Bring your database
Securely import the clients, leads, properties, preferences, and dates you already have.
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
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.
OTO organizes the relationship
Contacts become timelines, opportunities, local audiences, and communication paths.
You approve the next move
Prepared follow-up, alerts, newsletters, and campaigns arrive ready for review.
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
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 reactivationYOUR 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
TOAgent command centre
Search clients, streets, or neighbourhoods
AH
CLIENT COVERAGEThe Beach · Toronto
248 addresses locatedSOLD NEAR 14 CLIENTS86 Kippendavie Ave$1.46M · 3 bed · 2 bath · semi
Client addressGeofenceListing activity
DATABASE IMPORTED→ADDRESSES LOCATED→GEOFENCES ACTIVE→LISTING + SOLD ALERTS
MOMENTS THAT MATTER
Never miss the reason to reach out.
Lease renewals, birthdays, anniversaries, and changing property goals become timely—not forgotten—conversations.
Early visibility
OTO identifies the upcoming moment and creates the timeline.
Agent reminder
Review the client’s situation, property, and possible next steps.
Prepared follow-up
A useful, branded message arrives ready for approval.
Relationship strengthened
You are present before the client starts looking elsewhere.
RenewalBirthdayAnniversaryNew goal
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.
Live concept10-second loop
REASONS TO RETURN
Useful between transactions.
Five practical tools make the app a client utility—and give agents more reasons to reconnect.
Boundaries and options
Nearby schools, programs, and useful area context.
ExploreActive + sold context
Relevant properties shown side by side.
CompareA clearer property story
Past sales, listing history, and ownership context.
HistoryNews that affects home
Planning, events, neighbourhood, and city updates.
LocalTrusted help after closing
Keep delivering value with useful local service connections.
PlumberElectricianContractorMore
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
Relationship history, geography, property, preferences, and important dates.
A match, reminder, local update, campaign, or personal follow-up.
The agent acts with context instead of starting from a blank screen.
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
✓
Local newsletter preparedReady for your review
→
Renewal opportunity detected60-day agent reminder
4 prepared8 matches1 opportunity
MORE TIME FORConversations.
Appointments.
Closing deals.
Appointments.
Closing deals.
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.
Private by design
Client information stays controlled within the authorized brokerage and agent relationship.
Approval before publishing
Review, edit, approve, or skip prepared content and communication.
Permission-aware
Communication paths respect client preferences and consent.
Built around the agent
Automation strengthens the personal relationship instead of replacing it.
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.
Agent cohort
Choose a representative group and the client segments that matter most.
Brand + database
Import data, set permissions, and configure the client experience.
Real workflows
Run follow-up, content, newsletters, app utility, and opportunity alerts.
adoption
Usage, prepared work, conversations, referrals, and opportunities.