The Application Progress Caller is an outbound voice automation built on Retell AI, n8n, and GoHighLevel. It calls clients with active home loan applications when their file reaches a stage that warrants proactive contact (submitted to lender, conditional approval, awaiting docs, etc.). The bot delivers the current status in plain English as Alex, reads back any outstanding items the client still needs to send, and books a follow-up call with the broker if the client has questions. The bot does not give specific application advice. Anything beyond the status update is routed to the broker. A structured Call Summary is saved as a Note on the contact record after every call. Designed to keep clients informed at key milestones without burning broker time on routine update calls.
What's Included
Pre-built Retell outbound voice agent using the Alex Australian-male persona
n8n workflow for application progress call triggering and call outcome handling
GoHighLevel setup requirements for tags, custom fields, and Consultation Calendar
Voice-to-GHL booking sync for follow-up appointments
Outcome routing for status acknowledged, documents outstanding, booked, callback requested, voicemail, and escalated calls
SMS confirmation support for booked follow-up appointments
Internal alert workflow support for callback or escalated outcomes
Call Summary logged as a Note on each contact record for internal follow-up and visibility
Activated when a contact's application reaches a stage that warrants a status update (e.g. submitted to lender, conditional approval, awaiting documents), and tag is manually applied, then it is sent into n8n via a GHL webhook with the current stage and outstanding items.
1
Application Reaches Milestone
The application reaches a stage that warrants proactive contact.
2
Outbound Call Triggered
GoHighLevel sends the contact details, current stage, next step, outstanding items, and lender into n8n. n8n triggers the Retell outbound call.
3
Status Update Delivered
Retell calls the client and gives the current status in plain English.
4
Document Status Check
If outstanding items are recorded, the bot reads them back and confirms the client knows what they still need to send.
5
Question Handling
Application questions are routed to the broker. The bot does not give specific advice on application terms or timelines.
6
Booking or Callback
If the client has a question that needs the broker, the bot books a follow-up or logs a callback request.
7
Outcome Synced to GHL
n8n receives the call_analyzed webhook, applies tags, updates custom fields, saves the call summary, and triggers follow-up workflows.