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 Francisco.  There were several wedding shows at that ...

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 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 our screenshare demo only look, crankwheel at ht...

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 review Plan features first, click on Pricing.

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 added to this version and the future versions. The ...

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   Group Photo Shot if available   Email should be ...

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 Accounts   We designed the accounts to include a Susp...

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

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.

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 spam is a concern if larger amounts are permitted. ...

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 high-frequency transactions are subject to temporary su...

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.

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 fraud and chargeback transaction would draw against ...

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 https://roadmap.downpaymentproject.com/ Hit the Bell in...

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 left. There are 3 sections in the Dashboard view 1)...

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 new registries. Click "+ Add Registry" to Invite ...

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 the App. There are 3 tabs in the Registry Statistics...

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 Contributions Displays a table view of the contribu...

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 Excel file. Please note a couple Client specific fi...

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 audience of DownPaymentProject is primary mortgage len...

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 Map    https://roadmap.downpayment.gift/

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 to USD exchange rates.  Exchange rates are control...

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 support before you try. Exchange rates are controlled by...

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 support. Exchange rates are controlled by the issue...

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 Plan mode.  All you registries will continue to c...

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 unlimited registry accounts which can process credit/d...

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 considering it for our Marketing Programs and need your fe...

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

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 down payment, this becomes the 'target date' or go...

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 geographically exclusive when launched.  However, you...

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 probably not.  If you are not seeing additional buyers, ...

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 promote Bridal Down Payment Gift Registries as fa...

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 Frost Mortgage Lending Group from 2010-2017.  Lore...

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 resources or via offline methods,  then simply 'Invite...

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

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 billing work?    We generate a custom plan in our bi...

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

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.