabi or Thinkific, but it’s sufficient to supply a strong instructional experience. Particularly if your training course is linked to a wider deal– like a coaching bundle or onboarding program.
Online Reputation Monitoring: Sleek and Smart
You understand those automated “Hey, please leave us an evaluation!” messages you wish more organizations sent out?
GoHighLevel automates that for you.
After an acquisition or interaction, it can automatically send SMS or email evaluation requests (also QR codes!). You can even filter who sees your public review links– so if somebody’s unhappy, they’re rerouted to a personal feedback type rather.
You can keep track of and reply to reviews throughout systems like Google, Facebook, and Yext– all from one display.
This allows. Due to the fact that let’s be truthful: great evaluations market. And if you’re managing this for customers? You have actually just included a high-value service to your offering without added work.
Social Network Management
Yep, you check out that right.
The Social Planner device inside GHL lets you post, routine, and handle content across several systems. Believe Buffer or Hootsuite– minus the added subscription.
You can plan posts, modify material for every platform, and assess exactly how points carry out. It’s straightforward, tidy, and incorporated with your CRM, meaning you can even automate messages as part of a campaign.
For agencies, this adds significant value.
Integrations, Applications and SaaS Mode
If you like dabbling, GoHighLevel plays nicely with others. You can link:
- Zapier
- Stripe
- QuickBooks
- Google Advertisements
- Twilio
There’s also an App Marketplace loaded with over 350 integrations– some totally free, some paid. You and your customers can mount what you require, and leave the remainder.
However here’s where it obtains spicy: the SaaS Reseller Program.
With the $497/month SaaS plan, you can:
White-label the platform under your very own brand name
Develop unrestricted client accounts
Establish your own pricing (GHL calls for $97/mo minimum).
Include or eliminate features from client sites.
Bundle in your solutions for higher recurring revenue.
It’s not simply using GoHighLevel anymore. Now you own a software program service.
Verdict: GoHighLevel Mortgage Lender Playbook
If you’re a company, trainer, or company tired of duct-taping your technology pile with each other, GoHighLevel could be your new friend.
It’s not perfect. The UI can be cumbersome. Email deliverability might use job. And yeah– those additional charges can sneak up on you.
But also for what it uses? It’s a beast.
You have actually got CRM, automation, funnels, web sites, scheduling, programs, reviews, and much more– done in one control panel. And the reality that you can re-sell it as a white-label SaaS? That’s the cherry on top.
So if you prepare to quit handling 10 devices and start running a much more structured, rewarding organization?
GoHighLevel might simply be your following power action.
Just … possibly maintain a separate budget for emails.