Overwhelmed by the Complexities of Open to Close? 

Let’s put an end to the struggle with a solution you’ve been waiting for! With the OTC Crash Course, you’ll unlock the keys to streamline and automate your real estate transactions with as little stress as possible. 

Get 1 year of access to learn and setup Open to Close with a comprehensive, step-by-step program.

Copy our editable OTC Setup Checklist for an organized and strategic approach to your build-out.

Check out 10 Bonus Materials that help you better understand and complete the checklist (listed below).

Plan your migration using our 7 Prep Sheets designed to help you scale and improve your systems.

Preview TC Optimize's Sample Workflow Fields, Contact Roles, Email Templates, Task Templates, & Import Sheets.

    Video Content:

               >> Account Setup (~30 minutes)

               >> Foundations (~50 minutes)

               >> Automations (~65 minutes)

               >> Setup Launch (~30 minutes)

    Prep Sheets:

               >> Workflow Fields

               >> Date Calculations

               >> Contacts & Roles

               >> Docs & Roles

               >> Emails & Texts

               >> Task Templates

    Bonus Materials:

               >> OTC Guru Time Block Checklist

               >> Team & Family “Get Ready” Email

               >> Google Contact Export Instructions

               >> OTC Plan & Pricing Comparison

               >> Intake Form Internal Instructions

               >> Intake Form Audit Checklist

               >> Contact Table Structure

               >> Property Table Structure

               >> Task Pipeline Structures

               >> Trigger Pipeline Structures

Content:

>> Account Setup (~30 minutes)

>> Foundations (~50 minutes)

>> Automations (~65 minutes)

>> Setup Launch (~30 minutes)

Prep Sheets:

>> Workflow Fields

>> Date Calculations

>> Contacts & Roles

>> Docs & Roles

>> Emails & Texts

>> Task Templates

Bonus Materials:

>> OTC Guru (in training) Time Block Checklist

>> Team & Family “Get Ready” Email

>> Google Contact Export Instructions

>> OTC Plan & Pricing Comparison

>> Intake Form Internal Instructions

>> Intake Form Audit Checklist

>> Contact Table Structure

>> Property Table Structure

>> Task Pipeline Structures

>> Trigger Pipeline Structures

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Submit your questions to the TC Optimize Team for 24-hour email support & video responses.

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Join our weekly Q&A or catch the replay! If you can't make it live, just submit your question(s) the day of.

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