Overwhelmed by the Complexities of Open to Close?Â
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.Â
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
Interested in TC Optimize Support?
Chat with us on Facebook Messenger to troubleshoot and get your questions answered.
Join our Private Facebook Community to collaborate and brainstorm strategizes around OTC and systems.
Submit your questions to the TC Optimize Team for 24-hour email support & video responses.
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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