How to get call scoring in GoHighLevel

The Short Answer

To get call scoring in GoHighLevel, connect GHL to a tool that scores each recorded call against your own rubric and writes the results back to the contact and opportunity. With Aila, you connect GoHighLevel in one click. Every call recorded in GHL is then scored by the Call Compliance Agent, which flags DNC requests, missed disclosures, and rate quoting, and the summary, transcript, custom fields, stage, and tasks land back in GHL a few minutes after the call ends.

A lot of mortgage teams run on GoHighLevel. Leads come in, loan officers call from GHL, and the pipeline lives there. What's missing is someone listening to the calls. A sales manager can review a handful a week. A team of ten makes hundreds.

This post walks through how to get every GHL call scored, what to score on a mortgage call, and what should land back in GoHighLevel so managers and loan officers actually use it.

Step 1: Connect GoHighLevel

In Aila, connect GoHighLevel (LeadConnector) with one click. From then on, calls recorded in GHL come into Aila automatically. Loan officers keep calling the way they do today, and nobody uploads anything.

If some of your team calls from somewhere else, like an iPhone, another dialer, or Zoom, connect that too. Every call lands in the same place and gets scored the same way.

Step 2: Build a scorecard for mortgage calls

A generic sales scorecard misses what matters on a mortgage call. Write questions your managers already ask when they listen to a call, and make each one answerable from the recording.

Compliance. Did the loan officer give the recorded-line notice? Did they quote a rate or promise approval? Did the borrower ask not to be called again?
Discovery. Did they cover income and employment, assets, debts, the property, and the timeline?
Next step. Did the call end with a clear next step, like a credit pull, an application, or a document request?
Relationship. Did they learn anything personal worth remembering for the next call?

Step 3: Decide what goes back into GHL

The score only helps if it shows up where your team works. After each call, Aila writes back to GoHighLevel:

A summary and the transcript as notes on the contact.
Contact and opportunity custom fields you choose, like loan purpose, timeline, or the call score.
The right opportunity. If a contact has several open, Aila picks the one the call was about.
Stage moves and tasks based on what was said, like a follow-up call or a document request.

Step 4: Use it

Managers stop picking calls at random. The Call Compliance Agent shows only the calls that need attention: a DNC request, a missed disclosure, a rate quoted on the call, or a low score.

Because the results are GHL fields, you can build GoHighLevel workflows on them, like a manager task when a call is flagged. And loan officers see their own scores and coaching notes, so they can fix things before the next call.

Then keep going: the loan file

The same call that gets scored also has the application in it. The Intake Agent builds the application and needs list in your LOS from the call, so the loan officer doesn't re-key it. See AI loan officer assistant for how that works.

Plans

Call scoring is included in Basic at $50 per user per month, with a 7-day free trial and no contract. The Call Compliance Agent isn't an add-on. See pricing.

Frequently Asked Questions

Does it work with LeadConnector?

Yes. Aila connects to GoHighLevel and LeadConnector the same way, in one click.

Can I use my own scorecard?

Yes. Build your own rubric, or start from a suggested one and edit it. Each score comes with the part of the call that explains it.

What does Aila write back to GoHighLevel?

The call summary and transcript as notes, the contact and opportunity custom fields you choose, stage moves, and tasks. If a contact has several open opportunities, Aila picks the one the call was about.

Does it flag DNC requests?

Yes. The Call Compliance Agent flags every call where the borrower asks not to be called, and shows numbers that were dialed again after a DNC request.