Go High Level | Engage Setup Guide
BankingBridge Engage Setup Guide for GoHighLevel
This document outlines the steps needed for a user (broker, lender, or team) using GoHighLevel or customized versions of the platform to properly set up their account for integration with the BankingBridge Engage platform.
- Complete the initial CRM onboarding and create your Go High Level API key.
Example API Key Format:
eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9XXXX
- Confirm the creation of the required BankingBridge fields. Verify that the fields listed in the table below are created and mapped in the RAD CRM instance:
| Field Name | Description | Expected Type and Values | Default Value |
|---|---|---|---|
| LO Identifier | Email or NMLS of Loan Officer | String ("email" or "number") | N/A |
| Loan Type | Type of loan | String ("conventional", "fha, "va", "usda", "arm") | "conventional" |
| Loan Term | Term of loan (years) | Numeric | 30 |
| Loan Purpose | Purpose of the loan | String ("purchase", "refinance") | "purchase" |
| List Price | Listing price of property | Numeric (no commas) | 500000 |
| Down Payment | Amount of down payment | Numeric (no commas) | 20 |
| Loan Amount | Final loan amount | Numeric (no commas) | 400000 |
| Cash Out | Cash-out amount (only for refinance loans) | Numeric (no commas) | N/A |
| Credit Score | Borrower's credit score | Numeric (single value) | 751 |
| First Time Homebuyer | First-time homebuyer status | String ("yes", "no") | N/A |
| Property Type | Type of property | String ("single_family_home", "townhome", "condominium", "multi_tenant_home", "manufactured_home") | "single_family_home" |
| Residency Type | Type of residency | String ("primary_home", "second_home", "rental_home") | "primary_home" |
| First Name | Lead's first name | String | N/A |
| Last Name | Lead's last name | String | N/A |
| Phone | Lead's phone number | Numeric | N/A |
| Lead's email address | N/A |
- Create the BankingBridge Rate Alert stage.
- Create a new stage within the My Loans pipeline named BankingBridge Rate Alert (or a similar variation).
- Confirm with the user which stage they prefer for triggering (customizable per client if needed).
This stage is critical — it triggers when a lead should enter the Engage automation workflows.
- Populate a test lead to ensure proper validation and mapping for the Engage platform.
- Create a test lead and move it into the BankingBridge Rate Alert stage.
- Populate all required fields listed in Step 3.
- Add required fields for postback data. Make sure the following three postback fields exist in the CRM to capture post-subscription data:
- Dashboard URL: Link to the lead’s personalized rate dashboard.
- Loan Summary Image: URL link to the loan summary image file (JPEG or PDF).
- Subscription ID: Unique BankingBridge subscription identifier.
- Ensure that the setup is complete. The RAD CRM support team must confirm:
- The API key is delivered.
- The required BankingBridge fields are active.
- The BankingBridge Rate Alert stage has been created.
- Test lead submission has been performed.
Once the setup completion is confirmed, BankingBridge will finalize the integration and activate the Engage features.
Important notes:
- RAD CRM expects clients to confirm when and at what stage leads should trigger the Engage automation.
- It's recommended to attend a RAD CRM weekly workshop if additional support is needed.
- Always validate the setup with one full test lead before going live.
Updated 6 days ago