Small Business
| Create and Edit Your Campaign Log into your Vault using your user name and password. | Login |
|
To begin, click on the Create New Campaign button near the top of your screen. | Campaign Management |
STEP 1. You will need to specify both a Campaign Name and a Loan Category Choose one of four loan categories: | Create a New Campaign |
|
STEP 2. Select the Campaign Registration Questions. These are known as the pre-qualification or "pre-qual" questions. This is where you narrow down the types of loan applications you receive based on the 16 question prequel filter. Now your filter system is complete. You then will go onto the next page. | 16 Filtering "pre-qual" questions |
|
STEP 3. On this screen, you have three main buttons: View All Campaigns, Switch to Auto Purchase, and Edit This Campaign. To edit your campaign click on Edit This Campaign button and proceed to change the choices you previously entered in the "pre-qual" questions. | Edit Campaigns |
| | |
