Reassign Subscriptions

When a subscription is reassigned to a different loan officer in the CRM, it is necessary to update the subscription in BankingBridge to reflect this change. This ensures that the correct loan officer's details are used in the weekly rate subscription emails sent to the subscriber.

How to reassign a subscription in BankingBridge

1. Identify the subscription ID: Each subscription enrolled in a weekly rate subscription email campaign has a unique BankingBridge subscription ID in BankingBridge.
2. Get the new loan officer's NMLS: This is the National Mortgage Licensing System (NMLS) ID of the new loan officer to whom the subscription is reassigned.
3. API endpoint: Make a request to the following API endpoint to update the loan officer assigned to the subscription.

API request

Endpoint: POST /api/v1/subscriptions

Request body

{
	"id": "<subscription_id>",
	"nmls": "<new_lo_nmls>"
}

• id: The unique subscription ID for the subscription in BankingBridge.
• nmls: The NMLS ID of the new loan officer.

Here is an example of how to make a POST request to update the loan officer assigned to a subscription:

Request example

POST /api/v1/subscriptions
{
	"id": "123456",
	"nmls": "987654"
}

In this example, the subscription with ID 123456 is being reassigned to a loan officer with NMLS ID 987654.

By following these steps, you can seamlessly update the loan officer assigned to a subscription in BankingBridge, ensuring accurate and up-to-date information is used in your weekly rate subscription email campaigns.