GoHighLevel Mortgage Ad Blueprint

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How to Build a Mortgage Ad Funnel in GoHighLevel

If you manage loans and marketing in tools like ClickUp and want a proven ad process for mortgage leads, this step-by-step guide shows how to execute the original Mortgage Ad Strategy Blueprint inside GoHighLevel. You will move from basic account setup to live campaigns and automated follow-up that turn cold traffic into closed loans.

Using the strategy from the official blueprint, you will learn how to configure a specialized snapshot, customize the funnel and forms, and launch traffic that consistently feeds your loan pipeline.

Step 1: Prepare Your GoHighLevel Account

Before importing any assets, confirm your GoHighLevel account is fully ready to run mortgage campaigns.

  1. Confirm admin access
    Log in with an account that can manage sub-accounts, funnels, triggers, and integrations.

  2. Connect key integrations
    Inside GoHighLevel, connect:

    • Your primary email service (SMTP)
    • Your phone provider (Twilio or a connected system)
    • Your calendar for appointment booking
    • Your Facebook Business Manager and ad account

  3. Verify domain and tracking
    Set up a sending domain and funnel domain so your mortgage pages and emails look professional and trustworthy.

Step 2: Import the Mortgage Snapshot in GoHighLevel

The official Mortgage Ad Strategy Blueprint is delivered through a prebuilt snapshot that loads the complete system into your GoHighLevel sub-account.

  1. Open the source blueprint page
    Visit the original tutorial at this GoHighLevel mortgage blueprint link and follow the instructions to access the snapshot.

  2. Import the snapshot
    From the agency dashboard, use the snapshot import option and select the mortgage blueprint file or shared link.

  3. Assign the snapshot
    Choose or create the sub-account that will run your mortgage campaigns, then apply the snapshot so all funnels, automations, and assets are installed.

Step 3: Review the Mortgage Funnel in GoHighLevel

After the snapshot loads, you will see a complete mortgage lead generation funnel designed for cold traffic.

Key Funnel Assets in GoHighLevel

  • Lead capture page
    Optimized to qualify home buyers or refinance prospects with clear benefits and social proof.

  • Multi-step form
    Collects essential information such as loan type, credit range, property value, and contact details.

  • Thank you / next-step page
    Confirms submission, sets expectations, and pushes prospects toward booking a call.

Open each funnel step inside GoHighLevel and walk through the full experience as if you were a borrower. Confirm that the copy, questions, and flow match the mortgage products you offer.

Step 4: Customize Copy, Branding, and Forms

The snapshot is generic by design. You must adapt it to your local market, compliance rules, and personal branding inside GoHighLevel.

Branding and Compliance Updates

  • Add your logo, brand colors, and font choices on each funnel page.
  • Insert your NMLS number and any required license disclosures in the footer.
  • Update footer links to your privacy policy, terms, and consent language.

Form and Question Optimization in GoHighLevel

  1. Open the mortgage form editor.

  2. Confirm you collect:

    • Full name and best contact number
    • Email address
    • Loan purpose (purchase, refinance, cash-out, etc.)
    • Approximate credit score range
    • Estimated home value or price range

  3. Adjust fields with local-specific options or additional qualifiers you need for underwriting.

  4. Test the form and ensure each field correctly maps to contact custom fields in GoHighLevel so your automations can segment leads.

Step 5: Configure Automations in GoHighLevel

The blueprint relies on automated follow-up to convert new leads into booked appointments.

Core Mortgage Automation Workflow

  1. Lead capture trigger
    Create or review the trigger that fires when a lead submits the mortgage form or reaches a specific funnel step.

  2. Immediate confirmation
    Send an instant SMS and email confirming receipt of their information and explaining the next steps.

  3. Appointment push sequence
    Schedule a series of messages over the next few days that invite the lead to book a call on your calendar, using conditional logic in GoHighLevel to stop messaging once an appointment is set.

  4. Task creation and pipeline updates
    Automatically move each new lead into a dedicated mortgage pipeline stage and create a task for your team to review the file.

Suggested GoHighLevel Mortgage Pipeline Stages

  • New Lead
  • Contacted
  • Application Started
  • Submitted to Lender
  • Clear to Close
  • Funded

Build these stages inside the Opportunities section of GoHighLevel and ensure the automation moves contacts through them as they progress.

Step 6: Connect Calendars and Notifications

A critical part of the blueprint is getting borrowers onto your calendar quickly.

  1. Set up a dedicated mortgage calendar
    In GoHighLevel, create a new calendar specifically for mortgage consultations, with appropriate time blocks and buffers.

  2. Embed the booking widget
    Add the calendar widget to your thank-you page or a dedicated booking page in the funnel.

  3. Configure reminders and alerts
    Use GoHighLevel to send automated email and SMS reminders to reduce no-shows, and enable internal notifications so your team never misses a new booking.

Step 7: Launch Ads to the GoHighLevel Funnel

With your funnel and automations active, you are ready to drive traffic.

Basic Traffic Launch Checklist

  • Install the Facebook Pixel and any tracking codes on all funnel pages.
  • Set up a mortgage lead campaign in Facebook Ads Manager that sends visitors to your main lead capture page.
  • Use ad copy that mirrors the headline and offer found in your funnel to keep message match strong.
  • Target audiences based on homeowner interests, income ranges, or custom lists relevant to your geographic area.

Monitor early leads and use GoHighLevel reporting to see which ad sets and messages produce the most qualified applications.

Step 8: Optimize and Scale Inside GoHighLevel

Once your campaigns are running, you can keep improving results using built-in analytics and split testing.

Ongoing Optimization Tasks

  1. Track funnel metrics
    Review opt-in rates, appointment rates, and funded loans by source.

  2. Test funnel variations
    Use GoHighLevel to duplicate pages and test different headlines, images, or benefit statements.

  3. Refine automations
    Tune your SMS and email sequences based on reply rates and appointment show-up data.

  4. Improve speed to lead
    Configure instant call connect and internal alerts so new leads are contacted within minutes.

Next Steps and Additional Resources

The original Mortgage Ad Strategy Blueprint is built to be fully executed within GoHighLevel, and following the steps above will give you a complete, high-performing mortgage funnel from ad click to funded loan.

For implementation help, templates, and broader marketing systems that pair well with GoHighLevel, you can explore additional resources at Consultevo.

Revisit your funnel weekly, refine your messaging, and continue aligning your ads, pages, and automations until your mortgage pipeline consistently delivers qualified, ready-to-close borrowers.

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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