Compliance Review & Expense Authorization
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Division Manager
*
Please Select
tommy@bsmfunding.com
lbearnarth@bsmfunding.com
Kindly submit one item at a time. If you have multiple flyers, posts, etc., please send each one separately. Thanks so much!
What type of approval are you requesting
*
Please Select
Compliance – Advertising Material Review
Compliance – Educational Event Content Review
Compliance – Lead Source
Operational – IT Software or Tools Purchase
Operational – Office Furniture or Equipment Request
Operational – Internal Training or Staff Development (Non-Marketing)
Operational – Travel
Operational – General Business Expense Approval
Other
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Event Topic
Event Date
Event Location
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Realtor/Brokage Name
Expected Number of Attendees
Purpose of the Event
Key Discussion Points
Marketing or Educational Materials to be Used
Estimated Cost of the event
Are any other parties sharing an expenses related to this event
Please Select
Yes
No
What Parties and how much
Itemized Breakdown (Food, Venue, Materials, etc.):
Advertisment for:
(LOAN PRODUCT NAME / PROMOTION / PROJECTNAME)
Type of Media
Please Select
Newspaper
Brochures
Flyer
TV
Internet
Billboard
Direct Mail
Radio
Other
If Other:
Is this a Joint Advertisement
Please Select
Yes
No
(Title Company, Realtor ETC)
Joint Advertiser Name
First Name
Last Name
Joint Advertiser Email
example@example.com
Joint Advertiser Company Name
Co-Marketing Cost Allocation
List all services/cost provided/incurred in connection with the marketing campaign (eg.Printing costs, design costs, delivery costs, media placements, event costs,labor, etc.) and allocation of costs between Bayshore Mortgage Funding and the co-advertiser:
Cost for the advertisement
Advise as to how allocation of costs was determined and provide any documentation relating to the calculation of such allocation:
Run Date (Start)
-
Month
-
Day
Year
Date
Run Date (End)
-
Month
-
Day
Year
Date
Lead Provider or System
Web Address of Lead Company
Monthly Cost
Total Before any Splits
Is the Cost being Split with Other Parties
Please Select
Yes
No
Percent of the Total Bayshore is Paying
Is Bayshore Receiving the Lead Directly
Please Select
Yes
No
The lead system sends it direct to Bayshore
Other Information:
Upload Supporting Documents
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rough drafts, invoices, templates, agreements, screen shots, etc
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Operational Cost Approval
Cost per Month
Is this cost Recuring
Please Select
Monthly
Quarterly
Yearly
One-Time
What Are you purchasing
Invoice
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Submit
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