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 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 https://kb.downpayment.gift/article/102-featured-setting-up-your-branding 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 https://book.downpayment.gift/ 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. https://officehours.downpayment.gift/ https://webinars.downpayment.gift/ 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 https://kb.downpayment.gift/article/108-best-practice-start-a-test-registry-and-login-as-a-client-video 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: <> <> 6. Download and Share your Custom Social Images TBD <> 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. <> 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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