GoHighLevel Mortgage Automation Guide

/ CRM, GHL / By

GoHighLevel Mortgage Automation Guide

If you manage loans in ClickUp or any other platform and need a proven way to retain mortgage clients, GoHighLevel offers a ready-made automation playbook you can deploy quickly. This guide shows you exactly how to access, install, and use the mortgage retention and referral system so you can deliver a better client experience and close more deals with less manual work.

What the GoHighLevel Mortgage Playbook Does

The mortgage retention and referral automation playbook inside GoHighLevel is designed to keep you top-of-mind with clients long after closing. It provides structured follow-up, referral requests, and reviews so you can build a steady pipeline from past customers.

With this playbook, you can:

  • Maintain consistent post-closing communication.
  • Increase client satisfaction and repeat business.
  • Generate more referrals from happy borrowers.
  • Automate key touchpoints that are easy to forget when done manually.

The system is delivered as a prebuilt automation package you can import into your GoHighLevel account and customize to match your process.

How to Access the GoHighLevel Playbook

You can access the full Happy Clients, More Closings: Mortgage Retention & Referral Automation Playbook directly from the official GoHighLevel knowledge base.

  1. Open the official playbook article here: Mortgage Retention & Referral Automation Playbook.
  2. Confirm you are logged into your GoHighLevel agency or sub-account.
  3. Review the overview and any requirements listed on the source page.

The source article provides the import link or access instructions for the automation so you can pull it directly into your account.

Preparing Your GoHighLevel Account

Before installing the mortgage retention playbook, ensure your GoHighLevel account is ready for automation.

Step 1: Confirm Basic Settings in GoHighLevel

Make sure your core settings are configured correctly:

  • Business name, logo, and contact info are added.
  • Time zone and date formats are correct.
  • Phone numbers and email sending domains are verified.

These settings ensure automated messages from GoHighLevel display accurate branding and contact details.

Step 2: Set Up Pipelines and Calendars

While the playbook focuses on retention and referrals, it will perform best when your core sales infrastructure in GoHighLevel is in place.

  • Create or confirm your mortgage sales pipeline.
  • Set up calendars for consultations or reviews, if needed.
  • Align pipeline stages with your loan process so triggers fire at the right time.

Installing the GoHighLevel Mortgage Playbook

Once your account is ready, you can import the playbook from the GoHighLevel support page.

Step 3: Use the Import Link from GoHighLevel

  1. On the playbook knowledge-base page, locate the section that references importing or installing the workflow.
  2. Click the provided button or link to copy the automation into your selected GoHighLevel sub-account.
  3. Wait for the system to finish importing the workflows, campaigns, and related assets.

After the import completes, you will see the new automation components in your account.

Step 4: Review Imported Assets in GoHighLevel

In your sub-account, open each imported item and verify it matches your needs:

  • Workflows: Check triggers, wait steps, and actions.
  • Email and SMS templates: Review texts, subject lines, and branding.
  • Tags and custom fields: Confirm they align with your existing data structure.

Make notes of any wording or timing you want to adjust before going live.

Configuring the GoHighLevel Mortgage Automation

Configuration is where you tailor the generic playbook to your brand, timing, and audience. This step ensures your GoHighLevel automation feels personal and relevant.

Step 5: Customize Messaging in GoHighLevel

Open each message template included in the playbook and edit it to reflect your voice.

  • Insert your name, team name, and local details.
  • Adjust tone (formal or conversational) to match your brand.
  • Add links to review sites or referral forms where appropriate.

Keep the structure of the playbook messages, but rewrite text so it sounds like you, not a generic template.

Step 6: Adjust Timing and Triggers

The playbook uses specific time delays and events (such as a loan closing) to trigger communications. In GoHighLevel, you can refine this logic.

  • Review each wait step: days after closing, weeks after closing, and anniversary dates.
  • Confirm the trigger event in your pipeline (for example, moving a deal to a “Closed Won” stage).
  • Align automated touchpoints with your real-world mortgage process.

Proper timing is essential to keep follow-ups relevant and appreciated by clients.

Step 7: Map Tags and Custom Fields

The imported workflow may apply or read specific tags and fields when deciding which messages to send.

  • Match playbook tags to your existing GoHighLevel tagging system.
  • Ensure required custom fields (such as loan close date) exist and are being filled.
  • Update automation actions if you prefer different naming conventions.

Accurate data mapping ensures every portion of the mortgage automation runs without errors.

Launching the GoHighLevel Playbook

After configuration, you can activate the workflow and begin using it with real clients in GoHighLevel.

Step 8: Test the Workflow Internally

  1. Create a test contact in your GoHighLevel sub-account.
  2. Manually push this contact through your closing stage or trigger event.
  3. Monitor emails, SMS, and tasks triggered by the playbook.

Confirm all links, merge fields, and timings behave as expected. Fix any errors before exposing the workflow to actual borrowers.

Step 9: Activate for Live Mortgage Clients

When you are confident in the automation:

  • Turn the main workflow status to active.
  • Inform your team about the new retention and referral sequence.
  • Begin processing new closings through the updated pipeline so triggers fire automatically.

As real clients move through your system, GoHighLevel will handle post-closing nurture and referral requests according to the playbook.

Optimizing Your GoHighLevel Mortgage Automation

After launch, track performance and refine your setup regularly for better results.

Step 10: Monitor Key Metrics in GoHighLevel

Use built-in reporting and manual tracking to measure:

  • Open and click rates for emails.
  • Reply rates for SMS and email.
  • Number of reviews and referrals generated.
  • Additional deals coming from past clients.

Identifying high-performing messages allows you to replicate their style and timing in other parts of your GoHighLevel setup.

Step 11: Iterate on Content and Cadence

Refine your automation in small, controlled updates:

  • Test alternative subject lines or call-to-actions.
  • Adjust delays between messages based on client feedback.
  • Update referral offers or incentives as your strategy evolves.

Each improvement compounds the effect of the mortgage playbook over time.

Where to Get More GoHighLevel Help

If you want expert assistance implementing or scaling this mortgage retention system, you can work with a specialized GoHighLevel consultancy such as Consultevo. They can help tailor the automation to complex pipelines, multi-branch teams, or integrated tech stacks.

For full technical details and any updates to the Happy Clients, More Closings: Mortgage Retention & Referral Automation Playbook, always refer to the official documentation on the GoHighLevel support portal. Following the steps in this guide, you can install, configure, and optimize the mortgage playbook so your clients feel supported, your brand stays visible, and your closings continue to grow.

Need Help With ClickUp?

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

Scale GoHighLevel

“`