Build Mortgage GHL Subagency Platform
Budget: $2 – $8 USD
I already run a couple of GoHighLevel instances and now want to branch out under someone’s agency plan as a full sub-account. Once I’m in, I’ll close one of my current accounts and migrate the best funnels, campaigns, and automations into the new space. You NEED to already own a GHL as I would be coming in under your agency acount
The core objective is mortgage and refi lead generation, so every workflow needs to be tailored to loan officers. I also want to push the envelope on AI: please wire ChatGPT and any reliable automated calling solution (think Lindy.ai or something comparable) directly into the GHL pipeline so that outbound voice, SMS, and email sequences feel truly conversational and hands-off.
Beyond the initial build, I need month-to-month tech support focused on regular system updates—keeping integrations current, refreshing automations when GHL rolls out new features, and ensuring the AI caller keeps pace with compliance changes. If you’re comfortable adding troubleshooting or new feature rollouts down the road, that flexibility is a plus, but the routine updates are the only non-negotiable.
Key milestones I’m envisioning:
• Subagency setup under your existing GHL license with full white-label access
• Migration or recreation of my proven funnels, tags, pipelines, and triggers
• Integration of ChatGPT + chosen AI calling tool, end-to-end tested
• Live walkthrough and hand-off documentation
• Ongoing monthly update cadence agreed and scheduled
If you have the agency seat available and experience melding AI with GHL for mortgage pros, let’s talk timelines and get this rolling.
The core objective is mortgage and refi lead generation, so every workflow needs to be tailored to loan officers. I also want to push the envelope on AI: please wire ChatGPT and any reliable automated calling solution (think Lindy.ai or something comparable) directly into the GHL pipeline so that outbound voice, SMS, and email sequences feel truly conversational and hands-off.
Beyond the initial build, I need month-to-month tech support focused on regular system updates—keeping integrations current, refreshing automations when GHL rolls out new features, and ensuring the AI caller keeps pace with compliance changes. If you’re comfortable adding troubleshooting or new feature rollouts down the road, that flexibility is a plus, but the routine updates are the only non-negotiable.
Key milestones I’m envisioning:
• Subagency setup under your existing GHL license with full white-label access
• Migration or recreation of my proven funnels, tags, pipelines, and triggers
• Integration of ChatGPT + chosen AI calling tool, end-to-end tested
• Live walkthrough and hand-off documentation
• Ongoing monthly update cadence agreed and scheduled
If you have the agency seat available and experience melding AI with GHL for mortgage pros, let’s talk timelines and get this rolling.