What should we do once we are in the Registry App?


By Loren Winzeler

updated 8 months ago

What should we do once we are in the Registry App?

When I log in, all I see is an Add Registry button.

What are the best practices to get clients?

Our goal is not simply give you another list of things to do.

On-boarding Checklist:

1. Complete the on-boarding information from
(we assume this happened if you are approved and in the the app)

2. Complete the In-App Branding, Co-Branding setup


verify your In App Co-Branding information

verify your Partner directory information

verify your Landing page information and URL

verify your share link

3. Set an on-boarding 1:1 to discuss marketing strategy


4. Sign up for training webinars, Office Hours and Marketing Webinars

Office hours is a free form,Q&A format.
Marketing webinars are a more structured, best practice presentation.

Sign up and you'll receive links to the replays.  We'll be covering marketing strategies that work to grow your mortgage business using down payment registries.



These are recurring webinars.  If you sign up you can always opt out of future notifications.  Replays are available to all members.

5. Setup a "Test" registry to a 2nd email to learn and promote


verify your In App Co-Branding information

post a link to this registry on social media with:

Pulling together a down payment for a house is the biggest obstacle to home ownership.
 I'm now approved as a partner to downpayment.gift to create down payment registries that help home buyers to raise money online.  It's great for engaged and wedding buyers!   Check it out and let me know any questions.   This is a Test Registry I created to demonstrate:

<<image -- pulled from registry>>


6. Download and Share your Custom Social Images

TBD  <<add link>>

7. Download and Customize the Marketing Kit materials

This resource is always growing.  It's available to all members.  Some parts of the kit are available publicly.

<<add link>>

Submit kit to compliance department at your lender for approval.

Customize the Steps Checklist and social on Instagram, Facebook with something

8. Install the headline bar widget to your website

Install on the home page or pages related to first time buyers.  It's easy and fast way to promote it.


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