OTC Foundations Toolkit

Walkthrough & Toolkit

Start Here

OTC Setup Overview

Meet your Coach

How to Get Support

Tools & Resources

Build Solid Foundations

Foundations Overview

Gather your Data

Prepare for Lift-off

Field Editor

Field Editor Overview

Prep for Field Setup

Date Calculator

Date Template Overview

Prep For Date Calc. Setup

Setup Date Calculations

Contacts & Roles

Prep Contacts and Roles

Import Contacts

Setup Contact Roles

Contacts & Roles Overview

Docs & Roles

Docs & Roles Overview

Prep Docs & Roles

Setup Doc Templates

Setup File Roles

Emails & Texts

Emails & Texts Overview

Prep Emails & Texts

Import Emails & Texts

Task Management

Task Management Overview

Prep Task Templates

Foundations Launch

Manual Intake Overview

Managing Transactions

Live Q&A Replay

Latest Live Q&A

BONUS - Property Table Workshop

Access Your Memberships Here

Access Your Memberships Here

BONUS – Property Table Workshop

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