Sales FAQ

Pre-sales FAQs

Why did you create downpayment.gift?

A little back story... In 2010 we started attending Wedding Shows to generate business from first-time homes buyers. We were in Santa Rosa, CA in Sonoma County, about 45-50 minutes north of San...

Avatar

By Loren Winzeler

updated about 2 months ago

How to book a setup, on-boarding 1:1 call?

Head over to    https://book.downpayment.gift / Select on-boarding call and find a time slot that works for you and/or your team. Onboarding calls are held on Zoom with screenshare and camera/mic....

Avatar

By Loren Winzeler

updated 2 months ago

How do we book a demo call and screenshare?

How do we book a demo call? Do you like the idea but you're not sure about committing to a trial or setting up an account to just test around with.   What you need a Demo! we do demo's on Zoom or...

Avatar

By Loren Winzeler

updated 2 months ago

How do I buy?

How do I buy?    With all the demo links, pages, forms for end users, as a PARTNER how do I buy?  How do I sign up? Click on    https://get.downpayment.gift/ Click on Sign-Up button If you want to...

Avatar

By Loren Winzeler

updated 2 months ago

Do we get future updates to the app?

Do we get future update to the app?   What is included in our plan or plan level? Yes, Partners will receive ALL updates to the SaaS Registry app, Partner Dashboard and all features and functions...

Avatar

By Loren Winzeler

updated 2 months ago

Can we share an account as a lending Team?

Yes, no problem.  Using a single account for a Lending Team is not a problem.   However, there is only one Co-Branding slot on the dashboard.   ...so your client's will see:   The ABC Lending Team...

Avatar

By Loren Winzeler

updated 2 months ago

Will you offer a Lifetime, Pay Once deal?

No, we do not intend to offer a Lifetime deal.    Our business model of providing the service free to home buyers requires ongoing resources, hosting costs, developer updates and so on.  That...

Avatar

By Loren Winzeler

updated 2 months ago

What happens to my Registries if I cancel my subscription?

You retain access to the platform and to existing registries until those registries complete. Your partner directory entry is removed. Your landing page and sign up links are removed. Suspended...

Avatar

By Loren Winzeler

updated 2 months ago

What are the limits of the deal?

Partner Dashboard     Unlimited Registries    1 Partner Login See Also:   down payment Goal limits,  down payment individual contribution limits.

Avatar

By Loren Winzeler

updated 2 months ago

What is the max registry goal?

The max registry size is $10,000. This limit can be removed by support on a one-off basis based on a fraud evaluation. See Also:      individual contribution limits.

Avatar

By Loren Winzeler

updated 2 months ago

What is the max individual contribution limit?

The max contribution limit is $10,000 This can be removed by support on a one-off basis based on a fraud review. The max pledge is the same as the registry goal, but we plan to revisit.    Pledge...

Avatar

By Loren Winzeler

updated 2 months ago

When are the Registry funds available?

Funds are deposited to the client account, attached in Stripe after 7-days .   This can be changed by contacting support and based on account age and fraud assessment. Larger transactions or...

Avatar

By Loren Winzeler

updated about 2 months ago

Is there a contract to sign for service?

No. We provide Terms of Service related to the Subscription and do not require a contract signature. Enterprise or Custom Marketing services may require a contract.

Avatar

By Loren Winzeler

updated 2 months ago

Are Partners on the hook for Fraud charges?

No.   Fraudulent charges are an issue for the platform (that's us), the Stripe Connect Express account holder (the registry owner), Stripe, and the Visa/MC/AMEX issuing banks. By default, a true...

Avatar

By Loren Winzeler

updated 2 months ago

Do you have a changelog for updates or roadmap?

Although more of a update log or changelog, this link will serve for roadmap and feature notifications too. The Category is tagged as Roadmap for future items. Partner Changelog and Roadmap...

Avatar

By Loren Winzeler

updated 2 months ago

FEATURED: Partner Dashboard Overview

The Partner Dashboard main screen is accessed while logged in at https://registry.downpayment.gift/ . You may get back to the dashboard by clicking on the Home icon or the main logo in the upper...

Avatar

By Loren Winzeler

updated 2 months ago

FEATURED: Your Registries Page View

Your Registries page view is available from the Registries tab menu, or at https://registry.downpayment.gift/events when logged in as a Partner. This is your main page for managing and creating...

Avatar

By Loren Winzeler

updated 2 months ago

FEATURED: Active Registries - Registry Statistics

Click on the pie chart icon and Registry Statistics menu in the drop-down Options menu from Active Registry view and you'll be brought to a popup summary of Actual contributions received through...

Avatar

By Loren Winzeler

updated 2 months ago

FEATURED: Active Registries - View Contributions

From the Active Registries View - click on the View Contributions "payment card icon" menu and you'll be brought to a page to view the actual contributions collected via the application. Registry...

Avatar

By Loren Winzeler

updated 2 months ago

FEATURED: Active Registries - View Pledges

Click on View Pledges to see the Pledges made through the public registry page. If no Pledges have been made, the view will be blank: When Pledges exist, you may view their status and download an...

Avatar

By Loren Winzeler

updated 2 months ago

What is the name DownPaymentProject? Why the second brand?

DownPaymentProject is a website, brand name created to have a separate marketing website and social media brand and social media profiles targeted at Partners of downpayment.gift.   The target...

Avatar

By Loren Winzeler

updated 2 months ago

In App Updates (video)

Hit the Bell inside the Registry App while logged in and a screen will fly over from the right.    See Also:   Partner Changelog and Roadmap    https://roadmap.downpaymentproject.com/ Consumer Road...

Avatar

By Loren Winzeler

updated about 2 months ago

Do you support Canada?

Registries are in US Dollars.   Theoretically a registry could be started in Canada.   Reach out to support before you try to attach Stripe. Contributions can come from any country but are subject...

Avatar

By Loren Winzeler

updated 2 months ago

Do you support the UK or Europe?

No,  Registries are in US Dollars and are tied to a US based USD bank account. Theoretically a registry could be started in the UK or Europe.     We are open to exploring this.  Reach out to...

Avatar

By Loren Winzeler

updated 2 months ago

Do you support registries outside the US?

No,  Registries are in US Dollars and are tied to a US based USD bank account. Theoretically a registry could be started in where Stripe is support.   We are open to exploring this.  Reach out to...

Avatar

By Loren Winzeler

updated about 2 months ago

What happens at the end of my Trial period?

When your trial period ends and you have not upgraded, you'll be downgraded to an Unpaid Plan? a) Suspended Account .  If you have more that 1 Active Registry, you'll be downgraded to the Suspense...

Avatar

By Loren Winzeler

updated 2 months ago

2020 COVID19 Deal Details and Why

2020 COVID-19 Deal Details and Why    (Skip the story and review the deal details below) Coronavirus has dealt a blow to engaged couple, weddings and young home buyers.   We had been planning a...

Avatar

By Loren Winzeler

updated 2 months ago

2020 Deal Summary

2020 Deal Summary  For end users, home buyers, clients, the down payment registry app is already Free and will remain so forever. Partner Deal:  we are making the partner platform FREE for the...

Avatar

By Loren Winzeler

updated about 2 months ago

Where is my Partner Account and password?

I ordered an account and filled the on-boarding form?   Where is my account and password? For security reasons, Partner Account creation requires approval. Partner's are given the power to add...

Avatar

By Loren Winzeler

updated 2 months ago

Is special pricing grandfathered?

Is special pricing grandfathered?   Yes.  Early adopters are set with special pricing. Will price increase when we renew our subscription? ...so No.  We do not increase pricing on our early adopter...

Avatar

By Loren Winzeler

updated 2 months ago

Do you offer geographic exclusivity?

Do you offer geographic exclusivity?   Can we 'own' our local city, county, region, zip codes?   No, we do not offer local exclusivity on the base level Partner platform accounts.   We are...

Avatar

By Loren Winzeler

updated 2 months ago

Is there a limit to the number of registries?

No, you may create an unlimited number of registries for clients and home buyers.

Avatar

By Loren Winzeler

updated 2 months ago

Is there a limit to the length of time for the registry?

No, there is no single limit to the length of time. Registries typically have an event date assigned, often a wedding date.  An "event" date is not required -- if the client is just crowdfunding a...

Avatar

By Loren Winzeler

updated 2 months ago

We lend nationwide, can we run ads nationwide for downpayment.gift?

Yes, absolutely.    If you can lend statewide or nationwide,  you can create registries for clients all over the state or country... Outside your local market, Certain Marketing programs MAY BE...

Avatar

By Loren Winzeler

updated 2 months ago

We are already approved with CMG Financial and their homefundit program... do we need this?

We are already approved with CMG Financial and their HomeFundIt Do we really need downpayment.gift? Are you actively promoting and having success with the CMG registry program?  If yes, then...

Avatar

By Loren Winzeler

updated 2 months ago

Fair Lending and Down Payment Registries

Are down payment registries a violation of fair lending?   No.  Down payment registries are permitted and encouraged by lending guidelines from the agencies, including Freddie Mac and FHA.  FHA has...

Avatar

By Loren Winzeler

updated 2 months ago

Who is downpayment.gift?

Who is downpayment.gift? I've seen the About page but I have more questions. Who is downpayment.gift?   The company was founded by Loren Winzeler, a former Loan Officer and Branch Manager with ...

Avatar

By Loren Winzeler

updated 2 months ago

Can I work with my existing Marketing Agency?

Yes, of course! There are two ways to seek signups for new client registries. 1. send buyers to your landing page and tracking link for signups 2. collect buyer data through your own pages and...

Avatar

By Loren Winzeler

updated about 2 months ago

Where is downpayment.gift hosted in the cloud?

We run on cloud servers hosted by DigitalOcean. They are physically located in the US and redundant data centers.

Avatar

By Loren Winzeler

updated about 2 months ago

Can I get more users for my division or company?

Yes, volume billing is available where one charge covers a group of accounts.   Reach out to us on support chat to discuss or book a call at   https://book.downpayment.gift/ How does enterprise...

Avatar

By Loren Winzeler

updated about 2 months ago

2020 Deal

2020 Deal Summary

2020 Deal Summary  For end users, home buyers, clients, the down payment registry app is already Free and will remain so forever. Partner Deal:  we are making the partner platform FREE for the rest of 2020 and until 2021.   Basically, we are...

Avatar

By Loren Winzeler

updated about 2 months ago

2020 COVID19 Deal Details and Why

2020 COVID-19 Deal Details and Why    (Skip the story and review the deal details below) Coronavirus has dealt a blow to engaged couple, weddings and young home buyers.   We had been planning a different style of launch for our Down Payment...

Avatar

By Loren Winzeler

updated 2 months ago

Is special pricing grandfathered?

Is special pricing grandfathered?   Yes.  Early adopters are set with special pricing. Will price increase when we renew our subscription? ...so No.  We do not increase pricing on our early adopter subscriptions.

Avatar

By Loren Winzeler

updated 2 months ago

What are the limits of the deal?

Partner Dashboard     Unlimited Registries    1 Partner Login See Also:   down payment Goal limits,  down payment individual contribution limits.

Avatar

By Loren Winzeler

updated 2 months ago

Can I add Marketing services and keep my special low price?

Can I upgrade or add marketing services and keep my low entry price? If you jump in on the 2020 special, you'll be grandfathered.  Any monthly marketing services added later will be separate from the base plan.  You can add or remove and keep your...

Avatar

By Loren Winzeler

updated about 2 months ago

Do I get to keep the entire trial if I upgrade early?

Do I get to keep the entire trial if I upgrade early?   Yes, you get 6 months free and if you upgrade to the annual deal at the end of month one.   You will not be billed again for 17 months.

Avatar

By Loren Winzeler

updated about 2 months ago