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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
Supported Field Keys
Standard Field Keys
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