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Go High Level Strategy for Brokers: Automate Workflows & Boost ROI

Anthony from Fusemate shows brokers how to simplify and automate their business using Go High Level (GHL). From mapping workflows to leveraging automation, AI, and dashboards, brokers can free up time, improve visibility, and focus on growth. This episode is packed with practical steps that brokers can implement today

BrokerToolsAnthony Puttee
BrokerTools & Anthony Puttee
January 26, 2026
Podcast Transcript

[0:00] ROI & The Social Media Trap Katey: How do you measure ROI? Anthony: You’re better off closing deals and doing settlement processes, not trying to figure out social media management. Focus on the 20-30% of tasks only you can do. Tracking ROI is about visibility—making sure your calls, deals, and leads are reported correctly in a custom dashboard.

[1:28] Introducing GoHighLevel Katey: We’re catching up with Anthony from Fuse Mate to talk all things GoHighLevel. It’s an all-in-one platform for lead flow, landing pages, and automated follow-ups.

[2:42] AI Tools: ChatGPT vs. Claude Katey/Anthony: Discussion on AI "co-pilots." ChatGPT is great for conversational research; Claude is better for code, structure, and writing without "going off the rails."

[3:52] Anthony’s Journey: From The Avengers to Automation Anthony: I started in video game VFX and entertainment (working on The Avengers). When I started my own publishing business, the "golden goose" was the automation I built to manage it. I got to the point where I only spent a few hours a day in the business because the systems handled the delivery.

[7:52] Why GoHighLevel Wins Anthony: Incumbents like HubSpot are often too expensive with long contracts. HighLevel provides that same power in one place. In 2026, people want "less is more." They want to stop duct-taping tools together. It’s a flat fee, not a "per user" cost.

[13:34] Where to Start: The "Jobs to be Done" Framework Anthony: Grab a one-page Google Doc. Write down your "Jobs to be Done." Map your process like a recipe for a cake.

  1. Lead comes in.
  2. Send automated confirmation.
  3. Move to "Signed" stage. Once you see the stages, you can build the "System Map" in GHL.

[18:06] Multi-Vertical Management Katey: You can separate pipelines for mortgage, commercial, and asset finance but keep the data interconnected via custom fields. It’s a "bag of Lego bricks"—you build what you need.

[21:39] Focused CRM vs. Settlement Tools Katey: GHL is a "focused CRM." We use it to capture and nurture leads, then push that data to a platform like Broker Engine for the actual settlement work.

[24:39] Dashboards & Visibility Anthony: Visibility is a huge problem. With GHL, you can build custom dashboards to see exactly how many deals closed yesterday or are pending tomorrow. You don't need external tools like Google Data Studio anymore.

[26:38] Security & Compliance Anthony: GHL offers audit logs, execution logs, and SOC2 level data security. For US users needing HIPAA compliance, they even offer dedicated server migrations to meet those standards.

Podcast With Anthony from Fusemate | Go High Level Specialist & Automation Expert

Today Brokers face an overwhelming number of tools, CRMs, and marketing tasks.

From managing leads to tracking deals and measuring ROI, inefficiencies can eat up valuable time.

In this episode of Broker Tools, Anthony from Fusemate shares how Mortgage Brokers, Asset and Commercial Finance Brokers can simplify their systems, leverage automation, and grow their business using Go High Level.

Episode Links

▶️ WATCH TO THE FULL PODCAST HERE: https://youtu.be/7qHfvgmCu1w

🎧 LISTEN ON SPOTIFY: https://open.spotify.com/episode/24MTpkmN6O430cQeHYJbLr?si=ShL8MlKoRvez316OBSe1Pg

🌐 VISIT FUSEMATE WEBSITE HERE: https://www.fusemate.io

The Core Problem With Lead Management Software

You might be spending too much time juggling multiple tools for lead management, marketing, and client communication. Without a centralised system, it’s difficult to track progress, measure ROI, and maintain visibility across all client interactions. This chaos slows growth and creates unnecessary stress.

The Big Shift: One Platform to Rule Them All

Anthony explains that using a single platform like Go High Level can transform a broker’s workflow. Instead of bouncing between CRMs, email tools, and marketing platforms, brokers can now manage lead follow-ups, automated campaigns, and client communication in one place. This shift allows brokers to spend more time closing deals and less time managing tools.

Key Takeaways for Brokers

  • Start with “Jobs to Be Done”: Map out daily tasks and pipeline stages before building in Go High Level.
  • Automate Your Processes: Use automation for reminders, follow-ups, and document workflows.
  • Use Dashboards for Visibility: Track leads, deals, and ROI in real time.
  • Segment Pipelines by Service Line: Mortgage, commercial, and asset finance pipelines can be interconnected for multi-service clients.
  • Leverage AI & Creative Tools: Improve lead generation, client engagement, and marketing without additional platforms.

How Go High Level Connects to Broker Growth

Streamlining systems allows brokers to work on their business rather than in it. With automation and visibility, brokers can make informed decisions, optimise workflows, and enhance client experiences. This efficiency drives growth, increases revenue, and frees up time to focus on strategic priorities.

Practical Next Steps for Brokers

  1. Document Your Workflow: Write down all daily tasks, calls, and follow-ups.
  2. Identify Automation Opportunities: Pinpoint areas to automate in Go High Level.
  3. Build Pipelines: Create separate pipelines for mortgage, commercial, and asset finance.
  4. Set Up Dashboards: Track leads, deals, and ROI in one central view.
  5. Start Small & Scale: Begin with essential automations, then expand as confidence grows.

Watch The Process Mapping Guide Here:

Video preview

Listen to the Full Episode

Hear Anthony break down his journey from publishing to Fusemate, and learn actionable steps for leveraging Go High Level to grow your brokerage.

Want to do the One Page exercise? Check out that process here: [insert link]

Read The Book:


Anthony references frameworks like “Jobs to Be Done” to map processes—great reading for Brokers looking to systemise their business.

⚠️ Disclaimer: This content is for educational and research purposes only and does not constitute financial, legal, or business advice. Always conduct your own due diligence before implementing systems, tools, or operational changes in your business. Some links or recommendations mentioned may be affiliate partnerships, meaning we may earn a commission at no additional cost to you if you choose to engage with a product or service. This helps support the ongoing creation of educational content. All opinions remain independent and based on research and experience.

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FuseMate

Reliable. Profitable. Scalable Go High Level & website Support.

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