FirstBank OnBoarding Manual - Flipbook - Page 154
EXPENSE REPORT GUIDELINES
Area/Branch Marketing Budget
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Each branch is given a designated budget for the calendar year to use on area marketing requests.
It is the duty of the area/branch manager or designated tracker to establish and maintain the
yearly budget.
Branch Marketing
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All Branch Advertising must be approved through Marketing & Compliance prior to commitment.
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To request advertising approval, navigate to The Take Me to Marketing website to fill out the
Marketing Request Form.
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A marketing request benefiting an entire branch(es), exclusionary of one specific mortgage banker.
A request falling into this category should be paid in full by FirstBank and submitted by the area/
branch manager or designated tracker via check request to Mortgage-AP Invoices, then placed on
the budget tracking form. There can no longer be any sponsorships given directly to a Real Estate
Company and any marketing request greater than $500 must be first approved by Lee or Sue prior
to submission for payment.
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Example: Only referencing FirstBank Mortgage, FirstBank Telephone Number, FirstBank Website,
FirstBank Address. No information included referencing a specific Mortgage Banker. Should only be
utilized for Mortgage Related Expenses/Organizations.
Individual Marketing
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All requests benefiting an individual mortgage banker is to be paid upfront, out of pocket by the
mortgage banker. The mortgage banker can submit ½ the total cost on their expense report, as
long as it falls within their monthly expense allowance.
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Examples would be: All items including a specific mortgage banker’s personal contact information,
(vs. listing only FirstBank’s telephone number, website, etc.)
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Marketing Requests of a lunch and learn (flyers are handed out with your contact information)
Marketing Requests of a CE course
Marketing Requests of a Young Professionals Meeting
Dues
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Dues that are expected as part of your job description, should be paid out of pocket by the
mortgage banker and can be submitted in full on their expense report, if it falls within their
monthly expense allowance. Examples: Area Association of Realtor Dues, State Mortgage Banker
Dues, Luncheon Dues for Area Association Realtor Meetings.
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Dues paid to a Professional/Social Club, separate of a Mortgage/Realtor group. Examples: Junior
League, Lions Club, Masons, Rotary Club, should be paid out of pocket by the mortgage banker
and submitted at ½ the total cost on their expense report, as long as it falls within their monthly
expense allowance.
Onboarding Manual
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