NEO Home Loans LO Marketing Request

1
Do you have a Canva Pro Account?
YESNO
2
To access your marketing deliverables, NEO Home Loans requires all requesters to have a Canva Pro account. For $10 per month, you'll unlock hundreds of customizable templates, designs, and graphics tailored to fit your needs: (come back to form after signing up)

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3
Name
First Name
Last Name
4
Today's Date
Date
Year
Month
Day
5
NMLS #If licensed
6
Job Title
7
Email
example@example.com
8
Phone Number
Area Code
Phone Number
9
Requested due datePlease allow up to 72 hours for completion
Date
Year
Month
Day
10
What type of project are you requesting help with?We currently are NOT supporting email signature and open house flyer creation
Flyer
Email Blast
Social Media Graphic
Website
Presentation
Realtor & Mortgage Advisor Joint Sponsorship
Other
11
What is the title of your project?
12
Can you provide a detailed description of your project? Feel free to include as many specifics as possible—such as the goals, key features, target audience, or any challenges you're looking to address!
Huge
Large
Normal
Small
Ok
Ok
13
Upload any files that may need to help complete this project, or a reference that you'd like us to use.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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14
Does this need to be co branded with a partner?
YESNO
15
Partner Name
First Name
Last Name
16
Partner Email
example@example.com
17
Partner Phone
Area Code
Phone Number
18
Partner Title
19
Partner License Number
20
Partner Company
21
Partner Website
22
What is the nature of the joint sponsorship?e.g., event sponsorship, marketing campaign, lead generation, co-branded materials, educational seminar, etc.
23
How will this event be ran and what is the intent of the event?
24
Describe the specific activities involved in the sponsorship:
25
What is the total cost of the sponsorship?
26
How is the cost being allocated between the Realtor and the Mortgage Advisor?
50/50
Proportional based on visibility/branding
Other
27
Will the Realtor and Mortgage Advisor be paying their share directly to the vendor(s),or will one party reimburse the other?
28
Does the sponsorship involve any direct or indirect payments for referrals?
YESNO
29
Will the Realtor or Mortgage Advisor receive any exclusive benefits that are not available to the general public or other business partners?
YESNO
30
Does the sponsorship involve any lead-sharing or customer/client data exchange?
YESNO
31
Will the sponsorship include any co-branded marketing materials?
YESNO
32
Please upload co-branded marketing materials
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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33
Are any gifts, incentives, or discounts being provided as part of this sponsorship?
YESNO
34
Are any gifts, incentives, or discounts being provided as part of this sponsorship?If yes, describe the nature and value of the incentive(s):
35
Has legal or compliance reviewed this sponsorship to ensure RESPA compliance?
YESNO
36
Has legal or compliance reviewed this sponsorship to ensure RESPA compliance?If no, explain the plan for compliance verification:
37
Please upload partner headshot and company logo
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Should be Empty: