GoHighLevel Guide for Mortgage Brokers

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GoHighLevel Social Media Guide for Mortgage Brokers

ClickUp is a popular productivity tool, but when you want a complete marketing and communication system for mortgage brokers, GoHighLevel offers a powerful way to manage social media, leads, and client conversations in one place. This how-to guide walks you step-by-step through a daily social posting and engagement routine so you can stay consistent, build authority, and generate more mortgage leads.

This article is based on the official Social Media Domination system for mortgage brokers described in the GoHighLevel support resources and adapts it into a clear, actionable workflow.

Why Use GoHighLevel for Mortgage Broker Social Media

As a mortgage broker, your social profiles are often the first place prospects see your brand. Using GoHighLevel to organize your daily social media activity helps you:

  • Show up consistently on multiple platforms.
  • Stay top-of-mind with real estate agents, buyers, and past clients.
  • Turn every post into an opportunity for conversations and applications.
  • Track replies and leads in a single dashboard.

The method outlined below is designed to keep your daily social workflow simple while still driving high engagement.

Overview of the GoHighLevel Daily Domination Routine

The Social Media Domination routine recommended in GoHighLevel documentation is built around doing a focused block of work every day. You will:

  1. Post one piece of original content.
  2. Follow and connect with new people.
  3. Engage with other people’s content.
  4. Reply to comments and messages.

All of this can be organized and tracked through your GoHighLevel account to make sure you never miss a follow-up.

Step 1: Plan Your Mortgage Broker Content in GoHighLevel

Before you start posting every day, you need a simple content plan. Using GoHighLevel to map this out lets you reuse ideas and stay consistent.

Define Your Core Content Topics in GoHighLevel

Gather ideas that matter to your mortgage audience, such as:

  • First-time homebuyer tips.
  • Interest rate updates and policy changes.
  • Step-by-step explanations of the loan process.
  • Credit score improvement advice.
  • Success stories and client testimonials.

Store these topic ideas as notes, tasks, or pipeline stages inside your GoHighLevel workspace so you always have something ready to post.

Create a Simple Weekly Posting Framework

Use GoHighLevel to organize a repeatable pattern. For example:

  • Mondays: Short educational posts (loan terms, FAQs).
  • Tuesdays: Rate or market updates.
  • Wednesdays: Stories or case studies.
  • Thursdays: Tips for agents or referral partners.
  • Fridays: Lifestyle or community-focused posts.

This light framework keeps you from overthinking what to post and fits easily into the GoHighLevel calendar and task system.

Step 2: Post Daily Using the GoHighLevel System

Your daily post does not have to be long. Focus on clear, helpful content with a simple call to action.

How to Structure a Mortgage Social Post in GoHighLevel

Each day, create a post that follows this straightforward pattern:

  1. Hook: One sentence that calls out your audience’s problem.
    Example: “Wondering how much you really need for a down payment?”
  2. Value: 2–4 short lines explaining a tip or insight.
  3. Call to action: Invite people to message or comment.
    Example: “Send me a message with ‘DOWN PAYMENT’ and I’ll send you a quick breakdown for your price range.”

You can draft, store, and schedule versions of these posts across different platforms using GoHighLevel or your preferred posting workflow, then log the activity as tasks or notes so it appears in your daily agenda.

Rotate Platforms While Tracking in GoHighLevel

Keep your daily workload manageable by rotating attention between platforms:

  • Day 1: Facebook.
  • Day 2: Instagram.
  • Day 3: LinkedIn.
  • Day 4: TikTok or YouTube Shorts.

For each day, record which platform you focused on inside GoHighLevel so you can see where results are coming from.

Step 3: Grow Your Audience Using GoHighLevel Tasks

The original Social Media Domination process puts a big emphasis on finding new people every day. GoHighLevel makes this repeatable with simple daily tasks.

Find New Prospects to Follow and Add to GoHighLevel

Spend 10–15 minutes per day on the platform you are focusing on and:

  • Find local real estate agents.
  • Search for homebuyer groups or local community groups.
  • Look for people engaging with real estate content in your area.

When you find someone relevant:

  1. Follow or connect with them.
  2. Like or comment on one of their recent posts.
  3. Add them as a contact in GoHighLevel with a short note about where you found them.

This creates a growing list of warm connections you can stay in touch with through the GoHighLevel CRM.

Use GoHighLevel Pipelines to Track Social Leads

To remain organized, you can create stages in a pipeline such as:

  • New Social Contact.
  • Engaged (commented or messaged).
  • Booked Call.
  • Application In.
  • Closed Loan.

Move contacts through these stages as they interact with you across social media. GoHighLevel will then give you a clear view of how social engagement turns into live mortgage opportunities.

Step 4: Engage Daily and Log Conversations in GoHighLevel

Posting alone is not enough. The GoHighLevel Social Media Domination approach emphasizes conversations.

Engage With Other People’s Content

Every day, spend a few minutes to:

  • Like posts from real estate agents and local businesses.
  • Leave thoughtful comments (more than “Nice!” or “Great post”).
  • Share especially useful posts with your own audience, with credit.

Each time you have a meaningful interaction, note it under the contact record in GoHighLevel so you remember who is active and supportive.

Reply to Comments and DMs Through GoHighLevel Workflows

Check your notifications on each platform and respond to:

  • Comments on your posts.
  • Direct messages about mortgage questions.
  • Story replies and quick reactions.

When a conversation looks like a potential lead, create a task or opportunity in GoHighLevel to book a discovery call or pre-approval appointment. This keeps you from losing track of warm prospects.

Step 5: Create a Repeatable GoHighLevel Checklist

To make the Social Media Domination process sustainable, turn it into a short, daily checklist inside GoHighLevel.

Sample Daily Checklist for Mortgage Brokers

  • Post one piece of content on your focus platform.
  • Connect with 5–10 new people (agents, buyers, influencers).
  • Comment on 5–10 posts from others.
  • Reply to all comments on your content.
  • Respond to messages and log leads in GoHighLevel.
  • Move any active social leads along your pipeline.

Set this checklist up as a recurring task in GoHighLevel so it appears every workday. You can then mark each item complete in a few minutes.

Step 6: Measure Results and Optimize in GoHighLevel

As your daily habits compound, track what works best and adjust your strategy.

Metrics to Watch Inside GoHighLevel

Use your GoHighLevel data and platform analytics to monitor:

  • Number of new contacts added from social media each week.
  • Amount of conversations started from posts and comments.
  • Appointments or applications created from social leads.
  • Closed loans that started from a social interaction.

When you notice certain post styles or topics leading to more leads, create more content around those ideas and schedule them into your weekly pattern.

Additional Resources for Optimizing GoHighLevel

To go deeper into automation, funnels, and CRM workflows for mortgage brokers, you can explore implementation guides and services at Consultevo. They specialize in building scalable systems around platforms like GoHighLevel for service professionals.

You can also review the original Social Media Domination for Mortgage Brokers guide on the official help portal here: GoHighLevel Social Media Domination for Mortgage Brokers. That resource outlines the core concepts that this how-to article expands into a daily routine.

Putting the GoHighLevel Social System Into Action

By following this structured daily routine inside GoHighLevel, you will build consistent visibility, stronger relationships with real estate agents, and more inbound borrower conversations. Start with a simple content plan, commit to one focused daily session, and let GoHighLevel handle the organization, tracking, and follow-up so your social media presence becomes a reliable source of high-quality mortgage leads.

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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