Go High Level Mortgage Pipeline Automation -- 2

Замовник: AI | Опубліковано: 15.02.2026
Бюджет: 750 $

I need a complete sales pipeline built inside GoHighLevel for an Australian-based mortgage brokerage. The goal is to take fresh leads from first contact right through to booked consultation calls, with as much automation as possible so my team can focus on closing. Here is what the finished system must do: • Capture new web and paid-ad leads directly into GoHighLevel. • Trigger an immediate SMS and voicemail drop, then staggered email and SMS follow-ups until the prospect responds. • Score each lead in real time based on engagement, loan size, and timeframe so hot prospects surface automatically. • Offer a self-serve calendar link that syncs to our diaries, locking in phone or Zoom appointments without back-and-forth. • Hand qualified opportunities across to Broker Engine, keeping contact details, notes, and deal stage fully in sync. Account access to GoHighLevel and Broker Engine is ready; you will work in my live environment. The workflow must respect Australian privacy regulations, be easy for staff to edit, and include clear naming conventions so we can expand later. Delivery is complete when the pipeline stages, automations, lead-scoring rules, and calendar pages are all live, tested end-to-end with sample leads, and documented in a brief Loom walkthrough plus a one-page SOP.