Why it Matters:
Many of our clients use GoHighLevel to manage lead follow-up, marketing automation, and client communication. This integration helps reduce duplicate data entry and creates a smoother workflow between your website, POS, and CRM tools.
Client Impact:
Teams can configure trigger conditions and send lead data or documents into GoHighLevel more efficiently, helping improve follow-up speed and reduce manual work.
Non-QM Workflow Support
Loanzify POS workflows now fully support non-QM deals.
Why it Matters:
Not every borrower fits into a standard mortgage application flow. Non-QM scenarios often require different documentation, and asking for irrelevant standard income or asset documents can create confusion for borrowers and extra cleanup for your team.
Client Impact:
Admins can now add Non-QM document request items so borrowers receive more relevant requests based on the loan scenario. This helps create a cleaner borrower experience and supports more flexible loan workflows.
Easier Zapier Setup
Zapier setup has been simplified.
Why it Matters:
Zapier is often used to connect LHP3 activity with other business tools. Making the setup process easier helps teams launch integrations faster and reduces the number of steps needed to access the required connection details.
Client Impact:
Users can now access their API token directly from the LHP3 integration settings with fewer clicks, making Zapier configuration faster and easier.
Realtor Partner Video Visibility
Loan Officers now have a dedicated Partner Videos area in both the mobile app and web dashboard.
Why it Matters:
Partner-created video content is an important part of referral partner engagement, but it can be difficult for Loan Officers to know when partners are actively creating content. This update gives LOs better visibility into partner marketing activity so they can stay informed, follow up when appropriate, and better support their referral relationships.
Client Impact:
Loan Officers can now view partner-created videos in one place and may receive email and push notifications when a partner creates a video. Videos are view-only and cannot be shared or downloaded, which helps maintain compliance controls.
Updated Notification Preferences
Notification settings have been updated to make them clearer and easier to manage.
Why it Matters:
As more activity happens inside the mobile app, clear notification controls become increasingly important. Users need to understand what types of alerts they are receiving and whether those alerts are related to Loan Officer activity, borrower activity, or consumer-facing interactions.
Client Impact:
Users can better distinguish between Loan Officer and consumer notification settings, including new consumer notification options. This should make notification preferences easier to understand and manage.
Daily Activity Emails for mobile app
Daily and weekly digest emails now include more detailed activity information.
Why it Matters:
Activity digests are most valuable when they help users quickly identify where follow-up may be needed. More detailed digest emails give teams a better view of individual user activity without needing to manually search through multiple areas of the platform.
Client Impact:
Users can more easily follow up on installs, calculator activity, videos, carousel activity, and other engagement signals. This helps teams identify active prospects, partner activity, and potential follow-up opportunities faster.
Social Media Improvements
Several reliability improvements have been made across social media and content workflows.
Why it Matters:
Consistent previews, reliable post formatting, and clear upgrade prompts are important for users who rely on social media tools to create and share content quickly. These updates help reduce confusion and create a smoother content creation experience.
Client Impact:
Preview thumbnails now render more consistently, duplicate post text issues have been corrected, and upgrade prompts behave more reliably across the applicable workflows.
