Go High Level | Engage Setup Guide

This document outlines the steps needed for a user (broker, lender, or team) using GoHighLevel or customized versions of the platform to properly set up their account for integration with the BankingBridge Engage platform.

1. Complete the initial CRM onboarding and create your Go High Level API key.

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Example API Key Format:

eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9XXXX

2. Confirm the creation of the required BankingBridge fields. Verify that the fields listed in the table below are created and mapped in the RAD CRM instance:

Field Name	Description	Expected Type and Values	Default Value
LO Identifier	Email or NMLS of Loan Officer	String ("email" or "number")	N/A
Loan Type	Type of loan	String ("conventional", "fha, "va", "usda", "arm")	"conventional"
Loan Term	Term of loan (years)	Numeric	30
Loan Purpose	Purpose of the loan	String ("purchase", "refinance")	"purchase"
List Price	Listing price of property	Numeric (no commas)	500000
Down Payment	Amount of down payment	Numeric (no commas)	20
Loan Amount	Final loan amount	Numeric (no commas)	400000
Cash Out	Cash-out amount (only for refinance loans)	Numeric (no commas)	N/A
Credit Score	Borrower's credit score	Numeric (single value)	751
First Time Homebuyer	First-time homebuyer status	String ("yes", "no")	N/A
Property Type	Type of property	String ("single_family_home", "townhome", "condominium", "multi_tenant_home", "manufactured_home")	"single_family_home"
Residency Type	Type of residency	String ("primary_home", "second_home", "rental_home")	"primary_home"
First Name	Lead's first name	String	N/A
Last Name	Lead's last name	String	N/A
Phone	Lead's phone number	Numeric	N/A
Email	Lead's email address	Email	N/A

4. Create the BankingBridge Rate Alert stage.
   1. Create a new stage within the My Loans pipeline named BankingBridge Rate Alert (or a similar variation).
   2. Confirm with the user which stage they prefer for triggering (customizable per client if needed).

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This stage is critical — it triggers when a lead should enter the Engage automation workflows.

5. Populate a test lead to ensure proper validation and mapping for the Engage platform.
   1. Create a test lead and move it into the BankingBridge Rate Alert stage.
   2. Populate all required fields listed in Step 3.
6. Add required fields for postback data. Make sure the following three postback fields exist in the CRM to capture post-subscription data:
   1. Dashboard URL: Link to the lead’s personalized rate dashboard.
   2. Loan Summary Image: URL link to the loan summary image file (JPEG or PDF).
   3. Subscription ID: Unique BankingBridge subscription identifier.
7. Ensure that the setup is complete. The RAD CRM support team must confirm:
   1. The API key is delivered.
   2. The required BankingBridge fields are active.
   3. The BankingBridge Rate Alert stage has been created.
   4. Test lead submission has been performed.

Once the setup completion is confirmed, BankingBridge will finalize the integration and activate the Engage features.

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Important notes:

• RAD CRM expects clients to confirm when and at what stage leads should trigger the Engage automation.
• It's recommended to attend a RAD CRM weekly workshop if additional support is needed.
• Always validate the setup with one full test lead before going live.