GHL Weekly Breakdown: HighLevel for Loan Officers - Key Updates to Transform Your Mortgage Workflow!
105 بار بازدید -
4 ماه پیش
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Every week, we cut through
Every week, we cut through the noise to bring you the most impactful HighLevel updates that matter to you, the mortgage professionals. From streamlined task management on the conversations page to the integration of ChatGPT 4 Turbo, this week’s breakdown is packed with features designed to elevate your efficiency and keep you ahead in the game.
Here's everything covered:
- Notes & Tasks on Conversations Page: Manage your multitasking seamlessly within your conversations.
- ChatGPT 4 Turbo: Supercharge your client interactions with faster and smarter AI responses.
- Conversation AI on Mobile: Take your AI tools on the go with the latest mobile app version.
- Custom Dashboards in Snapshots: Streamline client onboarding with easily replicable dashboard setups.
- Ordered Document Signing: Control the sequence of signatures for better document management.
- Workflow UX Enhancements: Customize your workflow visibility and create new workflows more efficiently.
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Chapters
00:00 Introduction
00:20 Conversation View: Notes & Tasks
01:06 Support for ChatGPT 4 Turbo
02:18 Mobile Enhancements to Conversation AI
05:03 Custom Dashboards in Snapshots
07:53 Ordered Document Signing
09:40 UX Workflow Updates
10:37 Conclusion
4 ماه پیش
در تاریخ 1403/02/13 منتشر شده
است.
105
بـار بازدید شده