BankingBridge Heirarchy & User Roles

Creating an Organization

The initial step in setting up the BankingBridge hierarchy involves creating an organization. This acts as the umbrella entity under which your operations will be organized.

Setting Up Brands

Every organization has at least one brand. Following the creation of an organization, the next step is to set up the different brands associated with that organization. These brands are positioned under the organization umbrella and represent various DBA's related to your organization. 

Associating Loan Officers

The final tier of the BankingBridge hierarchy involves associating loan officers within the relevant brands. Each brand can have multiple loan officers linked to it.

User Role - Organization Manager

An organization manager is the highest level admin user role. This is reserved for marketing managers, branch managers, or any team member who will be managing maintenance.  This can include creating/editing/deleting new loan officer profiles, accessing dashboard analytics, and creating/editing/deleting embeds.

Note: this role should only be granted to trusted team members inside of your company.

Common Tasks
Here are some of the typical activities an Organization Manager would carry out within BankingBridge.

• Create, edit, or delete a loan officer profile within your organization.
• Create, edit, or delete a pricing profile (see Rate Cards.) 
• Create or edit a new Brand. This is used if your organization utilizes multiple DBA's or brands.
• Create, edit, or delete embeds. Here you have the ability to update colors, update new URLs, and add Google Analytics to your current embeds.
• Access to Pricing Logs to view historic pricing engine rate results. 
• Create, view, and manage your organization's Engagements. 

User Role - Loan Officer

A loan officer inside of BankingBridge is our most common role. Loan Officer role members have the ability to create new engagements, manage their current engagements, and view important details regarding those engagements and the different analytic data points that BankingBridge provides. 

In summary, the BankingBridge hierarchy is a three-tier structure consisting of an organization, brands within that organization, and loan officers associated with each brand. This structure allows for efficient organization and management of your users.