Tell us about your event.
Please ensure the following required fields are completed before submitting the form: Event Title, Event Date, Start Time, End Time, Event Address, RSVP Cut-Off Date, Preferred RSVP Method, List of LOs promoting the event, and whether the event offers CE credit.
Event Information
Please provide the following information on the event.
Requestor's Name
*
First Name
Last Name
Event Title
*
Audience
*
ie: First Time Homebuyers, Realtors, Financial Advisors, ect...
Event Description
*
Event Date
*
-
Month
-
Day
Year
Date
Start Time
*
Hour Minutes
AM
PM
AM/PM Option
End Time
*
Hour Minutes
AM
PM
AM/PM Option
Does The Event Have a Seating Limit?
*
Yes
No
Attendee Limit
*
Event Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is there a room rental/venue cost?
*
Yes
No
Who will be paying the room rental/venue cost, and how much is the cost?
*
RSVP Cut-off Date
*
-
Month
-
Day
Year
Date
How would you like a guest to RSVP?
*
To one LO directly (on behalf of the group if a group event, or self if solo event)
To the invitee's corresponding LO
Through a form marketing creates
Through a link already created (please provide link in next question)
Please Select What Information to Request from Attendee's on the RSVP form.
Full Name
Email
Cell Number
Address
Company
Work number
Work email
Who a guest of
List Any Other Information Needed to be collect on the RSVP form.
What is the RSVP link you'd like us to use:
List all Loan Officers associated with this event/that will be sending out invites.
*
Will you be serving guests food and/or drinks? (select all that apply)
*
Drinks
Breakfast
Brunch
Lunch
Appetizers/Light Hors d'Oeuvres
None
Who will be paying for the food and/or drinks?
*
The LO (Myself)
The Referral Partner(s)
50/50 Split Between Myself and Referral Partner(s)
What food will be served?
*
Is your event for CE Credit?
*
Yes
No
Have you received approval for the CE Credit?
*
Yes
No
In Process
What is the CE Course #?
*
How many credit hours is the CE Course?
*
How much are you charging for the CE credit? (typically $10)
*
How will you collect the money from participants for the CE Credit? (cash, check, credit card (you'd need a Square), Venmo, etc.)
*
Is there a giveaway/prize of any kind?
*
Yes
No
Who will be paying for the giveaway/prize?
*
How will the winner of the giveaway/prize be selected
*
What is the giveaway/prize that will be given?
*
What is the $ amount of the giveaway/prize that will be given?
*
Who can enter to win the giveaway/prize, and do they need to be present to win?
*
Is there anything additional we should know about your event?
What type of marketing material do you need for this event?
*
Flyer
Surefire Email Template
Social Graphic
Do you need to order promotional material (or swag) for this event?
*
Yes
No
What kind of material do you need?
*
What is your budget for promotional material?
*
Shipping address for promotional material:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Next
Do you have a sponsor for this event?
*
Yes
No
Please list any details of the sponsor here:
*
Please upload the sponsor's logo here:
*
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Co-Branding Partner
Please provide information on co-branding partner if applicable.
Is This Event Co-Branded?
*
Yes
No
Referral Partner's Name
*
First Name
Last Name
Title
*
E-mail
*
example@example.com
Cell Number
*
Company Name
*
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Website
*
Headshot
*
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Logo
*
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