New Vendor Approval Request

1

Enter your name* This field is required.

First Name

Last Name

2

Enter your e-mail address?* This field is required.

example@example.com

3

Enter your phone number?* This field is required.

Area Code

Phone Number

4

Are you enrolled in the Marketing Offset Program?* This field is required.By answering YES, you have completed and electronically signed "EXHIBIT A, Marketing Offsets"

YESNO

5

IMPORTANT:

In order to submit a request to have a vendor reviewed for the Marketing Offset program, you must already be enrolled into the program.

Click "SUBMIT" to be redirected to the Marketing Offset Addendum.

6

What is the name of the company or vendor?* This field is required.

8

How will this product or service help your business?* This field is required.Please provide specific examples

9

What’s the cost and terms of this service/product?

Enter the contract term

What is the cost?

Billing Frequency

Additional comments

10

What is the vendor's web page address?i.e. www.vendorname.com

11

Do you have a point of contact with this vendor?* This field is required.

YESNO

12

What is their name?

First Name

Last Name

13

What is their email?

example@example.com

14

What is their phone number?

Area Code

Phone Number

15

Will this service/product be used to co-market with anyone?* This field is required.

YESNO

16

Who will you be co-marketing with?* This field is required.

17

Will the vendor have direct access to any of SWBC Mortgage Corporation's systems of record, e.g. LOS, network servers, or local install? * This field is required.

18

Will the vendor be interacting directly with SWBC Mortgage Corporation potential or current customers, e.g. direct marketing, phone solicitation, loan servicing?* This field is required.

19

Has the vendor been in business for less than 3 years?* This field is required.