Knowledge Base

Tracked Events

Reference guide for all events tracked in BankingBridge, including trigger conditions and data payloads.

Subscriptions & Engagements

Details and information specific to the Subscriptions & Engagements

Conversations & SMS FAQs

Common questions and answers about AI-led conversations and SMS outreach with leads.

Using the BankingBridge Embed

Quick-start guides and how-tos for embedding rate tables, modals, and widgets on your website.

Salesforce Integration

Connect BankingBridge with Salesforce to sync leads, subscriptions, and rate activity.

The BankingBridge SDK reference

Full reference for the SDK's methods, events, and parameters available to developers.

Zapier Integration

Automate workflows by linking BankingBridge events and data to thousands of apps via Zapier.

Embed Configuration

Customize the look, behavior, and data shown by your embeds, modals, and rate widgets.

Use Cases and Codepen Examples

Hands-on examples and live Codepens showing common BankingBridge implementations.

Google Integration

Connect Google services to send conversion events and enrich your tracking with BankingBridge data.

Google Analytics 4

Send BankingBridge events to GA4 and configure custom tracking for rates, leads, and engagements.

Calendly Integration

Let leads self-schedule calls with the right loan officer through your Calendly account.

Website API Resources

This section covers advanced API resources and solutions in order to get the most out of the BankingBridge API.

Facebook Pixel Integration

Forward BankingBridge events to the Meta Pixel for ad attribution and audience building.

Go High Level Integration

Sync BankingBridge leads and events into Go High Level for follow-up and pipeline tracking.

Supported Field Keys

Reference list of every field key you can pass through URL parameters, embeds, and integrations.

Pricing Log

Find, research, and view pricing requests and results from your pricing engine.

Custom Dashboard & Email Domains

Add custom dashboard and email domains

Website Leads

Capture, route, and review leads generated through your BankingBridge widgets.

Supported Review Sources

The review platforms BankingBridge can pull and display ratings from.

Dream Rate

Configure Dream Rate to notify leads automatically when their target rate becomes available.

Email Rendering & Delivery Issues

Troubleshoot why BankingBridge emails aren't displaying correctly or arriving in the inbox.

AI Advisor

Set up and tune the AI Advisor that interacts with leads and provides rate guidance.

Website Chat

Configure the on-site chat widget powered by the BankingBridge AI bot.

Scoreboard - AI - Powered Lead Scoring

Use AI-powered scoring to rank and prioritize your incoming leads.