OTC Member Vault - Onboarding Questionnaire
Thank you for your interest in the OTC Member Vault! We're so excited to have you! In order to join, the below onboarding form will need to be completed to it's entirety and provide as much detail as possible. This could take about 10 minutes and may require a little bit of digging, so please make sure you have the time to get through this to help our team work quickly locate the information needed to assist you throughout our time together. Happy Optimizing!
ClickUp Task Name
Jump To Link
Your Business, Brokerage, or Team Name
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Office Phone Number
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Business Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Team Photo/Headshot/Company Logo
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Browse Files
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Membership Owner's First Name
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Membership Owner's Last Name
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Membership Owner's Email
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Please provide an email address for anyone that needs to be copied.
Decision Maker/Team Owner/Lead TC/Assistants/Team Member
Please provide the first and last name of each team member that will have access to the vault, support, and private FB community, separated by commas.
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Decision Makers/Team Owners/Lead TC/Assistants/Team Members
How many TCs on your team?
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How many transactions are currently pending?
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Company Structure
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Company outside of Real Estate
Brokerage
RE Team
TC Team
Individual TC
Individual Agent
Services Provided
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Transaction Coordination
Listing Management
Compliance ONLY
Social Media Marketing
Offer/Contract Writing
Admin/Hourly Services
Schedule Home Inspections
Schedule Other Inspections
Order Home Warranties
Order HOAs
Other
What other services do you provide?
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What state(s) do you service?
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How did you hear about TC Optimize?
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Andrew Altman
OTC Team Member
Open To Close FB Group
TCWorkflow FB Group
ClickUp FB Group
Supernote FB Group
Other FB Group
Web Search
YouTube
Referral
Other
Etsy
How did you hear about us?
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Back
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About Your OTC Setup
Do you have an OTC Account?
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Yes
No
Who set up your OTC Account? Select all that apply.
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It isn't set up yet!
I/Our Team Members
A Third-Party Vendors
OTC's Implementation Team
Setup Specialist(s)
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Josie Cruz
Jennifer Staats
Jackie Akindele
Lisa Vo
Other
Which specialist set up your OTC Account?
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On a scale from 1-10, with 10 being extremely, how satisfied are you with the setup?
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What 3-5 things are you most satisfied with about your setup?
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What 3-5 things are you least satisfied with about your setup?
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The member vault includes content and support for everything from the initial foundation setup to building advanced features. What do you feel you'll need the most support in your first few weeks?
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I love to celebrate and brag on our members. Do you give me permission to share your wins inside and outside of the member vault?
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Yes, of course!!
Yes, but run it by me first.
No, let's celebrate privately.
No, I don't like celebrating.
What systems or tools will you be migrating from or using with OTC?
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AFrame
Airtable
Asana
Backagent
Brivity
Brokermint
CINC
ClickUp
Cognito Forms
Command
Docusign
Dotloop
Folio
Follow Up Boss
Glide
Gmail (not GSuite/Workspace)
Google Drive
Google Keep
Google Tasks
Google Templates
GSuite/Workspace
Hubspot
Jotforms
LionDesk
Microsoft 360
Microsoft Outlook
Monday.com
Open to Close
Paperless Pipeline
Preclose GO
Real Geeks
Realty Commander
RealtyBackOffice
Realvolve
Remine
Shaker
Sisu
Skyslope
tcDocs
TCWorkFlow
Top Producer
TransactionDesk
Trello
Zoho
Yahoo
EZ Coordinator
Qualia
Yardi Corom
Zipforms
Ziplogic
Transactly
Other
Other Tools/Systems/Platforms
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Do you want to be included in our "Join Forces" program?
Yes
No
Submit
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