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Less than 20% of clients use the same LO on their next mortgage.

Get more repeats & referrals from your past clients.

High margin repeat borrowers are lost far too often.  OTTO PXP helps keep you top of mind and tells you when your clients are back in market so you can retain the business & relationships you worked so hard to earn.

Increase Loyalty & Intent

Portfolio Protection

Monitor Behavior & Intervene

In-Market Monitoring

Refer Deals to Agents

Early Alerts & Sharing

Find New Deals

Sponsor Realtor Contacts

Book A Demo Online

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Home Value Insights & Alerts

Every client in your portfolio will receive a monthly report card detailing key points about their home and loan.

 

These updates help them view their home as an investment, increasing their propensity to transact.

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Refer Deals to Your Agents & Capitalize on Their Databases

"I wish I had less deals to give my agents"

     - No loan officer, ever

With OTTO's proactive in-market alerts, you get to the client first and can refer them anywhere you want.

OTTO gives you a steady stream of clients every day that you can use to build new agent relationships or give as referrals to your most loyal agents.

You can also invite agents to add their database, co-branded and sponsored by you. Since you're the one paying, you get the alerts first - and can look like a hero when you refer that deal back to the agent.

See how OTTO helps top producing loan officers create...

Deeper Relationships.

Better Retention.

Higher Commissions.

Monitor Search & Save Behavior for In-Market Activity Signals

Stop trying to predict intent. Get real time alerts & CRM updates when your clients are back in market.

Pre-empt any competition by knowing as soon as your closed clients start searching or saving homes, if they check their value or list their home, and when they express interest in a mortgage.

Less competition means less shopping, higher retention, and higher margins.

Observed Behaviors

Account registered with OTTO  |  Recently Searched  |  Recently saved property  |  OTTO listing status  |  MLS listing status  |  Listing alerts enrollment  |  Recent offer received  |  Recent offer made  |  Real estate agent engaged (+ contact info)  |  Expressed intent in HELOC or refinance  |  Requested pre-qualification  | Rate reduction & PMI elimination opportunities  |  OTTO Activity Score

A Superior Search & Sale Experience

Homeowners can mark their home as open to the offer in minutes, and  search more homes than anywhere else

Aggregated Inventory

MLS Data + FSBO + OTTO

OTTO is the first home search site to aggregate real estate agent listings, FSBO listings, and combine it with our own first party inventory of homeowners who are open to offers on their home.

Self Serve Listings

Collect Offers Online in Minutes

Homeowners can get free value estimates in seconds, and start privately collecting offers in minutes. When they check their value or list, you're notified of intent to sell.

More Homes. Period.

A Modern Home Buyer's Dream

By aggregating inventory from across the web and combining it with our OTTO Exclusive inventory, we're able to feature homes buyers can't find elsewhere. This keeps them coming back, and allows us to pass their search & offer activity to you.

Discounted Services Your Clients Need

Our homeowner marketplace connects homeowners with essentials they need with rotating exclusive discounts.

Each month, the OTTO team negotiates discounts on services that homeowners need, and pass those savings onto our users.

Whenever your client redeems an offer that displays some sort of propensity to transact (e.g. home improvement, photography, real estate agent), we will alert you and update your CRM.

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Supplementary Metrics to Improve Data Modeling & Mining

Model updated LTVs, monitor value trends, and identify engaged or at risk clients.

Better understanding of your clients means more effective marketing, higher conversion rates, and less wasted spend.

OTTO enriches your CRM and data warehouses with important property context and client engagement signals to help turn insights into understanding.

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Transparent Pricing

Affordable plans to help you retain more customers and drive more business

Lock in your plan before the end of the year for huge discounts!

$0.25 per client

no contract, charged monthly

Engaging home report cards delivered to your clients each month.

  

Daily alerts on key customer engagements + predictive analytics

 

Monthly summaries & ROI reports

Gold

$0.375 per client

no contract, charged monthly

Everything in Gold, plus...

 

LO & Realtor branding throughout entire site for clients.

 

Predictive Listing Analytics

 

Automated outreach on alerts & forwarding to agents

Platinum

$0.50 per client

no contract, charged monthly

Everything in Platinum, plus...

 

AI & engagement alerts from top mortgage & real estate sites

 

Consistent personalized email outreach to clients to drive replies 

 

Ad campaigns to brand & re-engage clients on Facebook and Google

Ability to monitor leads & active pipeline

Full Service

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