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 FOR RE/MAX Hallmark

All-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.

LIVE PRODUCT VIEW OTO client profile for Priya Raman and Evan Cole, including relationship facts and mapped property matches

01 One relationship record02 Real MLS-derived matches03 Street-level context

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.

OTO social review queue showing five prepared posts with approve, edit, and skip controls — **5 outputs prepared**Nothing publishes without the agent.READY FOR REVIEW

OTO × RE/MAX HALLMARK04 · GEOFENCED INTELLIGENCE

YOUR DATABASE, MAPPED

Know what happens around every client.

OTO locates client addresses, creates neighbourhood geofences, and watches for relevant activity on their street and nearby.

01Database imported
02Addresses located
03Listings + sold activity matched

Real OpenStreetMap and CARTO map of The Beach in Toronto with three MLS-derived price matches — CLIENTPriya + EvanActive buyer · $1.45M
LOCAL SIGNAL3 matches$700K · $990K · $1.10M
NEXT ACTIONReview with agentSource and relevance preserved

OTO × RE/MAX HALLMARK05 · BRAND IN ACTION

ONE INSIGHT · THREE TOUCHPOINTS

Your intelligence.
Your identity.

OTO turns the same local market event into a coordinated Hallmark experience—prepared for the agent, personalized for the client, and consistent everywhere.

01 Brokerage guardrails02 Agent identity03 Client-level relevance

REALTY LTD.

AH

Alex HallSales Representative

MARKET NOTE · AUGUST

THE BEACHWhat changed
around your home.Prepared specifically for 42 Kippendavie Ave

8 new listings5 sold12 avg. days

NEW · THE BEACH10 Wheeler Avenue4 bed · 6 bath · detached · $3.85M

VIEW HOME →

9:41● ● ●

AH

ALEX HALL · JUST NOWA new home near you.10 Wheeler Avenue is now available in The Beach—see the full property story.

NEW

THE BEACH · TORONTO10 Wheeler AvenueDetached · 4 bed · 6 bath

LOCAL EVENT DETECTED→AUDIENCE MATCHED→HALLMARK BRAND APPLIED→AGENT APPROVES

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

10-SECOND PRODUCT WALKTHROUGH

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

Onboard a property, explore its school district, and compare it only with genuinely similar homes.

Property onboardingStart with the address and real property characteristics.

School districtsSee relevant boundaries and nearby options.

True comparables3-bed, 2-bath semis compared with like-for-like homes.

Live concept10-second loop

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.