New Vendor Approval Request

1
BEFORE YOU BEGIN:

In order to submit a request to have a vendor reviewed for use, ANY expenses incurred by this vendor must be part of the the Marketing Offset program.

If you do not intend on using the Marketing Offeset program, the vendor will not be approved.
2
Enter your name* This field is required.
First Name
Last Name
3
Enter your e-mail address?* This field is required.
example@example.com
4
Enter your phone number?* This field is required.
Area Code
Phone Number
5
Are you currently enrolled in the Marketing Offset Program?* This field is required.By answering YES, you have completed and electronically signed "EXHIBIT A, Marketing Offsets"
YESNO
6
What is the name of the company or vendor?* This field is required.
7
What is the vendor's web page address?i.e. www.vendorname.com
8
Will the company or vendor be able to accept payment directly from SWBC Mortgage?Note: For the Marketing Offset, while invoices can be made out to you, you cannot pay the vendor directly. They need to be paid by SWBC. Keep in mind that the Marketing Offset is not a reimbursement program.
YESNO
9
What services and/or products will this vendor provide?* This field is required.Please select all that apply
Advertising
Coaching
Database Management
Digital Marketing
Email Marketing
Events
Lead Generation
Printing
Professional Development
SMS Text Marketing
Social Media
Sponsorships
Website
Other
10
How will this product or service help your business?* This field is required.Please provide specific examples
Huge
Large
Normal
Small
Ok
Ok
11
What’s the cost and terms of this service/product?
Please Select
Please Select
Month-to-Month
Annual
Other
Enter the contract term
What is the cost?
Please Select
Please Select
Monthly
Annual
Other
Billing Frequency
Additional comments
12
Do you have a point of contact with this vendor?* This field is required.
YESNO
13
What is their name?
First Name
Last Name
14
What is their email?
example@example.com
15
What is their phone number?
Area Code
Phone Number
16
Will this service/product be used to co-market with anyone?* This field is required.
YESNO
17
Who will you be co-marketing with?* This field is required.
18
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.
19
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.
20
Has the vendor been in business for less than 3 years?* This field is required.
Should be Empty: