OTO FOR RE/MAX HALLMARK

Stay on top of every relationship.

The all-in-one client relationship platform built for real estate agents—and designed for the years between transactions.

BrandedAutomatedPersonal

PREPARED FORRE/MAX HALLMARKAll-agent presentation

OTO × RE/MAX HALLMARK01 · ADOPTION

THE CRM ADOPTION GAP

The easiest CRM is the one that keeps working.

Most CRMs lose agents because they demand constant setup, data entry, and daily attention.

01

Bring your database

Securely import the clients, leads, properties, preferences, and dates you already have.

02

OTO organizes the relationship

Contacts become timelines, opportunities, local audiences, and communication paths.

03

You approve the next move

Prepared follow-up, alerts, newsletters, and campaigns arrive ready for review.

OTO × RE/MAX HALLMARK02 · RELATIONSHIP ENGINE

FROM RECORDS TO RELATIONSHIPS

Your database becomes a living system.

OTO connects who the client is, what they care about, where they own, and when the next conversation matters.

ONE CLIENTPriya + EvanThe Beach · Investor

PROPERTYCurrent homeHistory + value

PREFERENCEMultiplexUnder $1.5M

MOMENTRenewal60 days away

CONTENTLocal updateReady to review

OTO × RE/MAX HALLMARK03 · AUTOMATION

ALWAYS ACTIVE

OTO works 24/7.
You don’t have to.

Consistency keeps an agent visible, useful, and top of mind. OTO prepares the repetitive work while the agent keeps control.

OTOAlways on

Social contentClient nurtureLease alertsProperty matchesLocal newslettersDatabase reactivation

OTO × RE/MAX HALLMARK04 · RELEVANCE

OTO × RE/MAX HALLMARK05 · HYPERLOCAL

OTO × RE/MAX HALLMARK06 · TIMING

MOMENTS THAT MATTER

Never miss the reason to reach out.

Lease renewals, birthdays, anniversaries, and changing property goals become timely—not forgotten—conversations.

90DAYS

Early visibility

OTO identifies the upcoming moment and creates the timeline.

60DAYS

Agent reminder

Review the client’s situation, property, and possible next steps.

30DAYS

Prepared follow-up

A useful, branded message arrives ready for approval.

✓CONVERSATION

Relationship strengthened

You are present before the client starts looking elsewhere.

RenewalBirthdayAnniversaryNew goal

OTO × RE/MAX HALLMARK07 · CLIENT APP

YOUR CLIENT’S HOME SCREEN

A white-label app that keeps you in the relationship.

Clients return for useful property and neighbourhood information—not generic marketing.

Fully agent-brandedYour identity and contact information at every touchpoint.

Useful between dealsComparables, history, local news, and practical tools.

Direct connectionEvery question and opportunity leads back to the agent.

Existing OTO white-label real estate app

Live exampleHallmark-branded at launch

OTO × RE/MAX HALLMARK08 · EVERYDAY VALUE

REASONS TO RETURN

Useful between transactions.

Five practical tools make the app a client utility—and give agents more reasons to reconnect.

01 · SCHOOL DISTRICTS

Boundaries and options

Nearby schools, programs, and useful area context.

Explore

02 · COMPARABLES

Active + sold context

Relevant properties shown side by side.

Compare

03 · PROPERTY HISTORY

A clearer property story

Past sales, listing history, and ownership context.

History

04 · LOCAL INTELLIGENCE

News that affects home

Planning, events, neighbourhood, and city updates.

Local

05 · TRADES DIRECTORY

Trusted help after closing

Keep delivering value with useful local service connections.

PlumberElectricianContractorMore

OTO × RE/MAX HALLMARK09 · DATABASE

THE VALUE ALREADY IN YOUR BUSINESS

Turn a quiet database into active opportunities.

OTO continually looks for the right reason, message, property, or moment to reconnect.

Past clientsCold leadsLandlordsRentersBuyersSellersReferral partners

01 · UNDERSTANDWho needs attention?

Relationship history, geography, property, preferences, and important dates.

→

02 · PREPAREWhat is useful now?

A match, reminder, local update, campaign, or personal follow-up.

→

03 · CONNECTA better conversation

The agent acts with context instead of starting from a blank screen.

OTO × RE/MAX HALLMARK10 · LEVERAGE

WAKE UP WITH THE WORK MOVING

Open the laptop.
See what OTO prepared.

Follow-up · property matches · local content · renewal alerts · newsletters

GOOD MORNINGToday’s opportunities

24 hrs active

✓

Property matches found3 clients · 8 relevant listings

6:42

✓

Local newsletter preparedReady for your review

7:05

→

Renewal opportunity detected60-day agent reminder

Now

4 prepared8 matches1 opportunity

MORE TIME FORConversations.
Appointments.
Closing deals.

OTO × RE/MAX HALLMARK11 · CONTROL

AUTOMATED DOESN’T MEAN AUTOPILOT

Your brand. Your clients. Your approval.

OTO does the preparation while the agent remains responsible for the relationship and what goes out.

01

Private by design

Client information stays controlled within the authorized brokerage and agent relationship.

02

Approval before publishing

Review, edit, approve, or skip prepared content and communication.

03

Permission-aware

Communication paths respect client preferences and consent.

04

Built around the agent

Automation strengthens the personal relationship instead of replacing it.

OTO × RE/MAX HALLMARK12 · NEXT STEP

START FOCUSED · PROVE VALUE · SCALE

Put every Hallmark agent on top of their relationships.

Launch with a focused cohort, measure real agent behaviour, and shape the broader rollout around what works.

01 · SELECT

Agent cohort

Choose a representative group and the client segments that matter most.

02 · CONFIGURE

Brand + database

Import data, set permissions, and configure the client experience.

03 · ACTIVATE

Real workflows

Run follow-up, content, newsletters, app utility, and opportunity alerts.

04 · PROVEMeasure
adoption

Usage, prepared work, conversations, referrals, and opportunities.