CRM

GoHighLevel Loan Workflow Automation - Lending CRM

GoHighLevel (GHL) Workflow Automation Specialist

Business summary
Operations automation • Automate inbound/outbound communications with fast routing
  • Eliminated repetitive manual steps across the workflow
  • Faster response time and fewer missed handoffs
  • Error handling and edge-case coverage to reduce operational risk

What I built

Built an end-to-end loan-processing automation inside GoHighLevel (white-labeled as ScoutFlow) for a private lending business. I designed CRM workflows covering the full deal lifecycle: lead-source attribution capture from form surveys, loan application intake, term-sheet draft generation by state (MA & NYS), and partner/attorney approval steps that trigger borrower emails and internal notifications. Additional workflows handle urgent leads, repeat-borrower opportunities, proof-of-funds templates, tags and post-closing tracking. GHL pipelines and triggers move every deal from lead to funded.

Tech stack

GoHighLevel (GHL)GHL WorkflowsCRM AutomationLoan / Lending AutomationEmail / SMS AutomationGoHighLevelGHLScoutFlowPipelinesOpportunitiesEmail AutomationSMS AutomationLead AttributionLendingLoan AutomationDocument GenerationTriggers