For mortgage brokers

Mortgage Broker Snapshot

You take rate enquiries, get people pre-approved, chase documents and keep referral partners warm — and every one of those stalls the moment somebody has to remember to send the next message.

$79$197one-time · yours to keep
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What you're gettingOne-time

Mortgage Broker Snapshot

Funnels & website7
  1. 1.Free mortgage consultation booking funnel
  2. 2.Rate enquiry funnel
  3. 3.“How much can I borrow?” calculator funnel
  4. 4.Pre-approval application funnel (fact-find)
  5. 5.Refinance review funnel
  6. 6.Survey / quiz funnel (“What loan suits me?”)
  7. 7.Personal broker website (about you, services, reviews, book)
Email & SMS automation13
  1. 8.Speed-to-lead reply (instant SMS + email + booking link)
  2. 9.Pre-meeting fact-find & document request
  3. 10.Meeting reminder & prep sequence
  4. 11.Post-meeting follow-up sequence
  5. 12.Rate-quote follow-up sequence
  6. 13.Document collection reminders (stop on upload)
  7. 14.Loan status updates (SMS at every stage)
  8. 15.Pre-approval expiry reminder
  9. 16.Fixed-rate / rate-lock expiry review
  10. 17.Settlement congratulations & review request
  11. 18.Annual loan review & anniversary check-in
  12. 19.Not-ready / lost-lead long-term nurture
  13. 20.Past-client rate-drop reactivation
Estimates & payments3
  1. 21.Broker fee checkout & invoicing
  2. 22.Text-to-pay invoices
  3. 23.Failed payment recovery workflow
CRM & calendars7
  1. 24.Loan pipeline (8 stages)
  2. 25.Referral partner list & nurture (agents, accountants)
  3. 26.Consultation calendar (in-person, phone, Zoom)
  4. 27.Follow-up / application meeting calendar
  5. 28.Google & Outlook calendar sync
  6. 29.Confirmation, reminder & reschedule links
  7. 30.No-show & cancellation rebook workflow
Lead capture & AI6
  1. 31.Facebook & Instagram lead nurture
  2. 32.Missed-call text-back
  3. 33.Google Business Profile lead capture & review requests
  4. 34.AI booking assistant (answers FAQs, books meetings, hands off to you)
  5. 35.AI website chatbot (rate, borrowing & eligibility FAQs)
  6. 36.AI SMS conversation assistant (qualifies and replies instantly)
Setup & compliance4
  1. 37.Mortgage custom tags, fields & values
  2. 38.SMS opt-in & unsubscribe compliance
  3. 39.A2P 10DLC brand & campaign registration
  4. 40.SMS opt-in wording & compliance fields

Every component is listed by name in What's included below.

Total components40
You paySave $118
$79
Sound familiar?

The problem was never GoHighLevel. It was the blank account.

Where it breaks

Mortgages do not fall over at underwriting. They stall in the chasing: the rate quote nobody followed up, the pre-approval that went cold, the client sitting on documents for a fortnight, and the agent who sent you three deals last year and has not heard from you since.

What this fixes

This snapshot does the chasing. Rate quotes get followed up, pre-approval nurture runs on its own, document reminders go out until the file is complete, and referral partners stay warm without you booking a single coffee.

Here's the shortcut

Import the Mortgage Broker Snapshot. 40 components built for mortgage brokers — pipelines, funnels, calendars and the follow-up you keep meaning to write.

It's priced to be an easy yes — $79 for a finished GoHighLevel build, not a demo of one.

Buy This SnapshotInstant Access
The difference

Same account, one import later

Nothing here is exotic. It's the unglamorous automation every business needs and almost nobody finishes building.

Before
  • A blank sub-account and a weekend of clicking
  • Rate quotes sent once and never chased
  • Pre-approvals that go cold inside a week
  • Clients sitting on documents for a fortnight
  • Consultations booked over text and half-remembered
  • Referral partners you have not spoken to since spring
  • Rate drops your old list never hears about
After
  • A configured account in the time it takes to make coffee
  • Rate-quote follow-up that runs until they reply
  • Pre-approval nurture running whether you log in or not
  • Document reminders that run until the file is complete
  • Consultation confirmations and reminders fire automatically
  • Referral partners kept warm on a schedule
  • Rate-drop campaigns that reactivate past enquiries
Buy This SnapshotInstant Access
What's included

Every piece, already built

40 pre-built pages, pipelines, calendars and workflows — imported into your account in minutes.

Funnels & website

  • Free mortgage consultation booking funnel
  • Rate enquiry funnel
  • “How much can I borrow?” calculator funnel
  • Pre-approval application funnel (fact-find)
  • Refinance review funnel
  • Survey / quiz funnel (“What loan suits me?”)
  • Personal broker website (about you, services, reviews, book)

Email & SMS automation

  • Speed-to-lead reply (instant SMS + email + booking link)
  • Pre-meeting fact-find & document request
  • Meeting reminder & prep sequence
  • Post-meeting follow-up sequence
  • Rate-quote follow-up sequence
  • Document collection reminders (stop on upload)
  • Loan status updates (SMS at every stage)
  • Pre-approval expiry reminder
  • Fixed-rate / rate-lock expiry review
  • Settlement congratulations & review request
  • Annual loan review & anniversary check-in
  • Not-ready / lost-lead long-term nurture
  • Past-client rate-drop reactivation

Estimates & payments

  • Broker fee checkout & invoicing
  • Text-to-pay invoices
  • Failed payment recovery workflow

CRM & calendars

  • Loan pipeline (8 stages)
  • Referral partner list & nurture (agents, accountants)
  • Consultation calendar (in-person, phone, Zoom)
  • Follow-up / application meeting calendar
  • Google & Outlook calendar sync
  • Confirmation, reminder & reschedule links
  • No-show & cancellation rebook workflow

Lead capture & AI

  • Facebook & Instagram lead nurture
  • Missed-call text-back
  • Google Business Profile lead capture & review requests
  • AI booking assistant (answers FAQs, books meetings, hands off to you)
  • AI website chatbot (rate, borrowing & eligibility FAQs)
  • AI SMS conversation assistant (qualifies and replies instantly)

Setup & compliance

  • Mortgage custom tags, fields & values
  • SMS opt-in & unsubscribe compliance
  • A2P 10DLC brand & campaign registration
  • SMS opt-in wording & compliance fields
Why not the other options

Not just another “free” snapshot offer

There are two other ways to get a configured GoHighLevel account. Here's honestly how they compare.

Most free snapshot offers
  • One snapshot at a time
  • An affiliate sign-up, often
  • Days of hunting them down
  • Usually nobody to ask when it breaks
Building it yourself
  • Whatever you manage to finish
  • Weeks of your own time
  • Learning the platform in production
  • You debug it yourself
This snapshot
  • Built specifically for mortgage brokers
  • One-time payment, $79
  • Imported in minutes, live within a day
  • Reach us for after-sales help
Buy This SnapshotInstant Access
The honest answer

Why is $197 of work only $79?

Fair question — it's the first thing we'd ask too. The build already exists. You're paying for the work, not for someone to sit down and do it again.

Which leaves two things worth saying plainly.

  • Priced to be an easy yes, not a hard sell

    The Mortgage Broker Snapshot is $79 — less than a single client invoice. Nothing is trimmed or gated behind a higher tier; what's listed on this page is what lands in your account.

  • Some people do hire us for more

    Some businesses need more than a starting point. They need a funnel built around their audience and what converts. That's our business; this snapshot is the sample.

No surprises. Nothing here is locked, trimmed or time-limited. What lands in your account after checkout is the finished build, not a demo of one.

Licence & usage

Use it for your business or your clients

Every snapshot, workflow pack and agent build is made for flexible use. Install it in your own GoHighLevel account, or deploy it in the client accounts you manage as part of your services.

Included

Your own account

Install this snapshot in your own GoHighLevel account and use it for your own business, for as long as you like.

Included

Your client accounts

Deploy this snapshot in the client sub-accounts you run, as part of the services you sell. No per-client fee and no limit from us.

Not allowed

Reselling it as a product

You cannot resell, publish or redistribute this snapshot itself as a standalone download, template or product.

A perpetual, non-exclusive licence — yours to keep, with no renewal. Full wording in the licence terms.
What happens next

Three steps, about a minute

  1. 01

    Buy now

    Fill in the purchase form right on this page and complete payment — no separate checkout page.

  2. 02

    Check your email

    Your snapshot link arrives within a minute or two of the payment clearing, along with your Stripe receipt.

  3. 03

    Import your snapshot

    Open the link while logged into GoHighLevel, pick the sub-account, confirm — and start using it.

Buy now

Get the Mortgage Broker Snapshot

One checkout, and the snapshot lands in your inbox minutes later.

What you're gettingOne-time

Mortgage Broker Snapshot

Funnels & website7
  1. 1.Free mortgage consultation booking funnel
  2. 2.Rate enquiry funnel
  3. 3.“How much can I borrow?” calculator funnel
  4. 4.Pre-approval application funnel (fact-find)
  5. 5.Refinance review funnel
  6. 6.Survey / quiz funnel (“What loan suits me?”)
  7. 7.Personal broker website (about you, services, reviews, book)
Email & SMS automation13
  1. 8.Speed-to-lead reply (instant SMS + email + booking link)
  2. 9.Pre-meeting fact-find & document request
  3. 10.Meeting reminder & prep sequence
  4. 11.Post-meeting follow-up sequence
  5. 12.Rate-quote follow-up sequence
  6. 13.Document collection reminders (stop on upload)
  7. 14.Loan status updates (SMS at every stage)
  8. 15.Pre-approval expiry reminder
  9. 16.Fixed-rate / rate-lock expiry review
  10. 17.Settlement congratulations & review request
  11. 18.Annual loan review & anniversary check-in
  12. 19.Not-ready / lost-lead long-term nurture
  13. 20.Past-client rate-drop reactivation
Estimates & payments3
  1. 21.Broker fee checkout & invoicing
  2. 22.Text-to-pay invoices
  3. 23.Failed payment recovery workflow
CRM & calendars7
  1. 24.Loan pipeline (8 stages)
  2. 25.Referral partner list & nurture (agents, accountants)
  3. 26.Consultation calendar (in-person, phone, Zoom)
  4. 27.Follow-up / application meeting calendar
  5. 28.Google & Outlook calendar sync
  6. 29.Confirmation, reminder & reschedule links
  7. 30.No-show & cancellation rebook workflow
Lead capture & AI6
  1. 31.Facebook & Instagram lead nurture
  2. 32.Missed-call text-back
  3. 33.Google Business Profile lead capture & review requests
  4. 34.AI booking assistant (answers FAQs, books meetings, hands off to you)
  5. 35.AI website chatbot (rate, borrowing & eligibility FAQs)
  6. 36.AI SMS conversation assistant (qualifies and replies instantly)
Setup & compliance4
  1. 37.Mortgage custom tags, fields & values
  2. 38.SMS opt-in & unsubscribe compliance
  3. 39.A2P 10DLC brand & campaign registration
  4. 40.SMS opt-in wording & compliance fields

Every component is listed by name in What's included above.

Total components40
You paySave $118
$79

Fill in the form below to complete your purchase — your snapshot arrives by email within a minute.

Secure checkoutVISAAMEXEmailed in minutes.

Licence: use it in your own account and in your client sub-accounts. Reselling it as a standalone product is not permitted.

By purchasing, you'll receive this snapshot and a Stripe receipt by email.

Want every snapshot instead of just this one? Get all of them for $567 at /get-snapshots.

Get all snapshots →
Before you ask

Questions about the Mortgage Broker Snapshot

Can I install this in my clients' accounts?
Yes. Your licence covers deploying this snapshot across the client sub-accounts your agency runs, as part of the services you sell — there is no per-client fee and no cap from us. Install it in your own GoHighLevel account as well.
Can I resell it as a template or digital product?
No. The licence is perpetual and non-exclusive for your own and your clients' accounts, but you may not resell, publish or redistribute this snapshot itself as a standalone download, template or product. Charging clients for the work you do with it is fine — selling the thing itself is not.
What exactly is a GoHighLevel snapshot?
A snapshot is a fully configured copy of a GoHighLevel account that transfers into yours through a share link. Import it and GoHighLevel rebuilds all 40 components listed on this page — the funnels, pipelines, calendars, workflows and written messages — inside the sub-account you choose.
How much does it cost?
$79, one-time — not a subscription. Built from scratch, the same setup would run about $197.
How soon is it live after I buy?
The import link is emailed within a minute or two of payment, along with your Stripe receipt, and importing takes a couple of minutes. It isn't fully live the instant it lands, though — phone numbers, A2P 10DLC registration and the AI assistant's training still have to finish on GoHighLevel's side, so plan on about a day before everything is sending.
Do I need a GoHighLevel account already?
Yes — a snapshot is a GoHighLevel configuration, not a standalone file, so it needs an account to import into. You can buy before you have one; the link doesn't expire.
Will importing overwrite what's already in my account?
No. Imported into a fresh sub-account it builds everything cleanly, with nothing to undo. Imported into an account that already has assets, GoHighLevel adds the snapshot's items alongside your own rather than replacing them — so a new sub-account is the simplest way to start.
Can I edit the funnels, workflows and messages?
Yes — everything is yours to edit once imported. Your business name, offer and booking link are stored as custom values, so changing them in one place updates every message across the whole snapshot.
What if this isn't exactly my niche?
It's built for mortgage brokers, but the appointment handling, missed-call text-back, review requests and reactivation flows are industry-agnostic and quick to relabel. Want one built specifically for your niche instead? Ask and we'll quote it.
Last thing

You can keep rebuilding the same account, or import the Mortgage Broker Snapshot tonight.

$79, one checkout. Nothing expires and there's nothing to cancel.

Buy This SnapshotInstant Access

(Secure checkout via Stripe. Instant access after payment.)

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