LO Marketing Expense Reimbursement Form | Genesee Regional Bank | Rochester, NY - Commercial Banking, Personal Banking, Mortgages

Overview

Fill out the form below to submit for Digital Marketing efforts or marketing efforts over $250.

Reimbursement is not guaranteed. Approvals requested after the expense has been incurred; gift cards; referral contests; tickets, meals, etc. for events if the LO is not in attendance; and any program where the split with a Realtor exceeds 50%; are expressly prohibited. This is not meant to be a comprehensive list. If you have specific questions, consult Marketing in advance.

Event title (this will appear in all emails)*

Originator name*

LO Email*

LOA Email (if applicable)

LOA Email 2 (if applicable)

Date of the event*

To be eligible for reimbursement, all requests need to be submitted by 5 p.m. on Thursday a minimum of one week prior to the date of the actual event. Late requests and requests in arrears will not be eligible for reimbursement.

Request type*

Lead generation (Zillow, etc.)
Events (dinner, happy hour, gala, golf, customer appreciation, etc.)
Advertising (print ads, digital ads, Facebook, etc.)
Print materials (postcards, mailings, etc.)

Description of event*

One-time or recurring expense?*

One-time
Recurring

Recurring frequency?

Weekly
Monthly
Quarterly
Annually

Realtor co-marketing

Co-marketing with Realtor?*

Yes
No

Realtor name

Realtor team

Realtor office

Cost

Total cost of the marketing program*

Realtor contribution in dollars

Realtor percentage

LO contribution in dollars

LO percentage

GRB contribution in dollars

GRB percentage

Attach any supporting materials related to the request (1)

Max. file size: 1 GB.

Attach any supporting materials related to the request (2)

Max. file size: 1 GB.

Attach any supporting materials related to the request (3)

Max. file size: 1 GB.

Phone

This field is for validation purposes and should be left unchanged.