Create and Edit Your Campaign

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Login

Log into your Vault using your user name and password.

Campaign Management

To begin, click on the Create New Campaign button near the top of your screen.

Create a New Campaign

STEP 1. You will need to specify both a Campaign Name and a Loan Category Choose one of four loan categories:
- Business Loan
- Commercial Real Estate Loan
- Equipment Leasing Loan
- Home Mortgage Loan

16 Filtering "pre-qual" questions

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.

Edit Campaigns

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.

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