To request this campaign – please follow the steps below: 

Step 1: Before beginning ensure you have read through the 'important considerations' document.

Step 2: Complete the Google form with all the required information for the Franchise Marketing team .  

Step 3: The Marketing team will contact you regarding your campaign request and will arrange the fine print, social media posts, flyer, poster, email template and guidelines so that you can run the campaign compliantly. Please allow 15 working days for all deliverables to be shared with you once the Google form has been completed.  

Step 4: Follow the instructions provided by the Marketing team to activate the Gift on Settlement campaign to your database. 

Step 5: Ensure you are tracking each customer's name and email if they have had an appointment with you or settled a loan (depending on which incentive you are running) during the campaign period. This information will be tracked in the Excel spreadsheet that has been shared with you. 

Step 6: Enter any leads into Broker Platform under the "Local Advertising" or "Internet Social Media" lead source.

Please maintain records of all gifts given or transferred to customers. These records must be producible upon request by Head Office teams, including Marketing, Legal, and Compliance. Head Office reserves the right to audit your campaign to ensure compliance with these rules.