Best Practices: Use First1 & First2 in first name field
We'll be adding a Friendly name field that will allow us to put a name like Mr and Mrs. XYZ or Jack and Sally Fields Until that update to the database and fields, consider adding the future spouse first names on one field in the first name field...
Best Practice: In process application, buyer shopping and 'Gift Letters'
In certain cases, the clients may be raising funds for a down payment at the same time they are looking for housing or completing their pre-approval for purchase. For example, let's say a couple is getting married in three weeks. They already hav...
Best Practice: Have a call to reconcile pledges and send reminders
Pledges are note collected through the platform. Sometime is can be confusing to reconcile Pledges and actual funds received, especially for wedding couples. This is very helpful if the client is getting a lot of Pledges through the registry, Ple...
Best Practice: Wedding related Giveaways
Giveaways are classically used by retailers, wedding shows and wedding service providers to market and build a list of prospects. This is no different here. Giveaways can be a great way to motivate sign ups and educate engaged couples about the b...
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. It's great if you have your screen clear of confi...
How to book a 1:1 strategy session?
Let's say you are completely setup and going but you are having little success with the platform or with marketing the down payment registry concept. Book a 1:1 strategy session to see how we can get more business for your mortgage business using...
Best Practice: Mark all downpayment.gift emails Not Spam
Mark all incoming emails from downpayment.gift as Not Spam. If you can't explicitly mark a sender as Not Spam, you might occasionally review Promotions tab (if exists) and Spam or Junk Mail folder. Add the sender including hello@downpayment.gift a...
Best Practice: Hack the Share by Email to notify REALTORS
An unconventional approach to REALTOR outreach is to create a Demo Registry and with promotion verbiage on the Registry Page and then Share by Email to a short-list of targeted, local REALTORS. 10 or 20 at a time is a good use case. Follow u...
What should we do once we are in the Registry App?
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 t...
Where can I get training?
Where can I get support training? 1) book a 1:1 strategy call https://book.downpayment.gift/ 2) Check out webinar replays https://webinars.downpayment.gift/replays https://officehours.downpayment.gift/replays 3) Sign up for webinars and office ...
