Create a New Integration

What Is a Brand Integration?

A Brand Integration is a BankingBridge embed that you create and install across different web pages. These embeds power conversion experiences such as:

• Lead workflows

• Rate tables

• Mortgage calculators

• Loan officer profile pages

• Reviews and testimonials

• Rate cards

• Contact forms

During onboarding, the BankingBridge implementation team will set up your initial embeds. If you later need additional versions for new landing pages, realtor pages, or campaign pages, follow the guide below.

Important: You must be logged in as your Brand Admin to create or edit Brand Integrations.

How to Create a Brand Integration

1. Navigate to Integrations in the left-hand menu.

2. Click + New Integration in the top-right corner.

   

---

Integration Setup Fields

1. Title

Name your integration based on its use-case.
Examples:

• Brand | Homepage Workflow

• Brand | Realtor Landing Page Reviews

2. URL

Enter the exact page URL where the embed will live.

If the URL isn’t approved in your account, the embed will not load.
See Approved Domains for configuration.

3. Embed Type

Choose one of the following:

Embed Type	Use Case
Loan Officer Page	Full loan officer page with optional calculators, reviews & live rates
Standalone Embed	Embeds placed within existing page content (Rate Table, Calculator, Rate Cards, Contact Form, Reviews)
API Embed	Launches workflow from your custom site button (see: Custom Lead Workflow Buttons)
Full Embed	Full-page layout with BankingBridge header

---

4. Colors

Select Primary and Secondary brand colors. These apply to buttons, highlights, and UI accents within the embed.

---

5. Google Analytics Tag

Add a GA tracking tag here if you want Google GTAG reporting on embed interactions.
See Advanced Integrations → GTAG Events for details.

---

6. Widgets (Components)

Select all components you want included in your integration:

• Mortgage Calculator

• Affordability Calculator

• Lead Workflow

• Contact Form

• Pricing Cards (Rate Cards)

• Loan Officer Reviews

• Brand Reviews

• Rate Table

• About Boxes

---

7. Change Owner (Optional)

Reassigns the integration to a different user account.

Typically not needed.

---

8. Advanced Options

Toggle Show Advanced Options to access:

Option	Description
Disable Loan Calc Cards	Removes calculator preview cards
Post URL	Sends lead data to an external endpoint/CRM
Add UTM Tracking	Enables campaign attribution for paid traffic

---

Reminder

Each embed must be associated with and installed on an approved domain.
If you add an integration to a page not included in Approved Domains, it will not render.