GoHighLevel Mortgage Content Guide

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GoHighLevel Mortgage Content Strategy How-To Guide

If you manage your tasks in ClickUp but run your marketing in GoHighLevel, you can connect both worlds with a clear, repeatable content strategy. This how-to guide shows mortgage brokers exactly how to turn GoHighLevel into a simple content machine that attracts ideal borrowers, builds trust, and closes more loans without constant hustle.

Use this step-by-step framework to map your audience, plan content, and plug everything into GoHighLevel campaigns, workflows, and conversations.

Step 1: Clarify Your Ideal Mortgage Client in GoHighLevel

Before building any campaigns, get clear on who you want to work with. Then mirror that clarity inside GoHighLevel using tags, custom fields, and smart segments.

1.1 Define your three core borrower profiles

Create three simple profiles that reflect the most profitable and enjoyable clients for your mortgage business, such as:

  • First-time homebuyers
  • Move-up or upgrading buyers
  • Real estate investors or repeat buyers

For each profile, answer:

  • What do they want most in the next 6–12 months?
  • What are they worried, scared, or confused about?
  • What would make them feel confident choosing you over another broker?

1.2 Build matching fields and tags in GoHighLevel

Translate your profiles into data you can use in GoHighLevel:

  • Create custom fields like Borrower Type, Timeline, and Lead Source.
  • Add tags for each profile, such as FTB, Move-Up, or Investor.
  • Plan to apply these tags automatically through funnels, forms, or surveys.

This structure lets you send content that matches each borrower’s goals and stage in the process.

Step 2: Map Your Content Journey Inside GoHighLevel

Next, design a simple content journey that follows your leads from first contact to closed loan and beyond. GoHighLevel becomes your hub for every message, from initial education to long-term nurturing.

2.1 Outline the four key content stages

For each borrower profile, outline content for these stages:

  1. Discover – They learn you exist and see your expertise.
  2. Decide – They compare options and choose to book a call.
  3. Do the deal – They move through application, docs, and approvals.
  4. Delight & refer – They become repeat clients and referral partners.

Under each stage, brainstorm questions your ideal clients ask, like:

  • “How much do I need for a down payment?”
  • “What credit score do I really need?”
  • “How do I compare two loan options?”

2.2 Convert ideas into reusable GoHighLevel assets

Turn each question into one or more content assets you can store and send through GoHighLevel:

  • Short educational emails
  • Text message tips with links to longer resources
  • FAQ pages or blogs hosted on your site
  • Explainer videos or screen recordings

Save these as templates, snippets, or workflows so every new lead can benefit from the same proven messages.

Step 3: Build a Simple Lead Nurture System in GoHighLevel

Now, organize your content into a focused nurture system inside GoHighLevel. The goal is to stay helpful and present without chasing people manually.

3.1 Create a 7–14 day new-lead nurture campaign

Set up a campaign that every new lead enters automatically. Include:

  • Day 0–1: Welcome message, short intro, and link to book a call.
  • Day 2–4: Educational emails or texts answering the most common early questions.
  • Day 5–7: Case study or story showing how you helped a similar borrower.
  • Day 8–14: Light touch reminders, helpful tools (calculators, checklists), and a second call invite.

Use GoHighLevel workflows to:

  • Trigger the campaign when a form, funnel, or calendar is completed.
  • Branch messages based on tags or borrower type.
  • Stop the sequence if they book a call or start an application.

3.2 Use GoHighLevel pipelines to match content to stages

Set up a visual pipeline to track each contact:

  • New Lead
  • Contacted
  • Application Sent
  • In Underwriting
  • Clear to Close
  • Funded / Won

For each stage, assign a small set of content actions in GoHighLevel, such as:

  • Automatic status update emails
  • Reminders for missing documents
  • Closing prep checklists

Step 4: Turn FAQs Into Evergreen GoHighLevel Content

Your inbox and phone are full of repeated questions. These are perfect inputs for scalable content that GoHighLevel can deliver automatically.

4.1 Collect real questions from daily conversations

For one to two weeks, write down every question clients and prospects ask, including:

  • During discovery calls
  • In email threads
  • By text or social media

Group them into themes like:

  • Credit and income
  • Down payment and costs
  • Rates and loan types
  • Timeline and documentation

4.2 Create simple answer templates in GoHighLevel

Write clear, non-technical answers for each question and store them as:

  • Email templates you can drop into any conversation
  • SMS templates with short, direct replies and links
  • FAQ page links you can send with one click

Use GoHighLevel’s snippets or reusable blocks so your team can respond consistently and quickly while staying on brand.

Step 5: Plug Content Into Daily Mortgage Operations With GoHighLevel

To close more loans with less hustle, your marketing content must live inside your day-to-day operations. GoHighLevel allows you to connect content to tasks, statuses, and communication channels.

5.1 Standardize client updates through GoHighLevel

For each major milestone in the loan process, define:

  • The exact message clients should receive
  • Who sends it (you or your team)
  • Channel: email, SMS, or both

Then, build workflows in GoHighLevel to trigger these messages when a deal moves stages in your pipeline. This reduces “What’s happening with my loan?” calls and increases trust.

5.2 Create a post-close nurture sequence in GoHighLevel

After funding, add each client to a long-term nurture campaign, for example:

  • Month 1–3: Thank-you messages, homeownership tips, review requests.
  • Month 6–12: Check-ins about rate environment and financial goals.
  • Yearly: Annual mortgage review invites and equity updates.

Use GoHighLevel to segment by close date and loan type so messages remain relevant and timely.

Step 6: Keep Improving Your GoHighLevel Mortgage System

A content system works best when you refine it continuously based on real responses and results.

6.1 Track performance inside GoHighLevel

Review:

  • Email open and click rates
  • SMS reply rates
  • Appointment bookings from specific campaigns
  • Conversion rates from lead to closed loan

Identify which subject lines, messages, or sequences generate the most calls and applications, then reuse or expand your best performers.

6.2 Make small, regular content updates

Once a month, choose one small improvement:

  • Rewrite one underperforming email or SMS.
  • Add one new FAQ to your library.
  • Record a short video to explain a tricky concept.

Update the related templates and workflows in GoHighLevel so every future lead benefits from your latest and best version.

Next Steps and Additional Resources

To go deeper into the original mortgage broker content strategy this guide is based on, review the source tutorial here: Mortgage Broker Content Strategy.

If you want expert help designing or implementing your GoHighLevel setup, you can find consulting and implementation support at Consultevo.

With a clear client profile, mapped content journey, and a simple set of automated workflows, GoHighLevel can become the central system that turns your everyday mortgage expertise into consistent, scalable deal flow—without adding more manual follow-up or constant chasing.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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