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v1.0

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Getting Started

Welcome to BankingBridge!
Authentication
SDK vs. API Use Case

Using the BankingBridge Embed

Using BankingBridge Embeds
Types of Embeds
Embed With Variables | Loan Officer Page
Routing Leads to a Specific Campaign
Pre-populate Workflow Steps
UTM Parameters and Formatting

Use Cases and Codepen Examples

Display Unique Rates, APR, Fees, and Points
Custom Buttons to Deploy a Lead Workflow
Custom Rate Comparison Table
Custom Mortgage Calculator
Launch Rate Subscription Enrollment

embed configuration

Rate Card Configuration
Lead Workflow Config
Rateflow Config
Rate Table Config
Subscription Config

The BankingBridge SDK reference

Understanding the BankingBridge Embed
Objects and Methods
Tracked Events
Returning Assumptions

Zapier Integration

Create a Zap
Create a Subscription
Subscription Events
Subscription Defaults
Reassign Subscriptions
Create Loan Summary Worksheets

Facebook Pixel Integration

Tracking Conversion Events In Meta Pixel

Google Integration

Integrating with Google Analytics and Tag Manager
Adding BankingBridge Event Tracking to Google Tag Manager
Finding Workflow Events in Google Analytics
- Storing UTM Parameters in Cookies

Google Analytics 4

Adding BankingBridge Event Tracking to Google Tag Manager
Configuring Google Analytics 4 to Receive BankingBridge Events
Reporting on BankingBridge Events in Google Analytics 4
Marking Events as Conversions in Google Analytics

Salesforce Integration

Integrating with Salesforce
Configuration
Lead Status POST
Lead Subscription POST
Lead Subscription Interface
Testing the Salesforce BankingBridge API Package
Components of the BankingBridge API Package

Calendly Integration

Integrating with Calendly
Lead Experience with Calendly

Go High Level Integration

Go High Level | Engage Setup Guide

Supported Field Keys

Standard Field Keys

Powered by

Rateflow Config

Field descriptions

Updated 7 months ago

Lead Workflow Config

Rate Table Config