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✏️ Click any text in the preview to edit it directly, or use the sidebar fields.
Personal Email — LO sends to their client database
📋 How to launch this email in GoHighLevel
Follow these once — takes about 5 minutes. The greeting fills in each person's name automatically, so there's nothing to type per contact.
  1. Fill in your details in the left sidebar — name, title, NMLS, phone, email, headshot, and brand color. The preview updates live.
  2. Click “⤓ Download Email HTML” at the bottom of the sidebar and save the file somewhere you'll find it.
  3. In GoHighLevel, go to Marketing → Emails → Templates, click + New → Blank Template, then open the code view (the < > icon).
  4. Right-click the downloaded file → Open with → Notepad. Select all (Ctrl+A), copy (Ctrl+C), and paste it into GoHighLevel's code box.
  5. Save the template. The greeting Hey {{contact.first_name}}, pulls each contact's real first name automatically — for a mass send, leave it exactly as-is. (Optional: for a one-off personal send, type a name in the “Email greeting name” field in the sidebar before downloading and it'll hard-set that name instead.)
  6. Create your send: Marketing → Campaigns (or a Workflow email), pick this template, choose your contact list, and Send or Schedule.
  7. Always send yourself a test first (GoHighLevel → “Send test email”) to confirm your photo, colors, and links look right on your phone before it goes out.
✅ The unsubscribe link is already built in with GoHighLevel's {{unsubscribe_url}} tag — you're compliant out of the box.
✏️ Click any text in the preview to edit it directly.
Company Social — posted from CLEAR Home Loans accounts
Copy-ready caption (Instagram / Facebook)
Say hey to the newest face at CLEAR Home Loans — [Loan Officer Name]! 🤍 [She/He/They] joins us with [X]+ years of experience and a real heart for helping people home. Straight answers, real options, and a process that actually feels clear — that's the CLEAR difference. If you're buying or refinancing, [First Name] is ready to help. 📞 [(843) 000-0000] 📧 [jane@clearhomeloans.com] 🔗 clearhomeloans.com #CLEARHomeLoans #AClearWayHome #Mortgage #WelcomeToTheTeam
Copy-ready caption (LinkedIn)
We're proud to welcome [Loan Officer Name] to CLEAR Home Loans, a division of Aspire Home Loans, LLC. [She/He/They] joins us from [previous company] with [X] years in [specialty] — [key stat]. That's exactly the kind of honest, client-first lending we're built on: straight answers, real options, and a mortgage process that actually feels clear. Welcome to the team! 📍 [market area] #CLEARHomeLoans #Mortgage #TeamGrowth #AClearWayHome
✏️ Click any text in the preview to edit it directly.
LO Personal Social — the LO posts on their own accounts
Copy-ready caption (Instagram / Facebook)
Big news 🤍 I've joined CLEAR Home Loans! After [X] years at [previous company], I made a move I'm genuinely excited about. CLEAR is built on straight answers, real options, and zero surprises — exactly how I've always wanted to work for you. Same me. A clearer way home. Whether you're buying, refinancing, or just have a question — I'm here. 📞 [(843) 000-0000] 📧 [jane@clearhomeloans.com] 🔗 [clearhomeloans.com] #AClearWayHome #CLEARHomeLoans #Mortgage #NewChapter
Copy-ready caption (LinkedIn)
I'm excited to share that I've joined CLEAR Home Loans, a division of Aspire Home Loans, LLC. After [X] years at [previous company], I made this move because CLEAR is built on the values I've always worked by — straight answers, real options, and a mortgage process that actually feels clear. For my past clients: same dedication, stronger platform, and even more ways to help you win. If you're thinking about buying or refinancing, let's talk. 📞 [(843) 000-0000] 📧 [jane@clearhomeloans.com] NMLS #[000000] · Company NMLS #1955132 #AClearWayHome #CLEARHomeLoans #Mortgage #NewRole
Email Signature — one for new emails, one for replies
✏️ Uses the same details, photo, brand color & logo from the sidebar. Pick New-email or Reply, then Copy or Download for Outlook.
Removes the background for a clean studio look. Runs on your device — nothing is uploaded. (Upload a headshot in the sidebar first.)
New Outlook / Outlook on the web strips pasted-in images. Turn the fix ON before copying — your photo & icons are stored on this CLEAR tool and linked instead, so they survive the paste.
Fastest way: click Copy signature → Outlook → File ▸ Options ▸ Mail ▸ Signatures ▸ New → paste (Ctrl+V) → Save. Send yourself a test.
Using “New Outlook” or Outlook on the web? Its signature screen is Settings ▸ Accounts ▸ Signatures — turn ON the 🪟 New Outlook fix above first, then Copy and paste there. If a paste ever loses its images or looks like plain text, that switch is the cure.
Business Card — print-ready, on-brand, compliant
✏️ Auto-filled from the sidebar — your photo, brand color, name & contact. Pick your layout, then download the print-ready PDF and upload it to Vistaprint (or any printer). 3.5"×2" with bleed & crop marks baked in.
Layout
Front
Back
QR points to
Standalone QR for flyers, signs & postcards — the link it opens is printed underneath so you always know where it points.
Back tagline Type your own to replace the corporate tagline on the back — leave empty to keep it.
Photo
Uploads nothing — the background comes off right on your device (private & free). Put the clean cut-out on your card, or save the transparent PNG to reuse on flyers, signs & social. (Upload your headshot in the sidebar first.)
Photo position Slide until your face sits right in the panel — the preview updates live.
Card front
Card back
🛒 Order at Vistaprint →
Ordering at Vistaprint: use the two 🛒 Vistaprint PNGs — they're cut to Vistaprint's exact full-bleed size (3.61"×2.11" at true 300 DPI), so they drop into their editor at perfect card size with zero scaling or repositioning. Upload the Front file on the front, Back file on the back, done.
Other printers (GotPrint, Office Depot, local shops): the Print-Ready PDF has bleed + crop marks and is what they'll ask for. If your face isn't sitting right in the photo panel, use the Photo position sliders above before downloading.