Marketing Vendor Intake Form

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

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

6

What services and/or products will this vendor provide SWBC Mortgage Corporation?* This field is required.Please select all that apply

Advertising - Online

Advertising - Print

Customer Relationship Manager (CRM)

Digital Marketing

E-mail Communication

Lead Generation

Single Property Sites

Social Media

Other

7

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

8

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

Enter the contract term

What is the cost?

Billing Frequency

Additional comments

9

Will this service/product be used to co-market with a referral partner?

YESNO

10

What is the vendor's web page address?

11

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

YESNO

12

What is the contact's name?

First Name

Last Name

13

Who is the point of contact for the vendor?

example@example.com

14

What is the point of contact’s phone number?

Area Code

Phone Number

15

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.

16

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.

17

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